Private Wealth Services Tax Managing Director

As the Private Wealth Services Tax Managing Director, you’ll lead all aspects of client relationships including matters related to tax reporting across a variety of jurisdictions, identification of tax consulting opportunities to drive value for clients and developing a team of tax professionals to deliver tax services to clients associated with the Private Wealth Services practice.  Our services include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients. You’ll collaborate with other tax and firm professionals to bring  tax savings opportunities and other value added opportunities to your clients.  Additionally, you will be active in the local community to provide new client growth opportunities for you, your team and the firm.  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:

• 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
• Attract and mentor 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
• Develop and maintain new business and client relationships, both with existing Firm clients and new clients
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
• Research and consult 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
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
• Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
• Other duties as assigned

You have the following technical skills and qualifications:

• Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required 
• Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination of industry and public accounting experience 
• Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies
• Excellent analytical, technical, and tax accounting/technology skills 
• Exceptional client service and communication skills with a 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 rapidly growing, fast-paced, interactive, results-based team environment
• Can travel as needed

 

At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It’s what makes us different, and we think being different makes us better. 

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.

In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful