Tax Transaction Advisory Services Manager

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

Job summary

The Manager in Tax Transaction Advisory at Crowe Advisory LLC leads day-to-day delivery of tax due diligence, structuring, and advisory services for M&A engagements. You will supervise workstreams, translate complex tax findings to client guidance, and help execute the national Tax Transaction Advisory strategy.

The role supports cross-office collaboration, client relationships, and staff development, with a hybrid work model and potential remote arrangements.

Qualifications

• Bachelor's degree in Accounting, Finance, Tax, or related field required
• Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), or equivalent professional credential required
• Minimum of five (5) years of experience in a professional services, public accounting, corporate tax, or law firm environment
• At least two (2) years of direct experience in tax transaction advisory services or closely related mergers and acquisitions tax work
• Demonstrated experience leading engagement workstreams, reviewing the work of others, and managing deliverables within transaction timelines required
• Proficiency with Microsoft Excel, Word, and PowerPoint required

Responsibilities

• Manages multiple concurrent engagement workstreams for due diligence and advisory services in transactions
• Identifies tax exposures and opportunities, develops tax-efficient alternatives
• Reviews tax returns, workpapers, data-room materials, transaction documentation
• Prepares client-ready diligence reports, technical memoranda, structuring analyses
• Reviews tax-related assumptions in client financial models and assesses tax impacts
• Manages engagement economics: work plans, budgets, timelines, billing, quality risk
• Coordinates with domestic and international offices and other service lines
• Develops and maintains client relationships through status calls and presentations
• Supports proposals, pursuits, market initiatives, and staff development

Skills

Leadership

Project management

Client service

Communication

Travel willingness

Education

Bachelor's degree in Accounting, Finance, Tax, or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

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 Manager in Tax Transaction Advisory plays a central role in managing the day-to-day delivery of high-quality transaction-related tax services. This position is responsible for leading engagement workstreams and selected engagements, translating complex tax findings into practical client advice, and supporting the execution of the firm's national Tax Transaction Advisory strategy. The role requires strong technical judgment, disciplined project management, effective client service, and a commitment to developing team members.

Key Responsibilities

• Manages multiple concurrent transaction engagement workstreams, planning and coordinating tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings undertaken by private equity sponsors and corporate acquirers
• Identifies, evaluates, and communicates tax exposures and planning opportunities, develops tax-efficient transaction alternatives, and escalates significant technical or risk matters to senior engagement leaders
• Reviews tax returns, workpapers, data-room materials, transaction documentation, and team analyses; synthesizes findings and ensures conclusions are supported, accurate, and relevant to the transaction
• Prepares and reviews client-ready diligence reports, technical memoranda, structuring analyses, and other engagement deliverables, including comments on tax provisions in merger and purchase agreements
• Reviews tax-related assumptions and calculations within client financial models and leads quantitative and qualitative assessments of tax impacts on projected transaction outcomes
• Manages day-to-day engagement economics and administration, including work plans, scope, budgets, timelines, billing support, and adherence to quality and risk management standards
• Coordinates with professionals across domestic and international offices and other service lines to integrate specialist findings and deliver cohesive client solutions
• Develops and maintains effective client relationships by leading routine status and diligence calls, presenting findings, managing expectations, and responding promptly to client needs
• Supports proposals, pursuit activities, market initiatives, and the expansion of services with new and existing clients while coaching and developing staff and senior team members
• Performs additional responsibilities as business needs require

Leadership & Supervision

• Provides day-to-day supervision to staff and senior team members by allocating work, reviewing deliverables, monitoring progress, delivering timely feedback, and escalating significant performance, technical, or engagement matters

Required Qualifications

• Bachelor's degree in Accounting, Finance, Tax, or related field required
• Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), or equivalent professional credential required
• Minimum of five (5) years of experience in a professional services, public accounting, corporate tax, or law firm environment
• At least two (2) years of direct experience in tax transaction advisory services or closely related mergers and acquisitions tax work
• Demonstrated experience leading engagement workstreams, reviewing the work of others, and managing deliverables within transaction timelines required
• Proficiency with Microsoft Excel, Word, and PowerPoint required

Preferred Qualifications

• Advanced degree such as a Juris Doctor (JD), Master of Laws (LLM - Tax), or Master's in Accounting or Taxation preferred
• Additional relevant certifications or professional designations are a plus

Technical Skills & Core Competencies

• Demonstrated ability to manage multiple concurrent engagement workstreams and coordinate client service teams in a deadline-driven environment
• Strong written and verbal communication skills, with the ability to translate complex tax concepts into clear, practical conclusions for clients and engagement teams
• Strong working knowledge across U.S. federal income tax matters and the ability to identify when state, local, or international specialists should be engaged
• Working knowledge of non-income-based taxes, including indirect, payroll, property, and other transactional tax regimes
• Solid understanding of U.S. GAAP, particularly accounting for income taxes, and the interaction of tax findings with financial statements and transaction models
• Ability to review transaction agreements, recognize tax controversy and procedural considerations, and apply sound judgment in escalating technical and engagement risks
• Willingness and ability to travel as business needs dictate

#LI-Remote #LI-Hybrid

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 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 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 Crowe (www.crowe.com) is a public accounting, consulting and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory, and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.