Private Wealth Services Tax Manager

Grant Thornton•Boston, MA

23h

About The Position

As the Private Wealth Services Tax Manager, you will conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high-net-worth individuals, closely held businesses, and family businesses. You will collaborate with the Private Wealth Services Tax team to recommend return preparation approaches and tax savings opportunities, with a focus on accuracy, quality, and client service. The role provides tools and resources to help you meet client needs and deliver high-value solutions. You will provide tax planning and consulting for high-net-worth clients, manage client service teams and tax engagements, develop and mentor staff, research tax matters, respond to tax authority inquiries, maintain client relationships, and support business development activities. Other duties may be assigned.

Requirements

Bachelor’s degree in Accounting.
CPA, licensed member of the Bar, or Enrolled Agent designation with a master’s degree required.
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 record of 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.
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.
Work closely with clients’ other advisers, such as attorneys and financial asset managers.
Manage multiple client service teams on engagements; plan, execute, direct, and complete tax projects across a wide variety of industries.
Provide tax planning, consulting, and compliance expertise to clients, 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 matters.
Respond to inquiries from the IRS and other tax authorities.
Communicate actively with clients to manage expectations, meet deadlines, and enhance client relationships.
Support business development activities, including identifying opportunities, developing proposals, and pursuing client work.
Perform other duties as assigned.