Private Wealth Services Tax Manager

Grant Thornton • Chicago, IL

6h • Hybrid

About The Position

As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary
reviews of complex tax returns and provide income, estate, and gift tax planning
strategies for your high net worth, closely held business and family business
clients – all with the resources, environment, and support to help you excel.
You’ll 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 because together is how we succeed.  From
day one, you’ll be empowered by high quality tools and resources to thrive in
your role to   meet client needs, deliver high-value solutions, and help you
achieve more, confidently.

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 
• You have experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies 
• You have excellent analytical, technical, and tax accounting/technology skills
• You have exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships 
• You have strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills 
• You have the ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment 

Responsibilities

• Providing 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 client's other advisers, such as attorneys and financial asset managers 
• Managing 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; actively assist in proposal activities and manage to budget 
• Managing, developing, training, and mentoring staff on tax projects and assess performance for engagement and year-end reviews 
• Researching and consulting 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.  
• Responding to inquiries from the IRS and other tax authorities  
• Maintaining active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships 
• Supporting business development activities, such as identification, proposal development and other pursuit activities at clients 
• Other duties as assigned

Benefits

• Whether it’s your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm’s hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site. 
• Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. 
• We understand that your needs, responsibilities and experiences are different — and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you.
• Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.

What This Job Offers

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