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—all with the resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality, and client service. From day one, you’ll be empowered by high-quality tools and resources to thrive in your role, meet client needs, deliver high-value solutions, and achieve more confidently.

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 client engagements; plan, execute, direct, and complete tax projects across a wide variety of industries.
• Provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget.
• Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters.
• Respond to inquiries from the IRS and other tax authorities.
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships.
• Support business development activities, such as identification, proposal development, and other pursuit activities at clients.
• 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 or licensed member of the Bar or Enrolled Agent designation (with 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 dealing with family units with $25 million and above in net worth, and a proven track record of implementation of 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, coupled with excellent written, interpersonal, and presentation skills.
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, 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 is based on multiple factors, including but not limited to 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 will require in-person attendance at least three days per week, either at a GT office or client site.

Benefits

• Personalized and comprehensive benefits that recognize and empower all identities, roles, and aspirations, including medical, dental, and vision insurance programs.
• Employee assistance program.
• Paid sick leave (minimum of 72 hours) and paid firm holidays.
• Eligibility to participate in the firm’s 401(k) savings plan and employee retirement plan (for seasonal employees, subject to applicable plan terms and eligibility requirements).
• Discretionary, annual bonus based on individual and firm performance (eligibility subject to terms, conditions, and criteria of the applicable bonus plan or program; interns and seasonal employees are not eligible).
• Work-life integration options, including flexible work location, weekly schedule, and flex time off.

About the Team

The Private Wealth Services Tax team is ready to help you thrive by offering:

• Empowerment through high-quality tools and resources to meet client needs and deliver high-value solutions.
• Support for prioritizing overall well-being through work-life integration options tailored to your needs.
• A commitment to inclusion, diversity, equity, and action beyond checking boxes.