Private Wealth Tax Manager: Estate & Gift Planning

Grant Thornton (US); Houston (TX); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Flexible work options

Comprehensive benefits package

Opportunity for professional growth

Job summary

A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has at least six years of tax compliance experience and a Bachelor's degree in Accounting, preferably with CPA accreditation. This role offers an opportunity to thrive in a supportive environment focused on quality and client service.

Qualifications

• Minimum six to ten years of progressive tax compliance and consulting experience.
• Experience in dealing with clients with $25 million in net worth.
• Ability to manage multiple engagements in a fast-paced environment.

Responsibilities

• Conduct primary and secondary reviews of complex tax returns.
• Provide innovative tax planning and compliance expertise.
• Maintain active communication with clients to manage expectations.

Skills

Analytical skills

Excellent communication

Leadership skills

Client service

Education

Bachelor's degree in Accounting

CPA or Enrolled Agent designation

Job description

A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has at least six years of tax compliance experience and a Bachelor's degree in Accounting, preferably with CPA accreditation. This role offers an opportunity to thrive in a supportive environment focused on quality and client service.