This job has closed.

Grant Thornton (US) · 1 day ago

Private Wealth Services Tax Manager

Arlington, VA

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $180K/yr

6+ years exp

Grant Thornton is a professional services firm that provides audit and assurance services, as well as tax and advisory services. The Private Wealth Services Tax Manager will conduct reviews of complex tax returns, provide tax planning strategies for high net worth clients, and manage client engagements while mentoring staff.

Accounting

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Providing 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

Managing multiple client service 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; actively assist in proposal activities and manage to budget

Managing, developing, training, and mentoring staff on tax projects and assess performance for engagement and year-end reviews

Researching and consulting on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters

Responding to inquiries from the IRS and other tax authorities

Maintaining active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships

Supporting business development activities, such as identification, proposal development and other pursuit activities at clients

Other duties as assigned

Qualification

CPATax planningTax complianceClient relationship managementAnalytical skillsLeadership skillsBusiness developmentCoaching skillsCommunication skillsMentoring skillsInterpersonal skillsPresentation skills

Required

Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters 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 in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies

Excellent analytical, technical, and tax accounting/technology skills

Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships

Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with 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

Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program.

Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.

Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program.

Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements.

Seasonal employees receive a minimum of 72 hours of paid sick leave.

Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program.

Company

Grant Thornton (US)

Glassdoor3.9

In the US, Grant Thornton LLP and Grant Thornton Advisors LLC (and their respective subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Founded in 1924

Chicago, IL, US

5001-10000 employees

https://gt-us.co/3LukwpC

H1B Sponsorship

Grant Thornton (US) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (84)

2023 (84)

2022 (89)

2021 (88)

2020 (53)