Private Wealth Tax Manager — Estate & Gift Planning

Grant Thornton (US); Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Hybrid work model

Professional development opportunities

Job summary

A leading accounting firm is seeking a Private Wealth Services Tax Manager in Philadelphia. This role involves conducting reviews of complex tax returns and providing tax planning strategies for high net worth clients. The ideal candidate should have a Bachelor's degree in Accounting, CPA or Enrolled Agent designation, and 6-10 years of relevant experience. Strong leadership, analytical, and client service skills are essential. This position is part of a hybrid work model requiring some in-person attendance.

Qualifications

• Minimum six to ten years of progressive tax compliance or consulting experience.
• Experience with family units having $25 million and above in net worth.
• Proven track record of implementation of tax strategies.

Responsibilities

• Conduct primary and secondary reviews of complex tax returns.
• Provide tax planning and consulting for high net worth clients.
• Manage and mentor staff on tax projects.

Skills

Analytical skills

Client service

Leadership

Communication

Tax compliance

Education

Bachelor's degree in Accounting

CPA or Enrolled Agent designation

Tools

Tax-related software

Job description

A leading accounting firm is seeking a Private Wealth Services Tax Manager in Philadelphia. This role involves conducting reviews of complex tax returns and providing tax planning strategies for high net worth clients. The ideal candidate should have a Bachelor's degree in Accounting, CPA or Enrolled Agent designation, and 6-10 years of relevant experience. Strong leadership, analytical, and client service skills are essential. This position is part of a hybrid work model requiring some in-person attendance.