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About the role
Key responsibilities & impact- Manage multiple concurrent transaction engagement workstreams
- Plan and coordinate tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings
- Identify, evaluate, and communicate tax exposures and planning opportunities
- Develop tax-efficient transaction alternatives and escalate significant technical or risk matters
- Review tax returns, workpapers, data-room materials, transaction documentation, and team analyses
- Prepare and review client-ready diligence reports, technical memoranda, structuring analyses, and other engagement deliverables
- Review tax-related assumptions and calculations in client financial models
- Lead quantitative and qualitative assessments of tax impacts on projected transaction outcomes
- Manage engagement economics and administration, including work plans, scope, budgets, timelines, billing support, and quality and risk management standards
- Coordinate with domestic and international offices and other service lines
- Develop and maintain client relationships through status and diligence calls, presentations, expectation management, and client support
- Support proposals, pursuit activities, market initiatives, and service expansion
- Coach and develop staff and senior team members
- Provide day-to-day supervision, allocate work, review deliverables, monitor progress, provide feedback, and escalate significant matters
Requirements
What you’ll need- 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
- Experience leading engagement workstreams, reviewing the work of others, and managing deliverables within transaction timelines
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Ability to manage multiple concurrent engagement workstreams and coordinate client service teams in a deadline-driven environment
- Strong written and verbal communication skills
- Strong working knowledge across U.S. federal income tax matters
- 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
- Must verify identity and eligibility to work in the United States
- Crowe is not sponsoring work authorization at this time
Benefits
Comp & perks- Real flexibility to balance work with life moments
- Career growth and leadership opportunities
- Well-being support
- Career coaching with a Career Coach
- Inclusive culture that values diversity
- Hybrid work model for candidates near a Crowe office
- Remote work arrangement may be considered for candidates not within commuting distance of a Crowe office, subject to business needs
