Private Wealth Tax Senior Associate: Estate & Gift Planning

Grant Thornton - US; Dallas (TX); On-site; USD 101,000 - 129,000; Full time

Job summary

Grant Thornton US is seeking a Private Wealth Services Tax Senior Associate to perform compliance for complex returns and provide income, estate, and gift tax planning for high net worth and closely held clients. You’ll collaborate with the Private Wealth Services Tax team to drive accuracy, quality, and client service.

From day one, you’ll leverage high quality tools to thrive, manage multiple engagements, supervise staff, and help grow the practice.

Qualifications

• Bachelor's degree in accounting; CPA or licensed member of the Bar or Enrolled Agent preferred.
• 2–6 years of progressive tax compliance/consulting in Family Wealth Planning in public accounting.
• Strong analytical, technical, and tax accounting/technology skills.
• Excellent client service and communication; ability to manage relationships.
• Willingness to travel as needed.

Responsibilities

• Provide tax planning and consulting to high net worth clients on estate and income taxes.
• Lead and mentor staff; manage multiple engagements and budgets.
• Research tax matters and prepare returns using tax software; respond to IRS inquiries.
• Coordinate with client service teams and maintain client relationships and deadlines.

Skills

Client service

Communication

Leadership

Mentoring

Time management

Education

Bachelor's in accounting

CPA or EA preferred

Masters degree preferred

Tools

Tax software

Job description

Grant Thornton US is seeking a Private Wealth Services Tax Senior Associate to perform compliance for complex returns and provide income, estate, and gift tax planning for high net worth and closely held clients. You’ll collaborate with the Private Wealth Services Tax team to drive accuracy, quality, and client service.

From day one, you’ll leverage high quality tools to thrive, manage multiple engagements, supervise staff, and help grow the practice.