Private Wealth Services Tax Manager

Grant Thornton (US)

. Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes .

Posted 10/16/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $138,000 - $172,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning, consulting, and compliance for high net worth clients, with a strong focus on estate, wills, and trusts taxation. Proven ability to lead teams, manage client relationships, and implement effective tax strategies.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementTeam LeadershipTax ComplianceBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax AccountingEstate TaxationGift TaxationCharitable PlanningGeneration-Skipping TaxTax Strategy ImplementationTax Software ProficiencyProposal DevelopmentClient Service ExpertiseAnalytical Skills

Soft Skills

Communication SkillsInterpersonal SkillsPresentation SkillsCoaching SkillsMentoring Skills

Certifications & Qualifications

CPAEnrolled AgentMaster's Degree

Industry Keywords

Family Wealth PlanningPublic AccountingHigh Net Worth ClientsTax EngagementsIRS Compliance

About the role

Key responsibilities & impact

Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes
Interact closely with clients' attorneys, financial asset managers, and other advisers
Manage multiple client service teams and tax engagements
Plan, execute, direct, and complete tax projects across a wide variety of industries
Provide tax planning, consulting, and compliance expertise
Assist in proposal activities and manage to budget
Manage, develop, train, and mentor staff on tax projects
Assess staff performance for engagement and year-end reviews
Research and consult on 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
Maintain active client communication, manage expectations, meet deadlines, and enhance client relationships
Support business development activities, including identification, proposal development, and pursuit activities
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree in Accounting
CPA or licensed member of the Bar or Enrolled Agent designation with Master's 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
Experience dealing with family units with $25 million and above in net worth
Proven track 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

Benefits

Comp & perks

Flexible work location, weekly schedule, and flex time off options
Work-life integration options
Personalized and comprehensive benefits
Hybrid work model with flexibility to work at a GT office or client site
Discretionary annual bonus based on individual and firm performance, subject to plan terms, conditions, and eligibility