Senior Private Wealth Tax Manager — Strategy & Leadership

Grant Thornton; Orlando (FL); Hybrid; USD 138,000 - 173,000; Full time

Job summary

Grant Thornton seeks a Private Wealth Services Tax Experienced Manager in the United States to conduct primary and secondary reviews of complex tax returns and to provide income, estate, and gift tax planning strategies for high net worth clients. You’ll collaborate with the Private Wealth Services Tax team to improve accuracy, quality, and client service.

Your day-to-day may include leading client engagements, mentoring staff, researching tax matters, and supporting business development while

Qualifications

• Bachelor's degree in Accounting and professional license required.
• 8–10 years of progressive tax compliance/consulting experience in Family Wealth Planning.
• Experience with high net worth clients and estates above $25 million.
• Strong analytical, technical, and tax accounting/tech skills.
• Excellent client service and communication; strong leadership and mentoring.
• Ability to manage multiple engagements in a fast-paced team environment.

Responsibilities

• Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes.
• Interact closely with client's other advisers, such as attorneys and financial asset managers
• Manage multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget
• Mentor staff on tax projects and assess performance for engagement and year-end reviews
• Research federal estate, gift, charitable planning, and generation-skipping tax matters; utilize tax-related software to prepare and process returns and research tax matters
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
• Support business development activities, such as identification, proposal development and other pursuit activities at clients
• Other duties as assigned

Skills

Analytical skills

Communication skills

Leadership

Tax accounting/technology

Client service

Business development

Mentoring staff

Multi-engagement management

Education

Bachelor's degree in Accounting

CPA or Bar or Enrolled Agent with Masters

Tools

Tax software

Job description

Grant Thornton seeks a Private Wealth Services Tax Experienced Manager in the United States to conduct primary and secondary reviews of complex tax returns and to provide income, estate, and gift tax planning strategies for high net worth clients. You’ll collaborate with the Private Wealth Services Tax team to improve accuracy, quality, and client service.

Your day-to-day may include leading client engagements, mentoring staff, researching tax matters, and supporting business development while