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Tax Manager for Private Wealth Services

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 Tax Manager, you will play a key role in providing tax planning and consulting services to our high net worth clients, including estate, gift, and charitable planning.

Key Responsibilities
  • Conduct primary and secondary reviews of complex tax returns
  • Provide tax planning and consulting services to high net worth clients
  • Collaborate with the Private Wealth Services Tax team to develop and implement tax strategies
  • 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
  • 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
About Us

At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering 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 creating a workplace that is inclusive and respectful of all individuals. We believe that diversity and inclusion are essential to our success and we are dedicated to creating a workplace where everyone feels valued, respected, and empowered to contribute their best work.

We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to providing a fair and inclusive recruitment process and we will not discriminate on the basis of race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.