Job Details

Private Wealth Services Tax Manager

Company name

Grant Thornton LLP.

Organization Type


Job Type

Non-practicing Attorney

Date Last Verified

Aug 13,2019

Valid Through

Nov 26,2019

Posted on

Apr 26,2019

Years of Experience

5-8 yrs required


Phoenix, AZ, United States

Employment Type



Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Private Wealth Services Tax Manager
The candidate will be responsible for managing tax engagements and providing tax consulting services to clients. Will work with other professionals in Family Wealth Planning and SFTS to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Manage 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. Provide tax planning and consulting to 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. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas. Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to clients.

Qualification and Experience

The candidate should have a Bachelor's degree in Accounting. CPA is required. Master’s degree in Taxation, LL.M. in Taxation, J.D., or CFP is preferred. Must have 5-8 years of progressive tax consulting and compliance in Private Wealth Service or related area, in public accounting or consulting. Experience in dealing with family units with $25 million and above in net worth, and a proven track record in implementation of tax strategies is required. Experience in financial modeling and analysis is needed. Should have outstanding experience in staff and tax management in an integrated client service team. Demonstrated experience in practice development, business development, and managing other managers is needed.

Additional info

Requisition ID: 042560

Company info

Hiring Coordinator
Grant Thornton LLP.
2398 E. Camelback Road
Suite 600
Phoenix, AZ 85016

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