Private Wealth Services Tax Experienced Manager

Grant Thornton • Charlotte, NC

24d • $138,000 - $172,500 • Hybrid

About The Position

The Private Wealth Services Tax Experienced Manager conducts primary and secondary reviews of complex tax returns and provides income, estate, and gift tax planning strategies for high-net-worth individuals, closely held businesses, and family businesses. The role collaborates with the Private Wealth Services Tax team to recommend return preparation approaches and tax-saving opportunities, with an emphasis on accuracy, quality, and client service.

The manager provides tax planning and consulting on estate, wills and trusts taxation, and individual income taxes, coordinating with clients’ other advisers. The position leads client service teams and tax engagements, develops and mentors staff, researches tax matters, responds to tax authorities, maintains client relationships, and supports business development. The position follows the firm’s hybrid work model and requires in-person attendance at least three days per week at a Grant Thornton office or client site.

Requirements

• Bachelor’s degree in Accounting.
• CPA, licensed member of the Bar, or Enrolled Agent designation with a master’s degree.
• Eight to 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.
• Experience serving family units with net worth of $25 million or more and a proven track record implementing tax strategies.
• Excellent analytical, technical, and tax accounting/technology skills.
• Exceptional client service and communication skills, with demonstrated ability to develop and maintain strong client relationships.
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills.
• 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.

Responsibilities

• Provide tax planning and consulting to high-net-worth clients on estate, wills and trusts taxation, and individual income taxes; coordinate with clients’ attorneys, financial asset managers, and other advisers.
• Manage multiple client service teams and engagements; plan, execute, direct, and complete tax projects across a variety of industries.
• Provide tax planning, consulting, and compliance expertise; assist with proposals and manage engagements to budget.
• Manage, develop, train, and mentor staff on tax projects, and assess performance for engagement and year-end reviews.
• Research and consult on tax matters, primarily federal estate, gift, charitable planning, and generation-skipping tax matters; use tax-related software to prepare and process returns and research tax issues.
• Respond to inquiries from the IRS and other tax authorities.
• Communicate actively with clients to manage expectations, meet deadlines, and strengthen client relationships.
• Support business development, including opportunity identification, proposal development, and other client pursuit activities.
• Perform other duties as assigned.

Benefits

• Personalized and comprehensive benefits; specific offerings are described on the company careers website.
• Employees may be eligible for a discretionary annual bonus based on individual and firm performance.
• Work-life integration options and flexibility in work location, weekly schedule, and flex time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager