Tax Managing Director - Global Private Client Services - Crowe : Job Details

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Crowe is currently seeking a Managing Director to join our Estate, Gift & Trust practice. This role provides an opportunity to join a specialized practice where you will use your expertise in estate, gift and trust taxation to provide consulting, compliance and controversy services to complex ultra-high net worth private clients. You will help lead and manage our growth alongside the Estate, Gift & Trust Partner and play an active role in developing team members. This role will require the oversight of multiple client service teams and the proven ability to plan, direct, and execute tax projects with a pro-active focus. Flexible on geography.

Responsibilities include but are not limited to:

• Provide leadership and tax technical expertise for consulting, compliance and controversy engagements involving complex issues relating to ultra-high net worth private clients.
• Leadership of client service teams and multiple projects in a fast-paced and interactive team environment with the goal of exceeding client expectations.
• Recognition and mitigation of risk issues relating to estate, gift & trust specialty.
• Developing client service staff and serve as a role model, providing coaching, mentoring, and training.
• Awareness and compliance to the firm's standards and policies.
• Integrate and leverage firmwide thought leadership efforts in developing the market for tax services.
• Thought leadership including speaking, publishing, and teaching.

Qualifications:

• Certified Public Accountant or JD required.
• 10+ years of experience in public accounting, law or family office.
• Strong tax technical experience, including complex issues relating to estate, gift & trust.
• Demonstrated ability to proactively work with clients to continuously anticipate and resolve issues.
• Leadership and team building experience.
• Strong collaboration skills.
• Self-driven and organized with experience building process and improving efficiencies.

About the Team:

The Tax team at Crowe develops lasting relationships with clients by providing value, knowledge and strategy focus. As part of the Tax group, you will be part of a collaborative team with deep specialization. We use proactive approaches and innovative tax technology to provide high quality tax services to our clients. If you are committed to client excellence, want to be part of a growing organization and are looking to expand professionally, then this is the place for you!

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.