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

Discretionary annual bonus

Flexible schedule options

Job summary

Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to perform compliance work for complex returns and to provide income, estate, and gift tax planning for high net worth clients. You’ll collaborate with our Private Wealth Services Tax team to improve tax savings opportunities and ensure client satisfaction.

You will supervise and mentor staff, manage multiple engagements, and respond to IRS inquiries while maintaining strong client relationships and timely delivery.

Qualifications

• Excellent analytical, technical, and tax accounting/technology skills.
• Exceptional client service and communication skills with strong relationship management.
• Leadership, business development, recruiting, training, coaching and mentoring abilities.

Responsibilities

• Provide tax planning and consulting for high net worth clients' estate, wills and trusts taxation and individual income taxes.
• Support multiple client service teams on engagements; plan, execute, direct, and complete tax projects; contribute to proposals and budgeting.
• Supervise, train, and mentor staff on tax projects and performance reviews.
• Research and consult on federal estate, gift, charitable planning, and generation-skipping tax matters; use tax software for returns.
• Respond to IRS inquiries and maintain active client communication to manage expectations and deadlines.
• Assist in providing innovative tax planning and compliance expertise to clients.
• Travel as needed.

Skills

Analytical skills

Client service

Leadership & mentoring

Education

Bachelor's degree in accounting

Job description

Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to perform compliance work for complex returns and to provide income, estate, and gift tax planning for high net worth clients. You’ll collaborate with our Private Wealth Services Tax team to improve tax savings opportunities and ensure client satisfaction.

You will supervise and mentor staff, manage multiple engagements, and respond to IRS inquiries while maintaining strong client relationships and timely delivery.