Senior Private Wealth Tax Manager - Hybrid

Grant Thornton (US); Boston (MA); Híbrido; USD 138 000 - 173 000; Tempo integral

Resumo da oferta

Grant Thornton, a leading US professional services firm, seeks a Private Wealth Services Tax Manager to lead reviews of complex returns and craft income, estate, and gift tax strategies for high net worth clients. The role emphasizes accuracy, advisory excellence, and client service.

You will supervise multi-disciplinary teams, guide planning, and collaborate with the Private Wealth Services Tax group to uncover tax savings opportunities while delivering high-value results.

Qualificações

• Bachelor's degree in Accounting; CPA or licensed Bar/EA with Masters required.
• 6–10 years of progressive tax compliance/consulting in Family Wealth Planning.
• Experience dealing with $25M+ net worth and implementing tax strategies.
• Strong analytical, technical, and tax accounting/technology skills.
• Excellent client service and communication; ability to build client relationships.
• Leadership, business development, recruiting, training and mentoring skills.
• Ability to manage multiple engagements in a fast-paced team.

Responsabilidades

• Provide tax planning and consulting for high net worth clients on estate, wills and trusts, and individual taxes.
• Lead multiple client service teams; plan and execute tax engagements and budgets.
• Develop, train and mentor staff on tax projects and evaluate performance.
• Research and advise on federal estate, gift, charitable planning and generation-skipping taxes; use tax software to prepare returns.
• Respond to inquiries from IRS and other authorities.
• Maintain active client communication to manage expectations and deadlines.
• Support business development activities and client pursuit efforts.

Conhecimentos

analytical skills

communication skills

leadership

client service

mentoring

recruiting

training

Formação académica

Bachelor's degree in Accounting - CPA or Bar/EA with Masters

Ferramentas

Tax software

Descrição da oferta de emprego

Grant Thornton, a leading US professional services firm, seeks a Private Wealth Services Tax Manager to lead reviews of complex returns and craft income, estate, and gift tax strategies for high net worth clients. The role emphasizes accuracy, advisory excellence, and client service.

You will supervise multi-disciplinary teams, guide planning, and collaborate with the Private Wealth Services Tax group to uncover tax savings opportunities while delivering high-value results.