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Grant Thornton (US) · 7 hours ago

Private Wealth Services Tax Manager

Houston, TX

Full-time

Hybrid

Senior Level

6+ years exp

Grant Thornton is a leading professional services firm that emphasizes building trust and delivering personalized solutions. The Private Wealth Services Tax Manager will conduct reviews of complex tax returns and provide tax planning strategies for high net worth clients, ensuring accuracy and quality in client service.

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

CPAEnrolled AgentTax planningConsultingFamily Wealth PlanningTax-related softwareClient relationship managementAnalytical skillsBusiness developmentLeadership skillsCommunication skillsMentoring 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

Medical, dental and vision insurance programs

Employee assistance program

401(k) savings plan

Employee retirement plan

Minimum of 72 hours of paid sick leave

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)