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:
The Manager, Tax Transaction Advisory Project Manager leads the operational execution, coordination and performance management of complex tax transaction engagements and private equity client relationships. This role serves as a central point of accountability for engagement governance, cross-functional service delivery, resource and workflow planning, financial reporting, and continuous improvement. Working closely with tax, transaction services, audit, advisory and relationship leadership, the Manager translates strategic priorities into disciplined execution, provides actionable insights on engagement economics and capacity, and helps deliver a consistent client experience across the deal lifecycle and recurring compliance services.
Client Account & Engagement Leadership
Lead cross-service-line coordination and recurring account reviews, aligning transaction, compliance, audit and advisory teams on commitments, deliverables and client priorities.
Own and continuously improve integrated account service plans across PEG funds, portfolio companies and related service lines; maintain internal operational and client-ready views, milestone calendars, key contacts, risks and escalations.
Oversee engagement-letter workflows, scope documentation, conflict-check coordination, signature completion and consistent engagement setup practices.
Transaction Lifecycle & Delivery Governance
Direct project management infrastructure for M&A tax engagements, including workplans, deal trackers, document request lists, SharePoint workspaces, standardized deliverables and retention controls.
Coordinate closing and post-close activities, including invoices, payment follow-up, closing documentation, remediation items, voluntary disclosure agreements and transition into recurring compliance.
Maintain deal-roll visibility, facilitate handoffs across teams and surface follow-on service opportunities to relationship and service-line leaders.
Operational Excellence
Standardize project trackers, time-entry codes, workflow tools and reporting routines to improve transparency, consistency and accountability.
Lead planning and monitoring of milestones, resource assignments, work-in-progress, planned versus actual hours and delivery bottlenecks; escalate capacity or execution risks promptly.
Coordinate critical tax data flows and K-1 delivery dependencies among portfolio-company, fund and individual tax teams.
Financial Management & Performance Analytics
Support engagement budgets, proposal development, rate-card consistency and forecasts of resource demand and financial performance.
Oversee engagement billing coordination, accounts-receivable visibility, aging escalations and fee-related independence tracking in partnership with appropriate leaders.
Leadership & Stakeholder Partnership
Drive process improvements and adoption of standard practices across teams without compromising client service, quality or compliance requirements.
Act as a trusted operational partner to TTA leaders, providing concise management reporting, decision support and proactive risk identification.
Coordinate stakeholders across tax, transaction services, finance, legal, compliance and other service lines to resolve issues and…