As the Private Wealth Services Tax Senior Manager, you’ll lead the team’s production of 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:
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
#LI-JC5
The base salary range for this position in Manhattan only is between $172,800 and $259,200.
The base salary range for this position in Melville, NY only is between $172,800 and $259,200.
The base salary range for this position in Iselin NJ only is between $172,800 and $259,200.
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 technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
Forget what you think you know about professional services. We go beyond what’s expected and help others do the same.
Grant Thornton is the brand name for Grant Thornton LLP and Grant Thornton Advisors LLC the U.S. member firms of Grant Thornton International Ltd, one of the world’s leading independent audit & assurance, tax and advisory firms. That means our network has more than 73,000 professionals in more than 146 countries who are ready to help public and private organizations of all sizes take on today’s challenges. But what sets us apart isn’t just what we do – it’s how we do it. Here, we believe in making business more personal and building trust into every result. We’re collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. It’s how we challenge the expectations of business and empower our people and clients to do it, too.
One thing we won’t do? Grant Thornton will never request money or any form of payment for services via social media. Please report any concerns at 1-800-810-3503.
Grant Thornton International Limited (GTIL) and the member firms, including Grant Thornton LLP and Grant Thornton Advisors LLC, are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. Please see www.grantthornton.com for further details.
