PRIVATE WEALTH SERVICES TAX MANAGER
Company: Grant Thornton
Location: Baltimore
Posted on: September 28, 2024
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Job Description:
As the Private Wealth Services Tax Manager, you'll conduct
primary and secondary reviews of complex tax returns and provide
income, estate, and gift tax planning strategies for your high net
worth, closely held business and family business clients - all with
the resources, environment, and support to help you excel. You'll
collaborate with the Private Wealth Services Tax team and make
recommendations on return preparation and tax savings
opportunities, focusing on accuracy, quality and client service
because together is how we succeed. From day one, you'll be
empowered by high quality tools and resources to thrive in your
role to meet client needs, deliver high-value solutions, and help
you achieve more, confidently.Your day-to-day may include: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 managersManaging 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 budgetManaging,
developing, training, and mentoring staff on tax projects and
assess performance for engagement and year-end reviewsResearching
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 authoritiesMaintaining active communication with clients
to manage expectations, ensure deadlines are met, and enhance
client relationshipsSupporting business development activities,
such as identification, proposal development and other pursuit
activities at clientsOther duties as assignedYou have the following
technical skills and qualifications:Bachelor's degree in Accounting
- CPA or licensed member of the Bar or Enrolled Agent designation
(with Masters Degree) requiredMinimum 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 experienceYou have
experience in dealing with family units with $25 million and above
in net worth, and a proven track record of implementation of tax
strategiesYou have excellent analytical, technical, and tax
accounting/technology skillsYou have exceptional client service and
communication skills with a demonstrated ability to develop and
maintain outstanding client relationshipsYou have strong
leadership, business development, recruiting, training, coaching,
and mentoring skills, coupled with excellent written,
interpersonal, and presentation skillsYou have the ability to
manage multiple engagements and competing priorities in a rapidly
growing, fast-paced, interactive, results-based team environmentThe
base salary range for this position in the firms Baltimore MD
office only is between $120,000 to $180,000.#LI-JC5About UsAt Grant
Thornton, we believe in making business more personal and building
trust into every result - for our clients and you. Here, we go
beyond your expectations of a career in professional services by
offering a career path with more: more opportunity, more
flexibility, and more support. It's what makes us different, and we
think being different makes us better.About the TeamThe team you're
about to join is ready to help you thrive. Here's how:--- Whether
it's your work location, weekly schedule or unlimited flex time
off, we empower you with the options to work in the way that best
serves your clients and your life.--- Here, you are supported to
prioritize your overall well-being through work-life integration
options that work best for you and those in your household.--- We
understand that your needs, responsibilities and experiences are
different - and we think that's a good thing. That's why we support
you with personalized and comprehensive benefits that recognize and
empower all the identities, roles and aspirations that make you,
well, you. See how at www.gt.com/careers--- When it comes to
inclusion, we are committed to doing more than checking boxes.
Explore all the ways we're taking action for diversity, equity &
inclusion at www.gt.com/careersHere's what you can expect next:If
you apply and are selected to interview, a Grant Thornton team
member will reach out to you to schedule a time to connect. We
encourage you to also check out other roles that may be a good fit
for you or get to know us a little bit better at
www.gt.com/careers.Benefits:We understand that your needs,
responsibilities and experiences are different, and we think that's
a good thing. That's why we support you with personalized and
comprehensive benefits that recognize and empower all the
identities, roles and aspirations that make you, well, you. For an
overview of our benefit offerings, please visit:
https://www.grantthornton.com/careers/rewards-and-benefitsBenefits
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. Interns and seasonal employees are not
eligible for bonus compensation.Additional Details:It is the policy
of Grant Thornton to promote equal employment opportunities. All
personnel decisions (including, but not limited to, recruiting,
hiring, training, working conditions, promotion, transfer,
compensation, benefits, evaluations, and termination) are made
without regard to race, color, religion, national origin, sex, age,
marital or civil union status, pregnancy or pregnancy-related
condition, sexual orientation, gender identity or expression,
citizenship status, veteran status, disability, handicap, genetic
predisposition or any other characteristic protected by applicable
federal, state, or local law.Consistent with the Americans with
Disabilities Act (ADA) and applicable state and local laws, it is
the policy of Grant Thornton to provide reasonable accommodation
when requested by a qualified applicant or employee with a
disability, unless such accommodation would cause an undue
hardship. The policy regarding requests for reasonable
accommodation applies to all aspects of employment, including the
application process. To make an accommodation request, please
contact HR@us.gt.com.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.
Keywords: Grant Thornton, Baltimore , PRIVATE WEALTH SERVICES TAX MANAGER, Accounting, Auditing , Baltimore, Maryland
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