Tax Manager for Private Wealth Services

6 days ago


Arlington, Virginia, United States Grant Thornton Full time
Job Summary

We are seeking a highly skilled Tax Manager for Private Wealth Services to join our team at Grant Thornton. As a key member of our Private Wealth Services 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 high net worth, closely held business and family business clients.

Key Responsibilities
  • Conduct primary and secondary reviews of complex tax returns
  • Provide income, estate, and gift tax planning strategies for high net worth clients
  • Collaborate with the Private Wealth Services Tax team to make recommendations on return preparation and tax savings opportunities
  • Focus on accuracy, quality, and client service
  • Empowered by high-quality tools and resources to thrive in your role
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
  • Proven track record of implementation of tax strategies
  • Excellent analytical, technical, and tax accounting/technology skills
  • Exceptional client service and communication skills
  • Strong leadership, business development, recruiting, training, coaching, and mentoring skills
What We Offer

At Grant Thornton, we believe in making business more personal and building trust into every result. We offer a career path with more opportunity, more flexibility, and more support. Our team is ready to help you thrive, with options to work in the way that best serves your clients and your life.

We support you with personalized and comprehensive benefits that recognize and empower all the identities, roles, and aspirations that make you, well, you. We are committed to doing more than checking boxes, taking action for diversity, equity, and inclusion.


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