Estate, Gift & Trust Tax Partner

Davita Inc.; New York (NY); On-site; USD 200,000 - 600,000; Full time

Job summary

Crowe is seeking a dynamic Tax Partner to join their distinguished IronSpire Group. This role emphasizes delivering strategic tax solutions to ultra-high net worth clients and requires extensive experience, particularly in estate, gift, and trust taxation. Candidates will benefit from a culture of innovation, leadership, and a strong focus on client relationships, all within a highly supportive environment.

Benefits

Comprehensive total rewards package

Flexible work-life balance

Career coaching and development opportunities

Qualifications

• 12+ years of relevant experience in public accounting or law.
• Deep technical expertise in estate, gift & trust taxation.
• Proven leadership in managing teams and complex projects.

Responsibilities

• Serve as a trusted advisor delivering strategic tax solutions.
• Lead multiple client service teams across various engagements.
• Provide technical oversight and ensure compliance.

Skills

Leadership

Interpersonal skills

Communication skills

Strategic mindset

Innovation

Education

Bachelor's Degree in Accounting, Finance, or Law

Advanced degree preferred

CPA or JD

Job description

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 is seeking a dynamic and experienced Tax Partner to join our growing IronSpire Group at Crowe team. IronSpire Group at Crowe provides a collection of boutique services to America's most affluent families. This is a unique opportunity to become part of a highly specialized practice focused on providing sophisticated estate, gift, and trust tax consulting, compliance, and controversy services to ultra-high net worth individuals and families.

As a strategic leader in this practice, you will help drive innovation and growth, build deep client relationships, and contribute thought leadership to an elite team serving some of the most complex and rewarding client situations in the industry.

Key Responsibilities:

• Serve as a trusted advisor delivering strategic estate, gift, and trust tax solutions to ultra-high net worth clients.
• Lead and manage multiple client service teams across consulting, compliance, and controversy engagements.
• Provide technical oversight and risk management on complex tax matters, ensuring exceptional quality and compliance.
• Identify and capitalize on new business opportunities through networking, relationship development, and market insight.
• Coach, mentor, and develop next-generation leaders within the practice.
• Collaborate with fellow Partners to align growth strategies, share insights, and leverage firmwide capabilities.
• Remain at the forefront of estate, gift and trust legislative and regulatory developments impacting private clients.

Qualifications:

• Bachelor's Degree in Accounting, Finance, or Law; advanced degree preferred.
• CPA or JD required.
• 12+ years of relevant experience in public accounting, law, or family office environments.
• Deep technical expertise in estate, gift & trust taxation, with a consultative approach to client engagement.
• Proven leadership in managing teams, mentoring professionals, and leading complex projects.
• Strong interpersonal and communication skills; able to influence, inspire, and lead.
• Entrepreneurial mindset with a track record of growing client relationships and revenue streams.
• Demonstrated collaboration across service lines and ability to innovate in client service delivery.

Why Crowe?

At Crowe, you'll be part of a purpose-driven culture where we help clients make smart decisions that create lasting value. Our IronSpire practice offers the opportunity to work alongside experts in a niche field, with the resources of a top national firm behind you. We foster flexibility, integrity, and impact-so you can thrive personally and professionally.

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.

At Crowe, we offer competitive compensation that reflects the value of the role and the qualifications of our candidates. The salary range for this role considers various factors, including skills, experience, education, certifications, and location. The salary range provided is an estimate, with actual pay within this range determined by your specific qualifications and experience. The salary range for this job is: $200,000.00 - $600,000.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare 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 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. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.