Tax Transaction Advisory Project Manager

Crowe•South Bend, IN

1d•$94,800 - $193,900•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 a central point of accountability for engagement governance, cross-functional service delivery, resource and workflow planning, financial reporting, and continuous improvement. Working with tax, transaction services, audit, advisory, and relationship leadership, the Manager turns strategic priorities into disciplined execution, provides insights on engagement economics and capacity, and helps deliver a consistent client experience throughout the deal lifecycle and recurring compliance services. The position leads account and engagement coordination, project governance for M&A tax work, operational planning and reporting, financial management, and process improvement. It also partners with stakeholders across service lines and support functions to resolve issues, manage risks, and maintain client service, quality, and compliance. The role follows a hybrid work model for candidates near a Crowe office; candidates outside commuting distance may be considered for remote work based on business needs.

Requirements

Experience managing complex projects, client-service operations, or professional-services engagements.
Demonstrated ability to lead cross-functional initiatives, manage competing deadlines, influence stakeholders, and communicate with senior leaders.
Strong financial and analytical skills, including budgets, billing, utilization, realization, margins, and operational performance reporting.
Proficiency with Microsoft Excel, PowerPoint, SharePoint, and workflow or reporting tools.
Excellent judgment, organization, attention to detail, and commitment to confidentiality and high-quality client service.
Ability to uphold Crowe’s values of Care, Trust, Courage, and Stewardship and act ethically and with integrity.
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 across private equity funds, portfolio companies, and related service lines; maintain internal and client-ready views, milestone calendars, contacts, risks, and escalations.
Oversee engagement-letter workflows, scope documentation, conflict-check coordination, signature completion, and consistent engagement setup.
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, and forecasts of resource demand and financial performance.
Oversee engagement billing coordination, accounts-receivable visibility, aging escalations, and fee-related independence tracking with appropriate leaders.
Drive process improvements and adoption of standard practices across teams while maintaining client service, quality, and compliance requirements.
Serve as an operational partner to Tax Transaction Advisory leaders, providing 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.