Private Wealth Services Tax Manager

Job Title

Private Wealth Services Tax Manager

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.

Job Description

As the Private Wealth Services Tax Manager, you'll conduct 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 :

• Providing 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
• Managing multiple client service 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; actively assist in proposal activities and manage to budget
• Managing, developing, training, and mentoring staff on tax projects and assess performance for engagement and year-end reviews
• Researching and consulting 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.
• Responding to inquiries from the IRS and other tax authorities
• Maintaining active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
• Supporting 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 :

Job Info

Location : Cleveland, OH, United States

Job Category : Specialty Tax - Personal Financial Services

Posting Date : 11 / 07 / 2025, 07 : 18 PM

Degree Level : Bachelor's Degree

Job Schedule : Full time