Grant Thornton (US)
Private Wealth Services Tax Manager
Join Grant Thornton (US) as a Private Wealth Services Tax Manager and lead the review, planning, and preparation of complex tax returns for high‑net‑worth private, closely‑held business, and family business clients. You’ll collaborate with the Private Wealth Services Tax team to deliver high‑quality, accurate solutions while supporting client relationships and business growth.
Day‑to‑Day Responsibilities
Provide tax planning and consulting for high‑net‑worth clients on estate, wills and trusts taxation, and individual income taxes. Coordinate closely with client advisers such as attorneys and financial asset managers.
Manage multiple client service teams on engagements; plan, execute, direct, and complete tax projects across a wide variety of industries, offering innovative tax planning, consulting, and compliance expertise. Assist in proposal activities and budget management.
Develop, train, and mentor staff on tax projects, assess performance, and conduct engagement and year‑end reviews.
Research and consult on federal estate, gift, charitable planning, and generation‑skipping tax matters; utilize tax‑related software to prepare and process returns.
Respond to inquiries from the IRS and other tax authorities.
Maintain active communication with clients to manage expectations, ensure deadlines, and enhance relationships.
Support business development activities, including identification of new opportunities, proposal development, and other pursuit activities at client sites.
Perform other duties as assigned.
Technical Skills & Qualifications
Minimum bachelor’s degree in Accounting; CPA, licensed Bar member, or Enrolled Agent (with a Master’s degree) required.
Six to ten years of progressive tax compliance and/or consulting experience in family wealth planning or a related area, either in public accounting or a combination of industry and public accounting.
Experience working with family units having at least $25 million in net worth and a proven track record of implementing tax strategies.
Excellent analytical, technical, and tax accounting/technology skills.
Exceptional client service and communication skills, with 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 fast‑paced, results‑based team environment.
About Us Grant Thornton delivers professional services through Grant Thornton LLP (a licensed CPA firm) and Grant Thornton Advisors LLC (providing non‑attest tax and advisory services). The firm offers a unified client experience backed by advanced technology and a global network of more than 12,000 professionals.
About The Team
Work‑location flexibility: hybrid model requiring in‑person attendance at least two days per week at a GT office or client site.
Support for well‑being through work‑life integration options and comprehensive benefits that empower all identities and aspirations.
Commitment to inclusion and diversity, with ongoing initiatives for equity, representation, and empowerment.
What’s Next? If you apply and are selected for an interview, a Grant Thornton team member will contact you to schedule a conversation. You are also encouraged to explore other roles that may suit you on the GT career site.
Benefits Overview Benefits include medical, dental, vision, 401(k) savings plan (where eligible), paid sick leave, and more. For a detailed overview, visit
our benefits page .
Internal interns: eligible for medical, dental, vision, and the employee assistance program, with at least 72 hours of paid sick leave and holiday pay.
Seasonal employees: eligible for medical, dental, vision, the employee assistance program, and the 401(k) savings plan (where eligible); also receive 72 hours of paid sick leave.
Equal Opportunity Statement Grant Thornton is an equal‑employment‑opportunity employer. Personnel decisions, including recruiting, hiring, training, working conditions, promotion, compensation, benefits, evaluations, and termination, are made without regard to race, color, religion, national origin, sex, age, marital status, pregnancy, sexual orientation, gender identity, citizenship status, veteran status, disability, handicap, or any characteristic protected by applicable federal, state, or local law. The firm complies with the Americans with Disabilities Act (ADA) and provides reasonable accommodations when requested by a qualified applicant or employee with a disability, unless it would cause undue hardship. Los Angeles applicants: we will consider qualified applicants with criminal histories per the City of Los Angeles’ Fair Chance Initiative. Massachusetts applicants: we do not require or administer lie detector tests, consistent with state law.
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Day‑to‑Day Responsibilities
Provide tax planning and consulting for high‑net‑worth clients on estate, wills and trusts taxation, and individual income taxes. Coordinate closely with client advisers such as attorneys and financial asset managers.
Manage multiple client service teams on engagements; plan, execute, direct, and complete tax projects across a wide variety of industries, offering innovative tax planning, consulting, and compliance expertise. Assist in proposal activities and budget management.
Develop, train, and mentor staff on tax projects, assess performance, and conduct engagement and year‑end reviews.
Research and consult on federal estate, gift, charitable planning, and generation‑skipping tax matters; utilize tax‑related software to prepare and process returns.
Respond to inquiries from the IRS and other tax authorities.
Maintain active communication with clients to manage expectations, ensure deadlines, and enhance relationships.
Support business development activities, including identification of new opportunities, proposal development, and other pursuit activities at client sites.
Perform other duties as assigned.
Technical Skills & Qualifications
Minimum bachelor’s degree in Accounting; CPA, licensed Bar member, or Enrolled Agent (with a Master’s degree) required.
Six to ten years of progressive tax compliance and/or consulting experience in family wealth planning or a related area, either in public accounting or a combination of industry and public accounting.
Experience working with family units having at least $25 million in net worth and a proven track record of implementing tax strategies.
Excellent analytical, technical, and tax accounting/technology skills.
Exceptional client service and communication skills, with 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 fast‑paced, results‑based team environment.
About Us Grant Thornton delivers professional services through Grant Thornton LLP (a licensed CPA firm) and Grant Thornton Advisors LLC (providing non‑attest tax and advisory services). The firm offers a unified client experience backed by advanced technology and a global network of more than 12,000 professionals.
About The Team
Work‑location flexibility: hybrid model requiring in‑person attendance at least two days per week at a GT office or client site.
Support for well‑being through work‑life integration options and comprehensive benefits that empower all identities and aspirations.
Commitment to inclusion and diversity, with ongoing initiatives for equity, representation, and empowerment.
What’s Next? If you apply and are selected for an interview, a Grant Thornton team member will contact you to schedule a conversation. You are also encouraged to explore other roles that may suit you on the GT career site.
Benefits Overview Benefits include medical, dental, vision, 401(k) savings plan (where eligible), paid sick leave, and more. For a detailed overview, visit
our benefits page .
Internal interns: eligible for medical, dental, vision, and the employee assistance program, with at least 72 hours of paid sick leave and holiday pay.
Seasonal employees: eligible for medical, dental, vision, the employee assistance program, and the 401(k) savings plan (where eligible); also receive 72 hours of paid sick leave.
Equal Opportunity Statement Grant Thornton is an equal‑employment‑opportunity employer. Personnel decisions, including recruiting, hiring, training, working conditions, promotion, compensation, benefits, evaluations, and termination, are made without regard to race, color, religion, national origin, sex, age, marital status, pregnancy, sexual orientation, gender identity, citizenship status, veteran status, disability, handicap, or any characteristic protected by applicable federal, state, or local law. The firm complies with the Americans with Disabilities Act (ADA) and provides reasonable accommodations when requested by a qualified applicant or employee with a disability, unless it would cause undue hardship. Los Angeles applicants: we will consider qualified applicants with criminal histories per the City of Los Angeles’ Fair Chance Initiative. Massachusetts applicants: we do not require or administer lie detector tests, consistent with state law.
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