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Private Wealth Services (PWS) Managing Director

Company: Grant Thornton LLP
Location: Fort Lauderdale
Posted on: September 12, 2020

Job Description:

Job Description - Private Wealth Services (PWS) Managing Director (047721)

Job Description

Private Wealth Services (PWS) Managing Director ( Job Number: 047721 )

Description

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 contributions.

Private Wealth Services (PWS) Tax Managing Director

POSITION SUMMARY

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 our clients.

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 client satisfaction

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 strategy

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 Taxation.

CPA, JD or LLM in Taxation.

At least ten years or more of progressive private wealth/privateclient tax consulting experience in public accounting.

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.

BENEFITS

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.

Keywords: Grant Thornton LLP, Fort Lauderdale , Private Wealth Services (PWS) Managing Director, Other , Fort Lauderdale, Florida

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