Grant Thornton Isle of Man · 2 months ago
Private Wealth Services Tax Manager
Cleveland, OH, United States
Full-time
Hybrid
Senior Level
6+ years expGrant Thornton is a multinational professional services network that provides audit, tax, and advisory services. The Private Wealth Services Tax Manager will conduct reviews of complex tax returns and provide tax planning strategies for high net worth clients while collaborating with the tax team to enhance client relationships and deliver high-value solutions.
Professional Services
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
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 Isle of Man
Grant Thornton Isle of Man is part of Grant Thornton Ireland.
1,001-5,000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase