Private Wealth Services Senior Associate
Location: Philadelphia, Pennsylvania
Description: Grant Thornton is at present looking to employ Private Wealth Services Senior Associate right now, this career will be settled in Pennsylvania. More details about this career opportunity kindly read the description below. (
Job Number:
023011
)
Description
Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 30,000 people serving clients in more than 100 countries, we have the agility and focus it takes to be a leader.
We are committed to capitalizing on our strengths and serving dynamic organizations that share our values and drive. Our global values of collaboration, leadership, excellence, agility, respect and responsibility guide our behaviors and fuel our ambition…to be the firm that makes a difference, every day.
Grant Thornton’s tax specialists complement our clients’ accounting teams while maintaining their auditors’ independence with our compliance services and customized tax planning advice. We have capabilities to advise our clients on various tax strategies including federal tax services, state and local tax services, international tax services, industry tax services, family wealth planning, and compensation and benefit plan design as well as consulting on other complex tax matters.
Tax Senior Associate â€" General Tax â€" Private Wealth Service
Position Summary:
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.
Qualifications
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.
Benefits:
Grant 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
.
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.
Primary Location
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US-Pennsylvania-Philadelphia
Work Locations
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Philadelphia(670)
2001 Market Street
Two Commerce Square, Suite 3100
Philadelphia
19103
- .
If you were eligible to this career, please send us your resume, with salary requirements and a resume to Grant Thornton.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career starts available on: Tue, 24 Jul 2012 18:18:44 GMT
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