Private Wealth Services Tax Manager

Grant Thornton (US)

. Conduct primary and secondary reviews of complex tax returns .

Posted 10/16/2026full-timeUnited StatesSeniorLead💰 $138,000 - $172,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in tax planning, compliance, and consulting for high-net-worth clients, with a strong focus on estate, gift, and individual income taxes. Proven leadership in managing client service teams and developing tax strategies while maintaining exceptional client relationships.

Highest-signal resume keywords

CPA Or Licensed Member Of The Bar Or Enrolled Agent DesignationTax Planning And Consulting ExpertiseClient Relationship ManagementLeadership And Mentoring SkillsTax Compliance Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationEstate And Gift Tax PlanningTax AccountingTax Strategy ImplementationFederal Tax ResearchWills And Trusts TaxationClient Service ManagementProposal DevelopmentBudget ManagementAnalytical Skills

Soft Skills

Exceptional Client ServiceCommunication SkillsInterpersonal SkillsPresentation SkillsCoaching And Training Skills

Tools & Technologies

Tax-Related Software

Certifications & Qualifications

Bachelor's Degree In AccountingCPAEnrolled Agent Designation

Industry Keywords

Family Wealth PlanningHigh-Net-Worth ClientsPublic AccountingTax ComplianceBusiness Development

About the role

Key responsibilities & impact

Conduct primary and secondary reviews of complex tax returns
Provide income, estate, and gift tax planning strategies for high-net-worth, closely held business, and family business clients
Provide tax planning and consulting for estate, wills and trusts taxation, and individual income taxes
Interact with clients' attorneys and financial asset managers
Manage multiple client service teams and tax engagements
Plan, execute, direct, and complete tax projects across varied industries
Provide tax planning, consulting, and compliance expertise
Assist with proposal activities and manage to budget
Manage, develop, train, and mentor staff; assess 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, 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 Masters Degree) required
Minimum eight 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
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
Medical, dental, and vision insurance programs
Employee assistance program
Potential eligibility for discretionary annual bonus based on individual and firm performance