Job Details

Private Wealth Services Senior Manager

Company name

Grant Thornton LLP.

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Dec 04, 2020

Valid Through

Mar 19, 2021

Posted on

Nov 21, 2020

Years of Experience

Min 10 yrs required

Location

Philadelphia, PA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Family Law >> Family Law
Finance >> Finance - General
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Profile

Private Wealth Services Senior Manager
The candidate will be responsible for leading the practice and providing tax consulting services to our clients. Will work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Duties will be in the development of the practice, as well as attracting and mentoring 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. 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. Develop a project vision and set challenging personal and client service team goals. Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews. Must have Bachelor's degree in Accounting. A CPA, or JD/active law license required. A minimum of 10 years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting. Should have experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies. Masters in Taxation, LLM in Taxation or CFP.

Additional info

(Job Number: 048270)

Company info

Hiring Coordinator
Grant Thornton LLP.
Two Commerce Square,
Suite 3100,
Philadelphia, PA 19103

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