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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. 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 clients.

Key Responsibilities
  • Provide tax planning and consulting services to our firm's 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, to ensure comprehensive service delivery.
  • Manage multiple client service teams on client engagements, planning, executing, directing, and completing tax projects in a wide variety of industries.
  • Provide innovative tax planning, consulting, and compliance expertise to clients, actively assisting in proposal activities and managing 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, utilizing tax-related software to prepare and process returns and research tax matters.
  • Respond to inquiries from the IRS and other tax authorities, maintaining 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.
About Us

At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. We offer a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.

We are committed to promoting equal employment opportunities and providing reasonable accommodation when requested by a qualified applicant or employee with a disability. We are an equal opportunity employer and welcome applications from diverse candidates.