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Senior Manager, Lead Tax Services
CroweFederal Tax Senior Manager leading client service teams for Crowe’s Lead Tax Services. Overseeing tax projects, mentoring staff, and driving client relationship excellence.
Posted 5/16/2026full-timeTampa • Florida, Massachusetts, New York • 🇺🇸 United StatesSenior💰 $127,700 - $269,300 per yearWebsite
About the role
Key responsibilities & impact- Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities
- Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients receive sophisticated guidance on complex EGT issues
- Develop and maintain strong client relationships by delivering exceptional service and anticipating client needs
- Provide forward-thinking tax planning strategies, compliance expertise, and technical tax research
- Prepare and review detailed technical tax memoranda
- Identify and manage risks associated with tax services to ensure compliance and protect client and firm interests
- Mentor and develop staff and managers, providing regular feedback and conducting both formal and informal performance evaluations
- Serve as a resource and thought partner to the leadership team, contributing to strategic decision-making and client service excellence
Requirements
What you’ll need- Bachelor’s degree in Accounting required; Master’s in Taxation or LLM strongly preferred
- Active CPA license required
- Minimum of 8 years of progressive tax experience in public accounting or a corporate/public blend
- Proven success in engagement and client management, with a track record of growing and sustaining client relationships
- Strong estate, gift, and trust planning experience, with the ability to provide high-level consulting and technical research on EGT matters
- Excellent writing, communication, and tax research skills
- Demonstrated leadership experience, with a passion for mentoring, developing, and guiding high-performing teams
Benefits
Comp & perks- Comprehensive total rewards package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax planningcompliance expertisetechnical tax researchestate planninggift planningtrust planningtax memoranda preparationrisk managementclient service managementproject management
Soft Skills
client relationship managementmentoringleadershipcommunicationwritingstrategic decision-makingperformance evaluationanticipating client needsteam developmentservice excellence
Certifications
CPA license