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Private Wealth Services Tax Manager

2 months ago

Charlotte, North Carolina, United States Grant Thornton Full time
About the Role

We are seeking a highly skilled Tax Manager to join our Private Wealth Services team at Grant Thornton. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth, closely held business, and family business clients.

Key Responsibilities
  • Conduct tax planning and consulting for high net worth clients, focusing on estate, wills, and trusts taxation, and individual income taxes.
  • Interact closely with clients' 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.
  • Assist in proposal activities and manage to budget.
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
  • Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas.
  • 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.
Requirements
  • Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) 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 combination of industry and public accounting experience.
  • Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies.
  • Excellent analytical, technical, and tax accounting/technology skills.
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
  • Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
  • Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
  • Can travel as needed.