Private Wealth Tax Strategy Leader

Grant Thornton (US); Charlotte (NC); Hybrid; USD 138,000 - 173,000; Full time

Benefits offered by this job

Discretionary annual bonus

Hybrid work model

Job summary

Grant Thornton in the United States seeks a Tax Experienced Manager in Private Wealth Services to lead reviews of complex returns and develop income, estate, and gift planning strategies for high net worth and family businesses. You’ll collaborate with the Private Wealth Services Tax team to improve accuracy, quality, and client service, backed by strong tools and resources.

Day-to-day includes managing client engagements, mentoring staff, researching tax matters, and supporting business

Qualifications

• Bachelor's degree in Accounting; CPA or licensed member of the Bar or Enrolled Agent designation (with Masters) required
• 8–10 years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area
• Experience with high net worth clients (>$25M net worth) and tax- strategy implementation
• Strong analytical, technical, and tax accounting/technology skills

Responsibilities

• Providing tax planning and consulting to high net worth clients for estate, wills and trusts taxation and individual income taxes
• Managing multiple client service teams on engagements and budgets
• Mentoring staff and conducting performance reviews
• Researching federal estate, gift, charitable planning, and generation-skipping tax matters
• Responding to IRS and other tax authorities
• Maintaining active communication with clients to manage expectations and deadlines
• Supporting business development activities and client proposals
• Other duties as assigned

Skills

Leadership

Client service

Communication

Tax planning

Mentoring

Education

Bachelor's degree in Accounting

CPA or licensed professional

Masters degree

Job description

Grant Thornton in the United States seeks a Tax Experienced Manager in Private Wealth Services to lead reviews of complex returns and develop income, estate, and gift planning strategies for high net worth and family businesses. You’ll collaborate with the Private Wealth Services Tax team to improve accuracy, quality, and client service, backed by strong tools and resources.

Day-to-day includes managing client engagements, mentoring staff, researching tax matters, and supporting business