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Private Wealth Services Senior Manager
Company name
Grant Thornton LLP.
Experience
10 yrs required
Location
Philadelphia, PA, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Dec 12, 2022
Profile
Private Wealth Services Senior Manager
The candidate will lead the practice and provide tax consulting services to 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. 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; and market, sell, design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to the 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.
Additional Information
Job Identification #: 100302
Company info
Grant Thornton LLP.
Two Commerce Square, Suite 3100,
Philadelphia
Pennsylvania
United States 19103
Website : http://www.grantthornton.com/
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