Grant Thornton (US)

• Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget
• Supervising, training, and mentoring associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed
• Reviewing tax returns prepared by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities
• Conducting primary review and preparing of ASC 740 income tax provision engagements
• Researching and consulting on various tax matters; Utilizing Tax-related software to prepare and process returns.
• Responding to inquiries from the IRS, State, and other tax authorities
• Maintaining a good working relationship with clients and working effectively with client management and staff at all levels to gather information and perform tax services
• Gaining an understanding of client operations, processes, and business objectives, and utilizing that knowledge on engagements
• Attending professional development and training sessions on a regular basis
• Adhering to the highest degree of professional standards and strict client confidentiality

Senior Associate – Corporate Tax, Provisions

• Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
• Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
• Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
• Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax 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
• Support business development activities, such as identification, proposal development and other pursuit activities at clients
• Other duties as assigned

Partnership Taxation Manager – Asset Management

Director

• Serve as a senior advisor to C-suite and executive-level trade, tax, supply chain, and finance leaders at multinational clients
• Lead large-scale, complex Global Trade advisory and technology engagements, including multi-country and multi-workstream programs
• Provide strategic guidance across customs and trade areas, including:
• - Import/export compliance and governance
• - Tariff classification, valuation, and origin strategy
• - Free trade agreements and duty optimization
• - Trade remedies, enforcement risk, and regulatory change management
• Ensure delivery of high-quality, defensible work products aligned with regulatory requirements and firm risk standards
• Review and approve engagement scope, deliverables, and conclusions for technical accuracy and defensibility
• Act as a senior escalation point for complex technical and regulatory matters
• Ensure compliance with firm independence, quality, and risk management policies
• Lead, mentor, and develop high-performing Global Trade professionals across all levels
• Build and scale Global Trade talent capabilities, including technical training and career development initiatives
• Collaborate effectively within a matrixed organization, partnering with Tax, Supply Chain, Technology, and Advisory leadership
• Drive revenue generation, client relationship management, and overall Global Trade practice growth

Director, Global Trade Technology & Advisory

• Working on assigned third-party tax software implementations (Vertex, Avalara, Sovos, Thomson Reuters) and custom software development projects
• Manage assigned system integration projects that involve major ERP and billing systems, such as SAP, Oracle, PeopleSoft, JD Edwards, etc
• Requirements analysis and design for indirect tax software implementations
• Manage programming for custom system interfaces and modification of preexisting interfaces
• Manage testing and support of assigned system go-live projects
• Develop and deliver key project documentation including requirements documents, design documents, and test plans
• Participating in Sales meetings and Proposal Development meetings
• Network and develop key relationships both within Grant Thornton and externally
• Other duties as assigned

Senior Associate, Global Indirect Tax Automation – Tax Technology

Marketing

• Lead end-to-end planning and execution of integrated GTM campaigns
• Own campaign project management, establishing detailed plans, milestones, roles/responsibilities, and timelines
• Partner with the Advisory and Alliance Marketing Lead to intake strategy
• Orchestrate cross-functional teams managing dependencies, aligning priorities, and removing blockers
• Drive integrated, multi-channel execution across various platforms
• Ensure consistency and quality of messaging and assets
• Support executive and alliance activation efforts
• Track, analyze, and report on campaign performance
• Build and apply repeatable campaign frameworks and playbooks

Manager, Integrated Marketing

• Managing and monitoring multiple client services teams on client engagements; planning, executing, directing, and completing international tax projects; providing innovative tax planning, consulting, and compliance expertise to clients; and managing engagements to budget
• Managing the delivery of a full range of transfer pricing services, advising U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to assist in developing an efficient worldwide tax strategy
• Working with tax partners and transfer pricing specialists to analyze and resolve international tax and finance issues and consult with clients on a wide range of tax and transfer pricing issues
• Incorporating financial information into a proprietary financial model and conducting economic, financial, and accounting analyses
• Maintaining active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met
• Conducting primary and secondary review of complicated or complex transfer pricing deliverables to ensure quality
• Working closely with partners, managers, and associates to integrate practice development skills into a team approach to client service and new business development
• Other duties as assigned

