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Crowe Global

Tax Manager, Financial Services (Capital Markets/Partnerships)

Reposted 21 Days Ago
Be an Early Applicant
In-Office
13 Locations
85K-201K Annually
Senior level
In-Office
13 Locations
85K-201K Annually
Senior level
The Tax Manager will conduct tax research, manage client relationships, mentor staff, and implement tax strategies in Financial Institutions.
The summary above was generated by AI

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Crowe has expanded its service offerings and we are hiring for our Financial Services Tax team as a result. We are adding talented team members to our 70+ department with operational partnership experience as we continue to expand our service offerings and deliver high quality service to our clients. If you value the challenge and opportunity to work with a high performing group then this is the position for you!

What You’ll Do

  • Manage day-to-day tax engagements for a portfolio of capital markets clients, with a focus on investment funds, private equity, private credit, broker-dealers, and other asset management.
  • Oversee preparation and review of complex partnership returns, tax allocations, and compliance processes.
  • Identify tax planning opportunities and support delivery of consulting projects involving financial instruments and transactions.
  • Serve as a main point of contact for client communications, ensuring expectations are met and issues are resolved promptly.
  • Supervise, coach, and review work of Senior Associates and Associates, contributing to their technical development.
  • Assist in practice development through process improvements, operational efficiencies, and support of business development initiatives.

What You Bring

  • Bachelor’s in Accounting; Master’s or advanced degree preferred.
  • CPA required.
  • 5–7 years of tax experience, ideally with capital markets clients or investment vehicles.
  • Strong knowledge of partnership taxation, allocations, and financial product taxation.
  • Experience managing engagement teams and workflows.
  • Ability to communicate complex tax concepts clearly to clients and staff.
  • Interest in contributing to innovation, quality initiatives, and expanding client service capabilities.

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.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 $84,500.00 - $201,000.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards 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!
More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Top Skills

Ai-Enabled Insights
Tax Technology

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