Tax Transaction Advisory Project Manager

Crowe • South Bend, IN

10d • Hybrid

About The Position

The Manager, Tax Transaction Advisory Project Manager leads the operational execution, coordination, and performance management of complex tax transaction engagements and private equity client relationships. The role is accountable for engagement governance, cross-functional service delivery, resource and workflow planning, financial reporting, and continuous improvement. In partnership with tax, transaction services, audit, advisory, and relationship leaders, the Manager turns strategic priorities into disciplined execution and provides insights into engagement economics and capacity while supporting a consistent client experience across deal lifecycles and recurring compliance services.

The position coordinates client accounts and engagements, maintains integrated account service plans and engagement documentation, and oversees engagement-letter workflows and setup. It directs project-management processes for M&A tax engagements and coordinates closing and post-close activities, deal handoffs, and transitions to recurring compliance. The Manager also standardizes workflows and reporting, monitors milestones and resources, supports budgets and financial performance analysis, coordinates billing and receivables visibility, and provides operational advice and reporting to Tax Transaction Advisory leaders.

The role follows a hybrid work model for candidates near a Crowe office. Candidates outside commuting distance may be considered for remote work, subject to business needs. Candidates must be authorized to work in the United States; Crowe is not sponsoring work authorization at this time.

Requirements

• Experience managing complex projects, client-service operations, or professional-services engagements; tax, transaction advisory, accounting, or consulting experience is preferred.
• Demonstrated ability to lead cross-functional initiatives, manage competing deadlines, influence stakeholders, and communicate with senior leaders.
• Strong financial and analytical acumen, including budgets, billing, utilization, realization, margins, and operational performance reporting.
• Proficiency with Microsoft Excel, PowerPoint, SharePoint, and workflow or reporting tools.
• Excellent judgment, organization, and attention to detail.
• Commitment to confidentiality and high-quality client service.
• Must verify identity and eligibility to work in the United States; Crowe is not sponsoring work authorization at this time.

Nice To Haves

• Experience in tax, transaction advisory, accounting, or consulting.
• Familiarity with Workday or comparable professional-services systems.

Responsibilities

• Lead cross-service-line coordination and recurring account reviews, aligning transaction, compliance, audit, and advisory teams on commitments, deliverables, and client priorities.
• Own and improve integrated account service plans for private equity funds, portfolio companies, and related service lines; maintain operational and client-ready views, milestone calendars, key contacts, risks, and escalations.
• Oversee engagement-letter workflows, scope documentation, conflict-check coordination, signature completion, and consistent engagement setup practices.
• Direct project-management infrastructure for M&A tax engagements, including workplans, deal trackers, document request lists, SharePoint workspaces, standardized deliverables, and retention controls.
• Coordinate closing and post-close activities, including invoices, payment follow-up, closing documentation, remediation items, voluntary disclosure agreements, and transition into recurring compliance.
• Maintain deal-roll visibility, facilitate handoffs across teams, and surface follow-on service opportunities to relationship and service-line leaders.
• Standardize project trackers, time-entry codes, workflow tools, and reporting routines to improve transparency, consistency, and accountability.
• Plan and monitor milestones, resource assignments, work in progress, planned versus actual hours, and delivery bottlenecks; promptly escalate capacity or execution risks.
• Coordinate critical tax data flows and K-1 delivery dependencies among portfolio-company, fund, and individual tax teams.
• Support engagement budgets, proposal development, rate-card consistency, resource-demand forecasts, and financial-performance forecasts.
• Oversee engagement billing coordination, accounts-receivable visibility, aging escalations, and fee-related independence tracking in partnership with appropriate leaders.
• Drive process improvements and adoption of standard practices across teams while maintaining client service, quality, and compliance requirements.
• Provide Tax Transaction Advisory leaders with management reporting, decision support, and proactive risk identification.
• Coordinate stakeholders across tax, transaction services, finance, legal, compliance, and other service lines to resolve issues and keep engagements on track.
• Uphold Crowe’s values of Care, Trust, Courage, and Stewardship and act ethically and with integrity.
• Deliver predictable engagement milestones and timely resolution of risks and escalations; improve visibility into capacity, chargeability, realization, margins, and receivables; support standardized processes and reporting; and enable effective handoffs and cross-service-line collaboration.

Benefits

• Comprehensive total rewards package.
• Career Coach support and regular meetings to guide career goals and aspirations.
• Inclusive culture that values diversity and supports talent development.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed