Tax Manager, Estate, Gift & Trust

Crowe

Tax Manager at Crowe managing tax planning and compliance for ultra-high-net-worth clients. Delivering tailored strategies for estate, gift, and trust tax challenges in a collaborative environment.

Posted 7/2/2026full-timeTampa • California, Connecticut, District of Columbia, Florida, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $95,500 - $195,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in estate, gift, and trust taxation, with a strong focus on client service and risk management. Proven ability to lead projects and mentor teams while ensuring compliance with quality standards and methodologies.

Highest-signal resume keywords

CPAJDEstate TaxationGift TaxationTrust Taxation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ConsultingTax ComplianceRisk MitigationProject ManagementCross-Jurisdictional Tax Issues

Soft Skills

LeadershipInterpersonal SkillsTeamworkMentorshipClient Relationship Management

Certifications & Qualifications

CPAJD

Industry Keywords

Public AccountingFamily OfficeUltra-High-Net-Worth ClientsQuality StandardsProfessional Education

About the role

Key responsibilities & impact

Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients.
Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence.
Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements.
Maintain full awareness and compliance with Crowe’s quality standards, methodologies, and policies.
Contribute to the firm’s reputation through speaking engagements, authorship, and professional education efforts.

Requirements

What you’ll need

CPA or JD required.
Minimum of 5 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

Your exceptional people experience starts here.
Comprehensive total rewards package.
Opportunities for career growth and leadership.