Tax Transfer Pricing Manager

• Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget
• Supervising, training, and mentoring senior associates, associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed.
• Identifying and capitalizing on opportunities to sell services to existing and potential clients
• Reviewing tax returns prepared by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities
• Conducting primary review of ASC 740 income tax provision engagements
• Researching and consulting on various tax matters; Utilizing Tax-related software to prepare and process returns.
• Responding to inquiries from the IRS, State, and other tax authorities
• Maintaining a good working relationship with clients and working effectively with client management and staff at all levels to gather information and perform tax services
• Gaining an understanding of client operations, processes, and business objectives, and utilizing that knowledge on engagements
• Attending professional development and training sessions on a regular basis
• Adhering to the highest degree of professional standards and strict client confidentiality

Corporate Tax Manager

• Define and evolve integrated, market-facing solutions aligned to client needs, industry priorities, and firm growth areas
• Translate complex capabilities into clear, differentiated value propositions, solution narratives, and scalable frameworks
• Shape how solutions show up in priority industries, including alignment to broader go-to-market strategies and growth plays
• Partner with service line marketing and content teams to shape solution narratives, messaging frameworks, and supporting materials
• Bring solutions to life through compelling case studies and real-world examples that demonstrate client impact and differentiation
• Establish repeatable approaches to solution architecture, including components, use cases, and commercial models
• Enable adoption by client-facing teams through clear articulation, sales plays, and practical application in pursuits
• Ensure consistency in how solutions are represented and activated across teams, channels, and geographies
• Use market feedback, performance insights, and industry trends to continuously refine solution strategy and positioning
• Lead strategic initiatives such as new offering development, industry plays, and integrated “one-firm” solutions
• Other duties as assigned

Director, Solution Strategy

• Manage, develop, train, and mentor Managers, Senior Associates, and Staff on M&A projects
• Maintain active communication during engagement
• Work closely with Transaction Services colleagues
• Conduct buy-side and sell-side tax due diligence
• Research tax issues and prepare written communication
• Assist Senior Managers on project development

Senior Manager – Transaction Tax

Risk

• Review operational, financial, and technology processes to provide clients with an assessment of business risk, internal control, and the overall effectiveness and efficiency of the processes
• Manage the development and execution of enterprise risk management, operational risk compliance and/or internal control programs for not-for-profit and higher education clients
• Manage the development and execution of internal audit outsourcing and co-sourcing engagements for clients
• Manage the risk identification process and evaluation and testing of business processes and related controls
• Manage the development of leading practices-based recommendations for improvement that are ‘right-sized’ and appropriate for the not-for-profit and higher education industries, as well as the specific needs and circumstances of clients
• Work closely with clients and staff to develop client and project risk assessments, identify opportunities for improvement and leading practices-based recommendations regarding process optimization, revenue enhancement, cost reduction, fraud prevention, internal control, and compliance
• Leverage analytics automation and artificial intelligence solutions to deliver client services efficiently and effectively
• Maintain a good working relationship with clients and work effectively with client management and staff at all levels
• Perform engagement management responsibilities, including performance reviews, task delegation, project scheduling, project financials, quality review and client management
• Actively participate in business development activities, such as developing new business relationships, contributing to / leading proposals, participating on client account teams, developing whitepapers and/or other thought leadership material, and attending conferences
• Understand and manage firm risk on proposals and client engagements
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Other duties as assigned

