Senior Private Wealth Tax Manager

Grant Thornton (US); Atlanta (GA); Hybrid; USD 138,000 - 172,500; Full time

Job summary

Grant Thornton is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and provide income, estate, and gift tax planning for high net worth and family-owned clients. You will collaborate with the Private Wealth Services Tax team to optimize return preparation, tax savings, and client service.

The role emphasizes leadership, mentoring staff, and contributing to business development within a hybrid work model, requiring in-person attendance at least three days per week.

Qualifications

• Bachelor's degree in Accounting with CPA or licensed member of the Bar or Enrolled Agent designation (with Masters) required.
• Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a mix of industry/public accounting experience.
• Experience with high net worth clients (net worth $25M+) and tax strategy implementation.
• Strong analytical, technical, and tax accounting/technology skills; excellent client service and communication skills.
• Strong leadership, business development, recruiting, training, coaching, and mentoring abilities.

Responsibilities

• Providing tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes; interact with clients' other advisers.

Skills

Analytical skills

Communication skills

Leadership

Business development

Mentoring

Education

Bachelor's degree in Accounting

CPA or licensed member of the Bar or Enrolled Agent with Masters

Tools

Tax software

Job description

Grant Thornton is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and provide income, estate, and gift tax planning for high net worth and family-owned clients. You will collaborate with the Private Wealth Services Tax team to optimize return preparation, tax savings, and client service.

The role emphasizes leadership, mentoring staff, and contributing to business development within a hybrid work model, requiring in-person attendance at least three days per week.