Senior Private Wealth Tax Advisor

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

Benefits offered by this job

Hybrid work model

Medical, dental, and vision insurance

Discretionary annual bonus

Job summary

Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to deliver compliance for complex tax returns and provide estate, gift, and income tax planning for high net worth clients. You will collaborate with the Private Wealth Services Tax team to enhance return preparation, tax savings opportunities, and client service excellence.

From day one, you’ll be supported by high-quality tools to thrive, manage multiple engagements, and mentor junior staff while maintaining strong

Qualifications

• Bachelor's degree in accounting; CPA or Bar/Enrolled Agent preferred.
• 2–6 years of progressive tax compliance/consulting experience in Family Wealth Planning.
• Excellent analytical, technical, and tax accounting/technology skills.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills.

Responsibilities

• Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes.
• Support multiple client service teams on client engagements; plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise.
• Supervise, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
• Research and consult on various tax matters in federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax software to prepare returns.
• Respond to inquiries from the IRS and other tax authorities.
• Maintain active communication with clients to manage expectations and deadlines.

Skills

Tax planning

Client service

Communication skills

Leadership

Mentoring

Travel as needed

Education

Bachelor's degree in accounting; CPA or Bar/Enrolled Agent preferred with Masters

Job description

Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to deliver compliance for complex tax returns and provide estate, gift, and income tax planning for high net worth clients. You will collaborate with the Private Wealth Services Tax team to enhance return preparation, tax savings opportunities, and client service excellence.

From day one, you’ll be supported by high-quality tools to thrive, manage multiple engagements, and mentor junior staff while maintaining strong