Private Wealth Services - Tax Senior Associate

Private Wealth Services - Tax Senior Associate

Join us as a Private Wealth Services - Tax Senior Associate at Grant Thornton (US) .

Job Description

As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your 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.

Responsibilities

• Provide tax planning and consulting for high net worth clients on estate, wills and trusts taxation, and individual income taxes.
• Support multiple client service teams on engagements; plan, execute, direct, and complete tax projects across a variety of industries; provide innovative tax planning, consulting, and compliance expertise; assist in proposal activities and budget management.
• Supervise, 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 federal estate, gift, charitable planning, and generation‑skipping tax arenas; use tax‑related software to prepare and process returns and research 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.
• Perform other duties as assigned.

Qualifications

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, certified public accounting (CPA) firm that provides audit and assurance services; and Grant Thornton Advisors LLC, which exclusively provides non‑attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland, offering a premier Trans‑Atlantic advisory and tax practice, as well as independent American and Irish audit practices.

About the Team

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

Benefits

We offer a comprehensive benefits package that includes medical, dental, vision, employee assistance, paid sick leave, 401(k) savings plan, and potential annual bonus based on performance. For detailed information, visit https : / / www.grantthornton.com / careers / rewards-and-benefits.

Equal Employment Opportunity

It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy‑related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition, or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, we provide reasonable accommodation when requested by a qualified applicant or employee. For more information on accommodations, contact HR@us.gt.com.

For Los Angeles Applicants only : We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws.

For Massachusetts Applicants only : We do not require or administer lie detector tests as a condition of employment or continued employment.

Next Steps

If you apply and are selected for an interview, a Grant Thornton team member will reach out to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you.

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