Financial Services Tax Partner

Reposted Yesterday
Be an Early Applicant
9 Locations
In-Office
200K-600K Annually
Senior level
Consulting
The Role
The Financial Services Tax Partner will lead tax consulting and compliance services for capital markets clients, develop client relationships, and mentor teams while providing strategic tax solutions and insights.
Summary Generated by Built In

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:

Join Crowe as a Financial Services Tax Partner!

If you’re ready to lead, innovate, and make a lasting impact in the financial services tax space, this is your opportunity.

What You’ll Do

As a Tax Partner on the Capital Markets team in Financial Services Tax, you will work with a diverse portfolio of capital markets clients while specializing in the taxation of financial products and investment vehicles. Your role will encompass both tax consulting and compliance services, adding value to clients such as private credit firms, broker-dealers, hedge funds, private equity funds, and other asset management companies.

And you will:

  • Drive growth by cultivating high-value client relationships—expanding services with existing clients and attracting new ones through your network and reputation.

  • Lead with authority as a recognized industry expert—staying ahead of tax law changes and industry trends to provide cutting-edge insights and thought leadership.

  • Deliver strategic tax solutions—ensuring compliance while identifying opportunities to reduce tax burdens, maximize credits, and enhance profitability for clients.

  • Inspire high performance—building, mentoring, and empowering a collaborative, engaged team that thrives in Crowe’s culture of excellence.

  • Collaborate across specialties—partnering with leaders in Specialty Tax, Assurance, Consulting, and Advisory to deliver integrated, exceptional service.

  • Optimize performance—managing budgets, improving processes, and ensuring effective resource allocation to elevate the banking practice’s results.

What You Bring

  • Bachelor’s degree in Accounting (Master’s or advanced degree preferred)

  • CPA required

  • 12+ years of tax experience, preferably serving capital markets clients

  • Deep expertise with partnership flow-through entities

  • 5+ years leading teams, coaching talent, and fostering professional growth

  • A track record of innovation, client development, and team success

  • Strong strategic and organizational skills with a focus on growth, innovation, and exceptional service

  • Ability to cross-sell firm services while maintaining the highest professional and independence standards

Why Crowe?

At Crowe, you’ll be part of a high-performing, nationally recognized practice that values expertise, innovation, and collaboration. You’ll have the platform, resources, and support to shape the industry’s future, the future of Crowe’s Financial Services Tax practice—and your own future.

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.

At Crowe, we offer competitive compensation that reflects the value of the role and the qualifications of our candidates. The salary range for this role considers various factors, including skills, experience, education, certifications, and location. The salary range provided is an estimate, with actual pay within this range determined by your specific qualifications and experience. The salary range for this job is: $200,000.00 - $600,000.00 per year.

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 (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

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. 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, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Top Skills

Advanced Degree
Compliance Services
Cpa
Tax Consulting
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The Company
HQ: New York, New York
17 Employees

What We Do

YOUR GLOBAL ALTERNATIVE FOR M&A, TRANSACTION SUPPORT AND VALUATION

Global Corporate Advisors (GCA) is a coordinated group of legally independent member firms with specialized competencies in cross-border M&A advisory, transaction support and integration consulting services.

We add value to your deal team through our:
Seamless global connectivity
Single point of contact for each assignment
Local country competence
Understanding of cross-border business issues

GCA is a niche specialty of Crowe Global, the eighth largest global network of accounting and consulting firms, with offices in 129 countries and over 35k partners, professionals and staff.

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