What are the responsibilities and job description for the Senior Tax Manager position at Grant Private Wealth Management?
About the job
Partnership Opportunity Available for the Right Candidate
Grant Private Wealth Management is seeking an experienced CPA to join our growing team and play a key role in providing tax planning, financial guidance, and strategic advisory services to high-net-worth individuals, families, and business owners.
This role offers the opportunity to work directly with clients, collaborate closely with wealth advisors, and become a trusted strategic advisor on complex tax and financial matters. For the right candidate, a future partnership opportunity may be available.
About Us
Grant Private Wealth Management is a fast-growing, independent wealth management firm serving high-net-worth individuals and families. As we continue to scale, we are seeking an experienced Certified Public Accountant (CPA) to play a critical role in providing tax planning, financial guidance, and strategic advisory services to our clients.
This role is more than tax preparation. You will be an integral part of the client advisory team, working alongside wealth advisors and other professionals to help clients optimize their financial position, navigate complex tax matters, and achieve their long-term financial goals.
What We Offer
• Competitive compensation based on experience
• Opportunity to grow with a rapidly expanding wealth management firm
• Direct involvement in portfolio management and investment strategy
• Collaborative, professional in-office environment
• Long-term career growth and advancement opportunities
• Potential partnership opportunity
Key Responsibilities
• Provide proactive tax planning and advisory services for high-net-worth individuals, families, and closely held businesses
• Prepare, review, and oversee federal, state, and local tax filings
• Analyze financial statements and identify tax-saving opportunities and planning strategies
• Collaborate with wealth advisors to integrate tax considerations into comprehensive financial plans
• Advise clients on retirement planning, estate planning, charitable giving, and business succession matters
• Research and interpret tax laws, regulations, and compliance requirements
• Assist clients with tax notices, audits, and regulatory inquiries as needed
• Develop and maintain strong client relationships through ongoing communication and trusted guidance
• Ensure compliance with applicable accounting standards, tax regulations, and firm policies
• Support the firm's growth through exceptional client service and strategic financial insights
Qualifications & Experience
• Bachelor's degree in Accounting, Finance, or related field
• Active CPA license required
• Proven experience in public accounting, tax planning, or financial advisory services
• Strong knowledge of federal, state, and local tax regulations
• Experience working with high-net-worth individuals, families, or business owners preferred
• Familiarity with tax preparation and accounting software platforms
• Strong understanding of financial statements, tax strategy, and business financial management
• High attention to detail with excellent analytical and problem-solving skills
• Proficiency in Microsoft Excel and financial reporting tools
• Exceptional communication and client relationship management skills
• Ability to thrive in a fast-paced, growth-oriented environment
How to Apply
Please submit your resume and a brief cover letter outlining your experience and interest in the role.
Grant Private Wealth Management is an Equal Opportunity Employer.