Senior Private Wealth Tax Manager – Estate & Gift Planning

Grant Thornton (US); Charlotte (NC); Hybride; USD 138 000 - 173 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Discretionary annual bonus

Résumé du poste

Grant Thornton in the United States seeks a Private Wealth Services Tax Experienced Manager to lead reviews of complex returns and craft income, estate, and gift tax strategies for high net worth and family business clients. You will collaborate with the Private Wealth Services Tax team to optimize tax outcomes and client service while leveraging strong tools and resources to excel.

The role emphasizes accuracy, quality, and proactive tax planning, with opportunities to coach staff, contribute

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/consulting in Family Wealth Planning or related area.
• Experience with family units $25M+ net worth and proven tax strategy implementation.
• Excellent analytical, technical, and tax accounting/technology skills.
• Exceptional client service and communication skills with strong relationships.
• Leadership, business development, recruiting, training, coaching and mentoring skills.
• Ability to manage multiple engagements in a fast-paced team environment.

Responsabilités

• Provide tax planning and consulting for high net worth clients on estate, wills, trusts and individual income taxes.
• Manage multiple client service teams; plan, execute, and complete tax projects; support proposals and budgets.
• Lead, train, and mentor staff on tax projects; assess performance for engagement reviews.
• Research federal estate, gift, charitable planning, and generation-skipping tax matters using tax software.
• Respond to inquiries from IRS and other tax authorities; maintain client communications.
• Support business development and client pursuits at engagements.

Connaissances

Client service

Communication

Leadership

Mentoring

Tax planning

Formation

Bachelor's degree in Accounting

CPA or licensed attorney/Enrolled Agent with Masters

Description du poste

Grant Thornton in the United States seeks a Private Wealth Services Tax Experienced Manager to lead reviews of complex returns and craft income, estate, and gift tax strategies for high net worth and family business clients. You will collaborate with the Private Wealth Services Tax team to optimize tax outcomes and client service while leveraging strong tools and resources to excel.

The role emphasizes accuracy, quality, and proactive tax planning, with opportunities to coach staff, contribute