Strategic Tax Transaction PM & Engagement Lead

Crowe LLP; South Bend (IN); Híbrido; USD 95 000 - 194 000; Tempo integral

Resumo da oferta

Crowe LLP in the United States is seeking a Manager, Tax Transaction Advisory Project Manager to lead the operational execution, governance and performance management of complex tax engagements and private equity client relationships. You will coordinate cross-functional teams, manage workplans and drive continuous improvement across deal lifecycles.

Responsibilities include leading engagement governance, budgeting, billing and escalation management, while ensuring a consistent client experience

Qualificações

• Experience managing complex projects, client-service operations or professional-services engagements, preferably in tax, transaction advisory, accounting or consulting.
• Demonstrated ability to lead cross-functional initiatives, manage competing deadlines, influence stakeholders and communicate with senior leaders.
• Strong financial and analytical acumen, including budgets, billing, utilization, realization, margins and operational performance reporting.
• Proficiency with Microsoft Excel, PowerPoint, SharePoint and workflow/reporting tools; familiarity with Workday or comparable professional-services systems is beneficial.
• Excellent judgment, organization, attention to detail and commitment to confidentiality and high-quality client service.

Responsabilidades

• Lead cross-service-line coordination and recurring account reviews, aligning transaction, compliance, audit and advisory teams on commitments, deliverables and client priorities.
• Own and continuously improve integrated account service plans across PEG funds, portfolio companies and related service lines; maintain internal operational and client-ready views, milestone calendars, key contacts, risks and escalations.
• Oversee engagement-letter workflows, scope documentation, conflict-check coordination, signature completion and consistent engagement setup practices.
• Direct project management infrastructure for M&A tax engagements, including workplans, deal trackers, document request lists, SharePoint workspaces, standardized deliverables and retention controls.
• Coordinate closing and post-close activities, including invoices, payment follow-up, closing documentation, remediation items, voluntary disclosure agreements and transition into recurring compliance.
• Maintain deal-roll visibility, facilitate handoffs across teams and surface follow-on service opportunities to relationship and service-line leaders.
• Standardize project trackers, time-entry codes, workflow tools and reporting routines to improve transparency, consistency and accountability.
• Lead planning and monitoring of milestones, resource assignments, work-in-progress, planned versus actual hours and delivery bottlenecks; elevate capacity or execution risks promptly.
• Coordinate critical tax data flows and K-1 delivery dependencies among portfolio-company, fund and individual tax teams.
• Support engagement budgets, proposal development, rate-card consistency and forecasts of resource demand and financial performance.
• Oversee engagement billing coordination, accounts-receivable visibility, aging escalations and fee-related independence tracking in partnership with appropriate leaders.
• Drive process improvements and adoption of standard practices across teams without compromising client service, quality or compliance requirements.
• Act as a trusted operational partner to TTA leaders, providing concise management reporting, decision support and proactive risk identification.
• Coordinate stakeholders across tax, transaction services, finance, legal, compliance and other service lines to resolve issues and keep engagements on track.

Conhecimentos

Cross-functional leadership

Financial acumen

Analytical skills

Communication with senior leaders

Ferramentas

Excel

PowerPoint

SharePoint

Workday

Descrição da oferta de emprego

Crowe LLP in the United States is seeking a Manager, Tax Transaction Advisory Project Manager to lead the operational execution, governance and performance management of complex tax engagements and private equity client relationships. You will coordinate cross-functional teams, manage workplans and drive continuous improvement across deal lifecycles.

Responsibilities include leading engagement governance, budgeting, billing and escalation management, while ensuring a consistent client experience