The role involves supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns while managing client relationships
Job Summary
The role involves supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns while managing client relationships.
Candidates are expected to identify tax planning opportunities, implement savings strategies, and integrate AI into standard operating procedures to build efficiencies.
Crowe offers a comprehensive total rewards package with a focus on career growth, inclusive culture, and mentorship through dedicated Career Coaches.
Matching Summary
The role involves supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns while managing client relationships.
Salary
Base: $95,500.00 - $195,400.00 per year; Bonus/Equity: Not specified; Benefits: Comprehensive total rewards package including career coaching
Skills & Requirements
Must-have
Individual income tax return preparation
Fiduciary and investment entity tax returns
Client relationship management
Staff supervision and development
Tax research on complex matters
Engagement letter issuance and billing
Nice-to-have
AI-enabled insights and technology integration
Estate and gift tax experience
Family office client attraction
Inclusive culture and diversity values
Career coaching and growth opportunities
Key Requirements
BS in Accounting required
CPA or EA license
Minimum 5 years progressive public accounting experience
High Net Worth Individual tax practice experience
US work authorization verification required
Work Rights
Must verify eligibility to work in the United States