Senior Associate, Partnership/Private Wealth Services

Grant Thornton (US)

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

Posted 11/3/2026full-timePhiladelphia • Pennsylvania • United StatesSenior💰 $101,200 - $129,030 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, trusts, and individual income taxes. Proven ability to lead teams, manage client relationships, and execute tax projects across various industries.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementLeadership and MentoringTax ComplianceCPA or Enrolled Agent Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ConsultingEstate PlanningTax ComplianceTax ResearchTax AccountingProposal DevelopmentBudget ManagementIRS CommunicationClient ServiceAnalytical Skills

Soft Skills

Exceptional Communication SkillsInterpersonal SkillsPresentation SkillsBusiness DevelopmentCoaching Skills

Tools & Technologies

Tax-Related Software

Certifications & Qualifications

CPAEnrolled AgentMaster's Degree

Industry Keywords

Family Wealth PlanningPublic AccountingHigh Net Worth ClientsEstate TaxGift TaxCharitable PlanningGeneration-Skipping Tax

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
Support 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 in proposal activities and manage to budget
Supervise, develop, train, mentor, and assess staff performance on tax projects
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
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree in accounting
Minimum two to six 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
Excellent analytical, technical, and tax accounting/technology skills
Exceptional client service and communication skills
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
Ability to travel as needed
CPA, licensed member of the Bar, or Enrolled Agent designation with a Master's Degree preferred

Benefits

Comp & perks

Flexible work location, weekly schedule, and flex time off options
Work-life integration options
Personalized and comprehensive benefits
Discretionary annual bonus based on individual and firm performance, subject to plan terms and eligibility
Medical, dental, and vision insurance programs
Employee assistance program
Paid sick leave and firm holidays where applicable