Private Wealth Services Tax Manager

Grant Thornton
Houston
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 6-10 yearsEducation: bachelorsSkills: ["Leadership","Communication","Mentoring","Client service","Presentation"]

Lead tax planning and compliance for high net worth clients in private wealth services, guiding complex estate, gift, and income tax strategies. Manage multi-client engagements, mentor staff, and collaborate with attorneys and financial managers to deliver accurate, high-quality tax solutions and strong client relationships within a collaborative, outcomes-driven team.

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Grant Thornton
Grant Thornton
5 months ago

Private Wealth Services Tax Manager

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Job Summary

Lead tax planning and compliance for high net worth clients in private wealth services, guiding complex estate, gift, and income tax strategies. Manage multi-client engagements, mentor staff, and collaborate with attorneys and financial managers to deliver accurate, high-quality tax solutions and strong client relationships within a collaborative, outcomes-driven team.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, and individual income taxes, coordinating with other advisers
  • •Manage multiple client service teams on engagements; plan, execute, direct, and complete tax projects across industries and budgets
  • •Lead, develop, train, and mentor staff on tax projects and assess performance for year-end reviews
  • •Research and consult on federal estate, gift, charitable planning, and generation-skipping tax matters using tax software
  • •Maintain active client communication to manage expectations, deadlines, and relationships; support business development activities

Pay and Benefits

Perks:Health InsuranceDentalVision401kAnnual Bonus

Key Requirements

  • •Bachelor's degree in Accounting with CPA designation (or licensed member of the Bar or Enrolled Agent) with Masters Degree
  • •Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area
  • •Experience dealing with family units with $25 million+ net worth and a track record of implementing tax strategies
  • •Excellent analytical, technical, and tax accounting/technology skills
  • •Strong client service, communication, leadership, and mentoring abilities
Experience:6-10 yearsPrivate wealthTax
Education:Bachelor's
Skills:LeadershipCommunicationMentoringClient servicePresentation
Certifications:CPA
Tech Stack:Tax software

Company Brief

Grant Thornton
Global accounting and advisory network providing audit, tax, and consulting services to businesses, public sector entities, and private clients across industries through independent member firms operating under the Grant Thornton brand.
Industry: Professional Services
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: London, United Kingdom
WebsiteLinkedIn