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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance, planning, and consulting for high-net-worth clients, with a strong focus on estate, gift, and individual income taxes. Proven ability to lead teams, manage client relationships, and deliver exceptional service in a fast-paced environment.
Highest-signal resume keywords
Tax Compliance ServicesEstate And Gift Tax PlanningClient Relationship ManagementLeadership And MentoringCPA Or Enrolled Agent Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PlanningTax ConsultingTax AccountingFederal Tax ResearchTax Software ProficiencyWills And Trusts TaxationPerformance AssessmentProposal ManagementBudget ManagementEngagement Management
Soft Skills
Analytical SkillsClient Service SkillsCommunication SkillsInterpersonal SkillsPresentation Skills
Certifications & Qualifications
CPAEnrolled AgentMasters Degree (Preferred)
Industry Keywords
Family Wealth PlanningPublic AccountingHigh-Net-Worth ClientsTax AuthoritiesCharitable Planning
About the role
Key responsibilities & impact- Perform compliance services for 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
- Support multiple client service teams on client 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, and mentor staff on tax projects
- 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
- 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 a related area, in public accounting or a combination of industry and public accounting experience
- CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) preferred
- 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
Benefits
Comp & perks- Flexible work location, weekly schedule, and flex time off options
- Hybrid work model with work-life integration options
- Personalized and comprehensive benefits
- Discretionary annual bonus based on individual and firm performance
- Access to Grant Thornton's benefits offerings, including medical, dental, vision, employee assistance, paid sick leave, 401(k) savings plan, and employee retirement plan where applicable
- Diversity, equity, and inclusion support
- Reasonable accommodation for qualified applicants with disabilities