Senior Tax Manager

Crowe

Senior Tax Manager at Crowe advising affluent families on estate, gift, and trust tax matters. Managing complex engagements and leading a tax team towards professional success in a family office environment.

Posted 6/20/2026full-timeNew York City • Florida, New York • 🇺🇸 United StatesSenior💰 $139,200 - $293,500 per yearWebsite

About the role

Key responsibilities & impact

Consult and advise on complex wealthy family/family office tax matters via optimizing efficiencies and minimizing risk by providing industry and functional expertise including estate and gift planning, charitable giving and wealth transfers
Lead the review and sign-off of multiple, complex wealthy family/family office engagements ensuring quality and assessing risk
Research and consult on tax matters to optimize tax positions and support their financial objectives
Lead tax team in the planning, maintenance and execution of client deliverables and engagement economics
Serve as a strategic, trusted business advisor to existing clients (and their advisors) and actively source for new clients via internal and external networks
Lead and develop junior team towards professional success
Actively utilize internal and external network for current or future revenue channels
Exceptional knowledge of Tax technology, software and data
Invest in self and team(s) education through thought leadership in the wealthy family/family office space; has advanced understanding of tax law, regulations industry and technology trends
Advocate and incorporate for Tax strategy and Tax Transformation into team and client matters

Requirements

What you’ll need

Bachelor's degree in Accounting or JD/LLM required
CPA or JD required
Minimum of 8 years in public accounting, law, or a family office environment
Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues
Proven ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships
Strong leadership and interpersonal skills with a commitment to teamwork and mentorship

Benefits

Comp & perks

Comprehensive total rewards package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

estate planninggift planningcharitable givingwealth transferstax optimizationtax lawtax strategytax transformationcross-jurisdictional taxationtrust taxation

Soft Skills

leadershipinterpersonal skillsteamworkmentorshipclient relationship buildingproblem-solvingstrategic advisingnetworkingcommunicationthought leadership

Certifications

CPAJDLLM