Wealth Planning Tax Expert

7 days ago

Reno, Nevada, United States Grant Thornton Full time

About the Role

As a Tax Director in our Private Wealth Services team at Grant Thornton, you will lead the production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. You will collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality, and client service.

Your Key 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 clients' other advisers, such as attorneys and financial asset managers.
  • Attract and mentor talented professionals.
  • Oversee the efforts of multiple client services 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; market, sell, design, and implement tax-planning strategies for clients and manage to budget.
  • Develop and maintain new business and client relationships, both with existing Firm clients and new clients.
  • 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.
  • Lead and support business development activities, such as identification, proposal development, and other pursuit activities at clients.

About You

We are looking for a highly experienced Tax Director with a strong background in family wealth planning and tax compliance. You will have a Bachelor's degree in Accounting and be a licensed CPA or member of the Bar or Enrolled Agent designation. You will also have a minimum of ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or a related area in public accounting or a combination of industry and public accounting experience.

Requirements

  • Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required.
  • Minimum 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.
  • Ability to travel as needed.

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