Job Description - Private Wealth Services (PWS) Managing
Private Wealth Services (PWS) Managing Director ( Job Number:
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. We’ve
never been a typical professional services firm. We put people
first, and that is what sets us apart.
As one of the fastest-growing professional services firms in the
world, Grant Thornton LLP is continuously seeking top talent.
Discover a place where you’ll work with a team of professionals,
dedicated to providing bold leadership and distinctive client
service. Spend each day engaged in meaningful and challenging work.
Be supported in your professional growth and recognized for your
Private Wealth Services (PWS) Tax Managing Director
Grant Thornton’s core business is audit, tax and advisory
services. In short, we strive for a keen understanding of the
client’s business in order to provide insightful and sound
operational advice, recommend process improvement strategies, and
offer suggestions to manage risk. Our professionals are thought
leaders, providing personalized attention and quality service to
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 in our
offices 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 Private Wealth Services (PWS) Practice is responsible for
leading the practice and providing tax consulting services to our
clients. Professionals in PWS and General Tax work together 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 on owners of
closely held businesses and other high net worth individuals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Effectively manage existing client relationships to enhance
Identify and capitalize on opportunities to sell services to
existing and potential clients.
Effectively manage the fundamentals (i.e. realization,
utilization, leverage, accounts receivable, and expenses)
Successfully integrate industry initiatives with local office
Drive strategy development and implementation, profitability and
growth for the Tax Practice.
Promote collaboration between service lines and industries to
provide high quality client service.
Ensure the Tax Practice maintains a high level of quality and
follows the firm’s quality control policies
Use knowledge of the client, competition, market and product or
service to expand services to current clients. Serve as business
adviser to client.
Proactively anticipate and stay informed of information related
to their specialty, including regulations, market practices,
trends, economic factors and risk.
Other duties as assigned.
Qualifications Bachelor’s degree in Accounting or a Master’s in
CPA, JD or LLM in Taxation.
At least ten years or more of progressive private
wealth/privateclient tax consulting experience in public
Experience in a medium- to large-sized public, regional, or
national accounting firm
Demonstrated success in a leadership role.
Experience in Corporate, S-Corp and/or Partnership returns.
Hands-on, advanced experience using tax technology.
Additional Information :
Abilityto work additional hours and travel to various client
sites as needed.
GrantThornton LLP promotes a nationally recognized culture of
health and offers anextensive array of benefits to meet individual
lifestyles. For a complete list of benefits, please visithttp://
www.gt.com / .
It is Grant Thornton’s policy to promote equal
employmentopportunities. All personnel decisions, including, but
not limited to,recruiting, hiring, training, promotion,
compensation, benefits andtermination, are made without regard to
race, creed, color, religion, nationalorigin, sex, age, marital
status, sexual orientation, gender identity,citizenship status,
veteran status, disability or any other characteristicprotected by
applicable federal, state or local law. FOR L.A. PROPERONLY:
We will consider allqualified Applicants for employment; including
those with criminal histories,in a manner consistent with the
requirements of applicable state and locallaws, including the city
of Los Angeles’ Fair Chance Initiative for Hiringordinance.
Primary Location Work Locations - Fort Lauderdale(581) Suite 300
1301 International Parkway Ft. Lauderdale 33323
It is the policy of the firm 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.