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 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 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 $164,436.00 to $391,909.00 per year.
Our Benefits :
At Crowe, we know that great people are 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!
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