Tax Managing Director, Financial Services (Capital Markets/Partnerships) jobs in United States
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Crowe · 6 hours ago

Tax Managing Director, Financial Services (Capital Markets/Partnerships)

Crowe is one of the largest public accounting, consulting and technology firms in the United States. They are seeking a Tax Managing Director to lead the Capital Markets Tax practice, oversee a significant client portfolio, and drive growth by expanding client relationships and delivering advanced tax consulting services.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting
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Responsibilities

Serve as a strategic leader in the Capital Markets Tax practice, overseeing a significant client portfolio across investment funds, private equity, private credit, broker-dealers, and other asset management
Lead delivery of advanced tax consulting on financial instruments, transactions, structuring, and investment vehicle design
Drive growth by expanding existing client relationships and cultivating new business opportunities within the capital markets ecosystem
Act as an industry-recognized resource, providing insights on tax regulations, market trends, and evolving financial product landscapes
Shape team strategy, staffing, development, and performance expectations to build a scalable, high-performing practice
Collaborate with Partners, Specialty Tax, Assurance, Consulting, and Advisory to deliver comprehensive, integrated client solutions
Ensure operational excellence through budgeting, resource planning, process optimization, and quality control

Qualification

CPACapital markets tax experiencePartnership taxationFinancial products expertiseInvestment structures knowledgeLeadership presenceCommitment to innovationStrategic mindsetOutstanding communication skills

Required

Bachelor's in Accounting
CPA required
12+ years of capital markets-focused tax experience with demonstrated industry expertise
Deep technical command of partnership taxation, financial products, and investment structures
Proven ability to grow client accounts and drive practice expansion
Strong leadership presence with experience developing teams and elevating organizational performance
Strategic mindset, outstanding communication skills, and commitment to innovation and exceptional service

Preferred

Master's or advanced degree

Benefits

Comprehensive total rewards package

Company

Crowe LLP is a public accounting, consulting, and technology firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-08-29Acquired

Leadership Team

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James L. Powers
CEO
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Joy Mikolajczak Duce
Managing Principal/Partner - Human Capital Consulting
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