Private Wealth Services - Melville - Grant Thornton (US)

Description

Overview

As the Private Wealth Services Tax Senior Manager, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for 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.

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

Your day-to-day may include:

• 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 clients\' other advisers, such as attorneys and financial asset managers.
• Attract and mentor talented professionals.
• Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise; market, design, and implement tax-planning strategies and manage to budget.
• Develop and maintain new business and client relationships, both with existing Firm clients and new clients.
• Manage, 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 in federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax 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.
• Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients.
• Other duties as assigned.

Qualifications

You have the following technical skills and qualifications:

• Bachelor\'s degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required
• Minimum ten 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
• Experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies
• 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, coupled 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

Compensation

The base salary range for this position is between $172,800 and $259,200 (locations shown below):

• Manhattan, NY
• Melville, NY
• Iselin, NJ

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 CPA firm that provides audit and assurance services, and Grant Thornton Advisors LLC, which provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational platform with Grant Thornton Ireland, offering cross-border advisory and tax capabilities.

Grant Thornton is part of the Grant Thornton International Limited network, with access to member firms in more than 150 global markets.

About The Team

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

• Flexible work options and a hybrid work model; in-person attendance is required at least two days per week at a GT office or client site.
• Support for work-life integration and well-being.
• Personalized and comprehensive benefits that recognize all identities, roles, and aspirations.
• Commitment to diversity, equity & inclusion.

Next steps and Benefits

If you apply and are selected to interview, a Grant Thornton team member will reach out to schedule a time to connect. For more roles and information, visit

Benefits We offer personalized and comprehensive benefits. For an overview, visit:

• Benefits for internship positions: medical, dental and vision insurance, employee assistance program, 72 hours of paid sick leave, and paid holidays during internship.
• Benefits for seasonal positions: medical, dental and vision insurance, employee assistance program, 401(k) options, and 72 hours of paid sick leave.

Grant Thornton employees may be eligible for a discretionary annual bonus based on individual and firm performance. Interns and seasonal employees are not eligible for bonus compensation.

Equal Opportunity and Accessibility

Grant Thornton is an equal opportunity employer. All personnel decisions are made without regard to race, color, religion, national origin, sex, age, marital status, pregnancy, sexual orientation, gender identity, disability, or other protected characteristics. Reasonable accommodation is provided in accordance with ADA and applicable laws. For accommodation requests, contact