Private Wealth Services Senior Associate

Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 42,000 people serving clients in more than 120 countries, we have the agility and focus it takes to be a leader.
Tax Senior Associate ? Private Wealth Services
Position Summary:
Grant Thornton's responsive, partner-led Tax service teams helpdynamic companies navigate complexity and grow with insightful, practical taxadvice. In addition to tax professionalsin more than 50 offices around the United States, our Washington National TaxOffice provides deep technical knowledge and responsive support in local,state, federal and international tax. Our tax services include: compliance,compensation and benefits consulting services, federal tax services,international tax services, state and local tax services, private wealthservices, tax accounting and risk advisory services and tax complianceservices.
The Senior Associate in the General Tax Family Wealth Planning group is responsible for providing tax compliance and consulting services to our clients and works with other professionals in General Tax to assist to build a profitable practice, delivering high value solutions and income, estate, charitable, and gift tax planning strategies to the high net worth market. The client base is primarily comprised of owners of closely held businesses and other high-income individuals.
Essential Duties and Responsibilities:
Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget.
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 advisors, such as attorneys and financial managers.
Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc.Identify and capitalize on opportunities to sell tax services.
Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas.
Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
Other duties as assigned.
Required Skills and Experience:
Bachelor's degree in Accounting. CPA required.
A minimum of two to four years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting.
Experience in preparing and reviewing complex estate, trust, and individual returns.
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
Computer expertise, including knowledge of tax software and technology.
Preferred Skills and Experience:
Masters in Taxation, LLM in Taxation, JD or CFP preferred, or currently pursuing one of these degrees/certifications.
Advanced Microsoft PowerPoint presentation skills.
Additional Information:
Ability to work additional hours as needed and travel to various client sites.
GrantThornton LLP promotes a nationally recognized culture of health and offers anextensive array of benefits to meet individual lifestyles. For a complete list of benefits, please
Founded in Chicago in 1924, Grant Thornton LLP (Grant Thornton) isthe U.S. member firm of Grant Thornton International Ltd., one of the world'sleading organizations of independent audit, tax and advisory firms. GrantThornton has revenues in excess of $1.3 billion and operates 58 offices acrossthe U.S., with more than 565 partners and 8,000 employees.
Grant Thornton works with a broad range of publicly- and privately-heldcompanies, government agencies, financial institutions, and civic and religiousorganizations. Core industries served include consumer and industrial products,financial services, not-for-profit, private equity, and technology. GrantThornton focuses on serving dynamic organizations that pursue growthholistically ? whether through revenue improvement, leadership, missionfulfillment or innovation.
It is Grant Thornton's policy to promote equal employmentopportunities. All personnel decisions, including, but not limited to,recruiting, hiring, training, promotion, compensation, benefits and termination,are made without regard to race, creed, color, religion, national origin, sex,age, marital status, sexual orientation, gender identity, citizenship status,veteran status, disability or any other characteristic protected by applicablefederal, state or local law.

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