Private Wealth Services Tax Manager

As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. You’ll collaborate with the Private Wealth Services Tax team to make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality, and client service.

Responsibilities

• Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes.
• Interact closely with clients’ other advisers, such as attorneys and financial asset managers.
• Manage multiple client service teams on engagements; plan, execute, direct, and complete tax projects across various industries.
• Provide innovative tax planning, consulting, and compliance expertise; assist in proposal activities and manage to budget.
• Research and consult on federal estate, gift, charitable planning, and generation-skipping tax matters using tax-related software.
• Respond to inquiries from the IRS and other tax authorities.
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance relationships.
• Support business development activities, including identification, proposal development, and pursuit activities.
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
• Other duties as assigned.

Requirements

• Bachelor's degree in Accounting; CPA, licensed member of the Bar, or Enrolled Agent designation (with a Master’s Degree) required.
• Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or a related area in public accounting or a combination of industry and public accounting experience.
• Experience working with family units with $25 million and above in net worth and a proven track record of implementing tax strategies.
• Excellent analytical, technical, and tax accounting/technology skills.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills.
• Ability to manage multiple engagements and competing priorities in a fast-paced, results-based team environment.

Pay

The base salary range for this position is between $138,000 and $172,500. Placement within the pay range is at Grant Thornton's discretion and based on factors including job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity.

Schedule

Consistent with the firm's hybrid work model, this position requires in-person attendance at least three days per week, either at a Grant Thornton office or client site.

Benefits

• Personalized and comprehensive benefits, including medical, dental, and vision insurance programs.
• Employee assistance program.
• Paid sick leave (minimum of 72 hours) and paid firm holidays for eligible employees.
• Eligibility to participate in the firm’s 401(k) savings plan and employee retirement plan (for seasonal employees, subject to applicable terms).
• Discretionary, annual bonus based on individual and firm performance (for eligible employees, excluding interns and seasonal employees).
• Work-life integration options, including flexible work location and schedule.

About the Team

The Private Wealth Services Tax team empowers you with high-quality tools, resources, and support to thrive in your role. The firm prioritizes your well-being through work-life integration options tailored to your needs and responsibilities.