Tax Senior Manager - Estate, Gift & Trust
Houston, TX  / Los Angeles, CA  / Dallas, TX  / New York, NY  / Sacramento, CA  / Woodland Hills, CA  / San Francisco, CA  / Austin, TX  / San Jose, CA ...View All
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Posted 2 months ago
Job Description

Your Journey at Crowe Starts Here:

At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a "Best Place to Work." We are 75 years strong and still growing. Come grow with us!

Job Description:

Crowe is currently seeking a Tax Senior Manager to join our Estate, Gift & Trust practice. With a clear path to partner, 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.

  • 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.


  • 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 is the place for you! Learn more about our Tax team

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.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $115,472.00 to $259,483.00 per year.

Our Benefits:

At Crowe, we know that great peopleare what makes a great firm. We value our people and offer employees a comprehensive benefits package. Learn more about what working at Crowe can mean for you!

How You Can Grow:

We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:

Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.



Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
10+ years
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