Manager · National
Grant Thornton · Charlotte, North Carolina · Hybrid
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Review complex income estate and gift tax returns and provide planning for high net worth and family business clients.
Worth knowing: Requires experience with family units of $25 million plus net worth.
Company: Job title: Private Wealth Services Tax Experienced Manager Location: Charlotte, NC, United States As the Private Wealth Services Tax Experienced 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 managers Managing 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 budget Managing, developing, training, and mentoring staff on tax projects and assess performance for engagement and year-end reviews Researching 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.
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