Tax Director

4 weeks ago


Costa Mesa, California, United States Crowe Full time

About the Role

Crowe is seeking a Managing Director to join our Estate, Gift & Trust practice. This role provides an opportunity to use your expertise in estate, gift and trust taxation to provide consulting, compliance and controversy services to complex ultra-high net worth private clients.

Key Responsibilities

  • 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.

Requirements

  • 10+ years of experience in public accounting, law or family office.
  • Strong tax technical experience, including complex issues relating to estate, gift & trust.
  • Leadership and team building experience.
  • Self-driven and organized with experience building process and improving efficiencies.

About Crowe

Crowe is one of the largest public accounting, consulting and technology firms in the United States. We use our 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 serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world.

We are committed to providing a comprehensive total rewards package and a culture that values diversity and inclusion.


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