Private Wealth Tax Manager: Estate & Gift Strategy

Grant Thornton International Ltd; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and a CPA designation, with 6-10 years of relevant experience. Strong analytical, leadership, and client service skills are essential. The position offers a dynamic work environment with opportunities for professional growth.

Qualifications

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

Responsibilities

• Provide tax planning for high net worth clients.
• Manage multiple client service teams and tax projects.
• Research and consult on federal estate and gift tax matters.
• Respond to inquiries from the IRS and other tax authorities.
• Support business development activities.

Skills

Analytical skills

Client service

Communication skills

Leadership skills

Interpersonal skills

Presentation skills

Education

Bachelor's degree in Accounting

CPA or licensed member of the Bar or Enrolled Agent designation

Tools

Tax-related software

Job description

A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and a CPA designation, with 6-10 years of relevant experience. Strong analytical, leadership, and client service skills are essential. The position offers a dynamic work environment with opportunities for professional growth.