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Jobs · Accounting · Texas

Private Wealth Services Tax Manager

Grant Thornton (US) · Houston, TX · 3 days ago
HybridAccounting$25/hrFull-time

About the role

The Private Wealth Services Tax Manager will 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.

Responsibilities

  • Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes.
  • Interact closely with client's other advisers, such as attorneys and financial asset managers.
  • Manage multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in 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.

Requirements

  • Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required.
  • Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience.
  • Experience in 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.
  • The ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.

Qualifications

  • Bachelor's degree in Accounting.
  • CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree).
  • Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience.
  • Experience in 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.
  • The ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.

Skills

  • 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.

Benefits

Grant Thornton offers a range of benefits to support your overall well-being, including:

  • Medical, dental, and vision insurance programs.
  • Employee Assistance Program.
  • Minimum of 72 hours of paid sick leave.
  • Paid holidays during the internship period.
  • Discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions, and eligibility criteria of the applicable bonus plan or program.

For Los Angeles Applicants only: We 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.

For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.

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