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Crowe

Public accounting, tax, and advisory services

ISP Tax Manager - Ultra-High-Net-Worth

Tax AccountingUpdated on Nov 13
Full-time$102.5k - $209.4k /yr

About the Job

Requirements

  • A CPA or JD is required.
  • At least five years of experience in public accounting, law, or a family office environment is required.
  • Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues, is required.
  • The role requires the ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships.
  • The role requires strong leadership and interpersonal skills and a commitment to teamwork and mentorship.
  • Strong knowledge of tax technology, software, data, and Microsoft Office is required.
  • The role requires developing knowledge of tax technical matters, tax law and regulations, and industry and technology trends, particularly in the wealthy family and family office space.

Responsibilities

  • Consult and service wealthy family and family office tax clients through complex problem solving, creating tax efficiencies, and minimizing risk through industry and functional expertise, including estate and gift planning, charitable giving, and wealth transfers.
  • Manage and oversee the review of multiple complex engagements, and research and consult internally and externally on tax matters to optimize tax strategies.
  • Manage the tax team in planning, maintaining, and executing client deliverables and engagement economics.
  • Serve as a business advisor to clients by sharing expertise, identifying new opportunities, and identifying and mitigating risk; work with other advisors, including wealth managers, attorneys, and family office teams.
  • Develop, manage, and coach junior team members toward professional success.
  • Maintain an established internal and external network for current or future revenue channels.
  • Consistently invest in understanding updates to tax law, regulations, and industry and technology trends, specifically in the wealthy family and family office space.
  • Incorporate and embrace tax strategy and tax transformation into team and client matters.

About the Company

Crowe

Public accounting, tax, and advisory services

Crowe provides audit, tax, and consulting services to public and private entities as a public accounting and advisory firm. It uses its industry knowledge to examine financial statements, plan and file taxes, and advise on business strategy and risk, delivering services through a global network. Crowe’s work is supported by its independent Crowe Global network, which brings together more than 200 member firms in over 130 countries to serve clients worldwide. This global scale enables access to industry specialists and diverse resources while maintaining a focus on client-specific needs. The company aims to help organizations manage financial reporting, regulatory compliance, and business decisions with accuracy and insight.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1942

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