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Private Wealth Services - Tax Director

  • Job
    Full-time
    Expert Level
  • Accounting & Tax
  • $158K - $263.3K
  • Phoenix, +1

AI generated summary

  • You need a Bachelor's degree in Accounting, CPA or Bar/Enrolled Agent license, 10+ years of tax compliance/consulting experience in Family Wealth Planning, expertise with clients with over $25 million net worth, strong leadership and client service skills, and ability to manage multiple engagements.
  • You will oversee tax planning for high net worth clients, mentor professionals, lead client engagements, develop new business, train staff, research tax matters, communicate with clients and tax authorities, and support business development activities.

Requirements

  • 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
  • You 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
  • You have excellent analytical, technical, and tax accounting/technology skills You have exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • You have strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
  • You have the ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
  • You can travel as needed

Responsibilities

  • 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

FAQs

What qualifications are required for the Private Wealth Services Tax Director position?

A Bachelor's degree in Accounting, CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) is required. The candidate should have a minimum of ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related areas in public accounting or a combination of industry and public accounting experience.

What kind of clients will the Private Wealth Services Tax Director be working with?

The Tax Director will work with high net worth clients, closely held business clients, and family business clients, specifically those with $25 million and above in net worth.

What are the key responsibilities of the Private Wealth Services Tax Director?

Responsibilities include providing tax planning and consulting to high net worth clients, overseeing client service teams, developing new business and client relationships, mentoring staff, researching tax matters, and leading and supporting business development activities.

What technical skills are necessary for the Private Wealth Services Tax Director role?

The Tax Director should have exceptional client service and communication skills, strong leadership abilities, excellent analytical and technical skills, as well as the ability to manage multiple engagements in a fast-paced environment.

Is travel required for the Private Wealth Services Tax Director position?

Yes, the Tax Director may need to travel as needed to meet client needs and manage engagements.

Audit, tax and advisory are just the beginning.

Accounting
Industry
5001-10,000
Employees
1924
Founded Year

Mission & Purpose

Grant Thornton LLP provides audit, tax, and advisory services to clients across various industries. Their ultimate aim is to deliver tailored, innovative solutions that help businesses navigate challenges, enhance performance, and achieve sustainable growth. Grant Thornton's purpose is to build lasting relationships by offering personalised expertise, fostering trust, and making a positive impact on clients' success.