Grant Thornton (US) · 3 days ago
Private Wealth Services Tax Managing Director
Philadelphia, PA
Full-time
Hybrid
Director/Executive
10+ years expGrant Thornton is a leading professional services firm that provides audit and advisory services. The Private Wealth Services Tax Managing Director will lead client relationships, manage tax consulting opportunities, and develop a team of tax professionals to deliver services to high net worth clients.
Accounting
Responsibilities
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
Attract and mentor 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
Develop and maintain new business and client relationships, both with existing Firm clients and new clients
Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
Research and consult 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
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
Other duties as assigned
Qualification
Required
Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required
Minimum 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
Can travel as needed
Benefits
Medical, dental and vision insurance programs
Employee assistance program
401(k) savings plan
Employee retirement plan
Paid sick leave
Company
Grant Thornton (US)
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.
5001-10000 employees
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
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Trends of Total Sponsorships
2025 (10)
2024 (84)
2023 (84)
2022 (89)
2021 (88)
2020 (53)
Funding
Current Stage
Late StageLeadership Team
Mike McGuire
CEO emeritus
Alex Katz
Valuation Manager - CFO Advisory
Recent News
Bleichmar Fonti & Auld
2025-10-06
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