Private Wealth Services Tax Manager

About the role

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. You’ll be empowered with high-quality tools and resources to meet client needs and deliver high-value solutions.

Responsibilities

• Provide tax planning and consulting for estate, wills and trusts taxation, and individual income taxes for high net worth clients.
• 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 dealing 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 will require in-person attendance at least three days per week, either at a Grant Thornton office or client site.

Benefits

Grant Thornton offers personalized and comprehensive benefits, including:

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