Talent.com
Private Wealth Services - Tax Senior Associate

Private Wealth Services - Tax Senior Associate

Grant Thornton (US)Boston, MA, United States
2 days ago
Job type
  • Full-time
Job description

Private Wealth Services - Tax Senior Associate

Join us as a Private Wealth Services - Tax Senior Associate at Grant Thornton (US) .

Job Description

As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business, and family business clients. 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.

Responsibilities

  • Provide tax planning and consulting for high net worth clients on estate, wills and trusts taxation, and individual income taxes.
  • Support multiple client service teams on engagements; plan, execute, direct, and complete tax projects across a variety of industries; provide innovative tax planning, consulting, and compliance expertise; assist in proposal activities and budget management.
  • Supervise, 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 federal estate, gift, charitable planning, and generation‑skipping tax arenas; use tax‑related software to prepare and process returns and research 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.
  • Perform other duties as assigned.

Qualifications

  • Bachelor's degree in accounting – CPA or licensed member of the Bar or Enrolled Agent designation (with Masters degree) preferred.
  • Minimum two to six years of progressive tax compliance and / or consulting experience in family wealth planning or related area in public accounting or a combination of industry and public accounting experience.
  • 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, combined 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.

    • About Us

    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, which exclusively provides non‑attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland, offering a premier Trans‑Atlantic advisory and tax practice, as well as independent American and Irish audit practices.

    About the Team

    The team you’re about to join is ready to help you thrive. Here’s how :

  • Whether it’s your work location, weekly schedule, or flex time off, we empower you with options to work in the way that best serves your clients and your life. Consistent with the firm’s hybrid work model, this position will require in‑person attendance at least two days per week, either at a GT office or client site.
  • We support you in prioritizing your overall well‑being through work‑life integration options that work best for you and those in your household.
  • We provide personalized and comprehensive benefits that recognize and empower all identities, roles, and aspirations that make you, well, you.
  • We are committed to more than checking boxes when it comes to inclusion, diversity, equity, and inclusion.

    • Benefits

    We offer a comprehensive benefits package that includes medical, dental, vision, employee assistance, paid sick leave, 401(k) savings plan, and potential annual bonus based on performance. For detailed information, visit https : / / www.grantthornton.com / careers / rewards-and-benefits.

    Equal Employment Opportunity

    It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy‑related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition, or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, we provide reasonable accommodation when requested by a qualified applicant or employee. For more information on accommodations, contact HR@us.gt.com.

    For Los Angeles Applicants only : We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws.

    For Massachusetts Applicants only : We do not require or administer lie detector tests as a condition of employment or continued employment.

    Next Steps

    If you apply and are selected for an interview, a Grant Thornton team member will reach out to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you.

    #J-18808-Ljbffr

    Create a job alert for this search

    Tax Private Tax Senior • Boston, MA, United States