ISP Tax Manager, Ultra-High-Net-Worth

Crowe; Chicago (IL); Hybrid; USD 103,000 - 209,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Crowe’s IronSpire Group in the Chicago area seeks an experienced tax professional specializing in estate, gift, and trust taxation for wealthy family offices. You will lead engagements, mentor junior staff, and collaborate with wealth managers and attorneys to optimize client outcomes.

Ideal candidates have 5+ years in public accounting or related fields, CPA or JD, and a proven ability to build trusted relationships while navigating cross-border tax issues.

Qualifications

• CPA or JD required.
• Minimum of 5 years in public accounting, law, or a family office environment.
• Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues.
• Proven ability to identify client needs, resolve challenges, and build long-term trusted relationships.
• Strong leadership and interpersonal skills with a commitment to teamwork and mentorship.

Responsibilities

• Consult and service wealthy family/family office tax clients through complex problem solving, creating tax efficiencies, minimizing risk through industry and functional expertise including estate and gift planning, charitable giving, and wealth transfers.
• Manage and oversee the review of multiple complex engagements. Research and consult internally and externally on tax matters to optimize tax strategies.
• Manage the tax team in the planning, maintenance and execution of client deliverables and engagement economics.
• Serve as a business advisor to clients through expertise. Share new opportunities and identify and mitigate risk. Work with other advisors, including wealth managers, attorneys and family office teams.
• Develop, manage, and coach junior team towards professional success.
• Established internal and external network for current or future revenue channels.
• Strong knowledge of Tax technology, software and data including Microsoft Office.
• Know and develop self and team(s) in tax technical learnings. Consistently invest in understanding updates to tax law, regulations and industry and technology trends, specifically in the wealthy family/family office space.
• Incorporate and embrace Tax strategy and Tax Transformation into team and client matters.

Skills

Estate & gift taxation

Client relationships

Leadership & mentorship

Education

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:

The IronSpire Group at Crowe provides a collection of boutique services to America's most affluent families, their entities, and investment and estate planning vehicles. Our multidisciplinary team delivers tailored strategies that navigate both domestic and cross-border tax challenges.

Responsibilities:

• Consult and service wealthy family/family office tax clients through complex problem solving, creating tax efficiencies, minimizing risk through industry and functional expertise including estate and gift planning, charitable giving, and wealth transfers.
• Manage and oversee the review of multiple complex engagements. Research and consult internally and externally on tax matters to optimize tax strategies
• Manage the tax team in the planning, maintenance and execution of client deliverables and engagement economics
• Serve as a business advisor to clients through expertise. Share new opportunities and identify and mitigate risk. Work with other advisors, including wealth managers, attorneys and family office teams
• Develop, manage, and coach junior team towards professional success
• Established internal and external network for current or future revenue channels
• Strong knowledge of Tax technology, software and data including Microsoft Office
• Know and develop self and team(s) in tax technical learnings. Consistently invest in understanding updates to tax law, regulations and industry and technology trends, specifically in the wealthy family/family office space
• Incorporate and embrace Tax strategy and Tax Transformation into team and client matters

Qualifications:

• Education & Credentials: CPA or JD required
• Experience: Minimum of 5 years in public accounting, law, or a family office environment
• Technical Proficiency: Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues
• Client Relationship Skills: Proven ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships
• Collaboration: Strong leadership and interpersonal skills with a commitment to teamwork and mentorship

#LI-Hybrid LI-Remote

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 $102,500.00 - $209,400.00 per year.

This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

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 provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services.

The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world.* As independent members of Crowe Global, Crowe LLP and Crowe Advisory LLC serve clients worldwide.

*As of July 2026.

Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) 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 and Crowe Advisory LLC (and their respective subsidiary entities) 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.

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

We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role's responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.

If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation