Private Wealth Services Senior Manager

$110,000 - $180,000 yearly
  • The Resume Review - Recruiting Department
  • Feb 15, 2021
Full time Accounting Finance Health Care

Job Description

Job description

Private Wealth Services Tax Senior Manager Position Summary:
This company's responsive, partner-led Tax service teams help dynamic companies navigate complexity and grow with insightful, practical tax advice. In addition to tax professionals across the United States, our Washington National Tax Office provides deep technical knowledge and responsive support in local, state, federal and international tax. Our tax services include: compliance, human capital services, federal tax services, international tax services, state and local tax services, private wealth services, tax reporting and advisory, partnership taxation, not-for-profit tax, and mergers & acquisition tax services. The Tax Senior Manager in the General Tax Private Wealth Service group is responsible for leading the practice and providing tax consulting services to our clients. The Senior Manager works with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. The client base is primarily comprised of owners of closely held businesses and other high net worth individuals.

Essential Duties and Responsibilities:

  • Job descriptionPrivate Wealth Services Tax Senior Manager
    Position Summary:
    Grant Thornton’s responsive, partner-led Tax service teams help dynamic companies navigate complexity and grow with insightful, practical tax advice. In addition to tax professionals across the United States, our Washington National Tax Office provides deep technical knowledge and responsive support in local, state, federal and international tax. Our tax services include: compliance, human capital services, federal tax services, international tax services, state and local tax services, private wealth services, tax reporting and advisory, partnership taxation, not-for-profit tax, and mergers & acquisition tax services. 
    The Tax Senior Manager in the General Tax Private Wealth Service group is responsible for leading the practice and providing tax consulting services to our clients. The Senior Manager works with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. The client base is primarily comprised of owners of closely held businesses and other high net worth individuals.

    Essential Duties and Responsibilities:
    • As a Senior Manager, a significant portion of responsibilities will be in the development of the practice, as well as attracting and mentoring 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.
    • 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.
    • Develop a project vision and set challenging personal and client service team goals.
    • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
    • Other duties as assigned.
    Qualifications:
    • Bachelor's degree in Accounting. A CPA, or JD/active law license required. A minimum of 10 years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting.
    • Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies.
    • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
    • Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
    • Computer expertise including knowledge of tax software and technology.
    Preferred Skills and Experience:
    • Masters in Taxation, LLM in Taxation or CFP.
    Additional Information:
    • Ability to work additional hours as needed and travel to various client sites.
    Benefits:
      
    Grant Thornton LLP promotes a nationally recognized culture of health and offers an extensive array of benefits to meet individual lifestyles.  For a complete list of benefits, please visit http://www.gt.com/.
      
      
      
    Grant Thornton works with a broad range of publicly- and privately-held companies, government agencies, financial institutions, and civic and religious organizations. Core industries served include consumer and industrial products, financial services, not-for-profit, private equity, and technology. Grant Thornton focuses on serving dynamic organizations that pursue growth holistically — whether through revenue improvement, leadership, mission fulfillment or innovation.
      
      
      
    It is Grant Thornton’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
      
      
      
      
      
      
      
      
      
    For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
    , as well as attracting and mentoring 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.
  • 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.
  • Develop a project vision and set challenging personal and client service team goals.
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
  • Other duties as assigned.

Qualifications:

  • Bachelor's degree in Accounting. A CPA, or JD/active law license required. A minimum of 10 years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting.
  • Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies.
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
  • Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
  • Computer expertise including knowledge of tax software and technology.

Preferred Skills and Experience:

  • Masters in Taxation, LLM in Taxation or CFP.

Additional Information:

  • Ability to work additional hours as needed and travel to various client sites.

Benefits:
 
This company promotes a nationally recognized culture of health and offers an extensive array of benefits to meet individual lifestyles.  For a complete list of benefits, please visit http://www.gt.com/.
 
 
 
This company works with a broad range of publicly- and privately-held companies, government agencies, financial institutions, and civic and religious organizations. Core industries served include consumer and industrial products, financial services, not-for-profit, private equity, and technology. This company focuses on serving dynamic organizations that pursue growth holistically — whether through revenue improvement, leadership, mission fulfillment or innovation.
 
 
 
It is this company’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
 
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.