Grant Thornton LLP.
Los Angeles, CA, United States
Tax Manager - Private Wealth Services','042569','!*!
Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 47,000 people serving clients in more than 140 countries, we have the agility and focus it takes to be a leader.
Private Wealth Services Tax Manager
Position Summary:Grant Thornton’s responsive, partner-led Tax service teams help
dynamic companies navigate complexity and grow with insightful, practical tax
advice. In addition to tax professionals across the United States, our Washington National Tax
Office provides deep technical knowledge and responsive support in local,
state, federal and international tax. Our tax services
include: compliance, human capital services, federal tax services,
international tax services, state and local tax services, private wealth services,
tax reporting and advisory, partnership taxation, not-for-profit tax, and
mergers & acquisition tax services. The Tax Manager in the General Tax Private Wealth Service (PWS) group is responsible for managing tax engagements and providing tax consulting services to our clients. The PWS Tax Manager works with other professionals in Family Wealth Planning and SFTS to build a profitable practice, delivering high value solutions and income, estate, 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:
As a Private Wealth Service Tax Manager, an important portion of responsibilities will be in the development of the practice, as well as attracting and mentoring talented professionals.Manage 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.
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.
Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas.
Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to clients.Other duties as assigned.','!*!Bachelor's degree in Accounting. CPA required. Five to eight years of progressive tax consulting and compliance in Private Wealth Service or related area, in public accounting or consulting.
Experience in dealing with family units with $25 million and above in net worth, and a proven track record in implementation of tax strategies.
Experience in financial modeling and analysis.
Outstanding experience in staff and tax management in an integrated client service team.
Demonstrated experience in practice development, business development, and managing other managers.
Preferred Skills and Experience:
Masters in Taxation, LLM in Taxation, JD, or CFP.
Ability to work additional hours as needed and travel to various client sites.
Thornton LLP promotes a nationally recognized culture of health and offers an
extensive array of benefits to meet individual lifestyles. For a complete list of benefits, please visit
www.gt.com. Founded in Chicago in 1924, Grant Thornton LLP (Grant
Thornton) is the U.S. member firm of Grant Thornton International Ltd., one of
the world’s leading organizations of independent audit, tax and advisory firms.
Grant Thornton has revenues in excess of $1.7 billion and operates 59 offices,
with more than 590 partners and 8,500 employees in the United States and at
our Shared Services Center in Bangalore, India. Grant Thornton works with a broad range of publicly- and privately-held
companies, government agencies, financial institutions, and civic and religious
organizations. Core industries served include consumer and industrial products,
financial services, not-for-profit, private equity, and technology. Grant
Thornton focuses on serving dynamic organizations that pursue growth
holistically — whether through revenue improvement, leadership, mission
fulfillment or innovation. It is Grant Thornton’s policy to promote equal employment
opportunities. 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 applicable
federal, state or local law.
','US-CA-Los Angeles','515 S Flower St., 7th Floor','1000 Wilshire Boulevard','Los Angeles','90071','Tax Manager - Private Wealth Services
Grant Thornton LLP.
Website : http://www.grantthornton.com/
The people in the independent firms of Grant Thornton International Ltd provide personalized attention and the highest quality service to public and private clients in more than 100 countries. Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the six global audit, tax and advisory organizations. Grant Thornton International Ltd and its member firms are not a worldwide partnership, as each member firm is a separate and distinct legal entity.