Job Details

Private Wealth Services Senior Manager

Company name

Grant Thornton LLP.

Organization Type


Job Type


Date Last Verified

Nov 12,2018

Posted on

Jan 26,2017

Years of Experience

Min 10 yrs required


Philadelphia, PA
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

806 hits


Private Wealth Services Senior Manager The candidate will be responsible for leading the practice and providing tax consulting services to our clients. 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. 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. A Bachelor's degree in Accounting. CPA required. Masters in Taxation, LLM in Taxation, JD, or CFP preferred. 10+ years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting required. Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies required. Computer expertise including knowledge of tax software and technology required.

Additional info

Job Number: 036569

Company info

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

Similar Jobs:

Private Client Services Tax Manager or Senior Manager The candidate will assists in providing tax compliance and consulting services to high net worth clients. Significant knowledge of taxation related to personal income, estate ...
Market Team Lead - Executive Director/Managing Director Duties: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions a...
Senior Fiduciary Officer
Wilmington, DE
Senior Fiduciary Officer The candidate will handle all aspects of fiduciary account administration. Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment mana...