Crowe

IronSpire Tax Manager, Estate, Gift & Trust

$95,500.00 - $195,400.00 per yearFull-time · Costa Mesa CA USA
✓ Verified live on the employer's own system · added 6 days ago
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Mid-level · 5+ yrs exp

Requirements

Experience: 5+ years

License: CPA

Skills & tools

ManagementTeam LeadershipCustomer ServiceCPAAccounting

Benefits — mentioned in this posting

Remote / flexible
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Full 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.

We are seeking a Tax Manager with deep expertise in estate, gift, and trust tax planning and compliance. This individual will play a key role in advising clients, managing sophisticated engagements, and supporting the continued growth and leadership of the IronSpire Group.

- Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. - Firm Standards: Maintain full awareness and compliance with Crowe's quality standards, methodologies, and policies. - Thought Leadership: Contribute to the firm's reputation through speaking engagements, authorship, and professional education efforts.

- 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.

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.

The IronSpire Group represents Crowe's commitment to providing innovative, client-focused solutions to high-net-worth individuals and families. Our professionals bring together deep tax technical knowledge and strategic insight to help clients preserve, manage, and transfer wealth efficiently while aligning with their long-term goals.

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 $95,500.00 - $195,400.00 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.

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This posting was published by Crowe on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.