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IronSpire Tax Manager, Estate, Gift & Trust

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Crowe
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Compliance
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below

Job Description

The Iron Spire 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 Iron Spire Group.

Key Responsibilities
  • 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.
Qualifications
  • 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.
About the Iron Spire Group at Crowe

The Iron Spire 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.

Values & Expectations

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.

Final date to receive applications

The Final date to receive applications for this role is 04/30/2026.

EEO Statement

Crowe LLP 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 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.

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.

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