Private Wealth Services Tax Manager

Grant Thornton • Boston, MA

4h • $138,000 - $172,500 • Hybrid

About The Position

The Private Wealth Services Tax 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 savings opportunities, emphasizing accuracy, quality, and client service. The manager uses firm resources and tools to meet client needs and deliver high-value solutions.

The position provides tax planning and consulting for high-net-worth clients on estate, wills and trusts taxation, and individual income taxes, working closely with clients’ other advisers. It manages client service teams and tax engagements, develops staff, researches tax matters, responds to tax authorities, maintains client communications, and supports business development. The position follows Grant Thornton’s hybrid work model and requires in-person attendance at least three days per week at a Grant Thornton office or client site. The stated base salary range is $138,000 to $172,500, with placement based on factors including skills, experience, business needs, location, and internal equity.

Requirements

• Bachelor’s degree in Accounting.
• CPA, licensed member of the Bar, or Enrolled Agent designation with a master’s degree.
• Six 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 working with 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 outstanding client relationships.
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills, along 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.

Responsibilities

• Provide tax planning and consulting for high-net-worth clients regarding estate, wills and trusts taxation, and individual income taxes; interact with clients’ attorneys and financial asset managers.
• Manage multiple client service teams and engagements; plan, execute, direct, and complete tax projects across a wide 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 taxes; use tax-related software to prepare and process returns and research tax matters.
• Respond to inquiries from the IRS and other tax authorities.
• Communicate actively with clients to manage expectations, ensure deadlines are met, and enhance 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’s benefits website.
• Employees may be eligible for a discretionary annual bonus based on individual and firm performance, subject to the applicable plan terms and eligibility criteria.
• Work-life integration options and flexibility in work location, weekly schedule, and flex time off, consistent with the firm’s hybrid work model.

What This Job Offers

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