Private Wealth Services Tax Managing Director

Grant Thornton • Philadelphia, PA

156d • Hybrid

About The Position

As the Private Wealth Services Tax Managing Director, you’ll lead all aspects of client relationships including matters related to tax reporting across a variety of jurisdictions, identification of tax consulting opportunities to drive value for clients and developing a team of tax professionals to deliver tax services to clients associated with the Private Wealth Services practice. Our services include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients. You’ll collaborate with other tax and firm professionals to bring tax savings opportunities and other value added opportunities to your clients. Additionally, you will be active in the local community to provide new client growth opportunities for you, your team and the firm. 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.
Your day-to-day may include:

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 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
• Can travel as needed

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 client's 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
• 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.
• 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 interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
• Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
• 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: Director