Risk Advisory Manager, Not-for-Profit and Higher Education

• Support the planning and execution of go-to-market campaigns aligned to priority Advisory offerings
• Coordinate integrated marketing campaigns across digital, content, events, and thought leadership channels
• Assist with alliance marketing initiatives involving partners such as Microsoft, Oracle, and other strategic alliances
• Support marketing integration activities related to acquisitions, including brand alignment, campaign coordination, and marketing asset integration
• Manage development and distribution of Advisory marketing content including insights, case studies, and campaign materials
• Coordinate with internal subject matter experts, business leaders, and marketing teams to deliver campaign assets and programs
• Collaborate with Audit, Tax, and firmwide marketing teams to ensure consistent messaging and coordinated marketing efforts
• Track and report on campaign performance metrics such as engagement, lead generation, and pipeline contribution
• Maintain campaign calendars, coordinate project timelines, and ensure marketing initiatives are delivered on schedule
• Identify opportunities to improve campaign effectiveness, marketing processes, and overall program efficiency
• Other duties as assigned

Manager, Advisory Marketing

• Support the execution of go-to-market campaigns aligned to priority Advisory offerings under the guidance of the Advisory Marketing Manager
• Assist in coordinating integrated marketing activities across various marketing channels including digital, content, events, and thought leadership
• Support alliance marketing efforts with partners such as Microsoft, Oracle, and other strategic alliances by helping coordinate marketing materials, campaigns, and joint activities
• Assist with marketing integration activities related to acquisitions, including updating marketing assets, coordinating messaging alignment, and supporting campaign integration
• Help develop and prepare Advisory marketing content including insights, case studies, campaign collateral, and digital assets
• Coordinate with internal subject matter experts, business leaders, and marketing teams to gather input and support campaign deliverables
• Work with Audit, Tax, and firmwide marketing teams to support consistent messaging and aligned marketing activities across the firm
• Assist with tracking and compiling campaign performance metrics such as engagement, lead generation, and pipeline contribution
• Maintain campaign calendars, support project timelines, and help ensure marketing initiatives remain on track
• Support ongoing improvements to marketing processes, campaign execution, and team collaboration
• Other duties as assigned

Senior Associate, Advisory Marketing

• Support activation intake by gathering required inputs and assisting Field Marketing Managers in preparing requests that are complete, clearly articulated, and aligned with intake standards and enterprise priorities
• Plan and execute assigned events, sponsorships, and field activations in partnership with Field Marketing Managers and Associate Directors, using established standards, playbooks, and workflows
• Own planning and execution workstreams for defined events and sponsorships, including timelines, logistics coordination, readiness materials, and day-of execution, with guidance from Field Marketing Managers
• Maintain activation workflow hygiene, including task tracking, timelines, checklists, and shared calendar updates, helping ensure activations are coordinated, visible, and on track
• Support activation readiness by assembling briefing materials, agendas, outreach drafts, and day-of coordination checklists to enable smooth execution
• Execute event and activation logistics, including run of show coordination, attendee management, vendor and speaker logistics, and on-site execution support as needed
• Assist with pre-event outreach coordination and post-event follow-up preparation to support account engagement and next-step progression
• Support post-activation close-out by preparing attendance tracking, feedback summaries, follow-up action lists, and post-event review inputs to ensure timely and complete evaluation
• Help ensure outcomes and learnings are accurately captured in CRM and other tracking tools in partnership with Field Marketing Managers
• Coordinate with cross-functional marketing teams as needed to support activation execution, including campaign, content, brand, and corporate marketing partners
• Identify execution issues, risks, or improvement opportunities, escalating to Managers and contributing ideas to improve processes, templates, and ways of working
• Use AI tools to improve productivity across research, targeting, planning, and communications, applying appropriate review to ensure accuracy and quality
• Other duties as assigned

Senior Associate, Field Marketer

Operations

• Help organizations proactively shape and implement their overall supply chain strategy
• Leverage subject matter expertise and prior consulting experience to lead delivery of major supply chain transformation initiatives
• Perform engagement management responsibilities
• Maintain a good working relationship with clients
• Communicate externally with clients and internally with all levels of the organization
• Lead as a supply chain subject matter expert
• Manage and minimize engagement delivery risk
• Manage, develop, train, coach and mentor staff on projects
• Meet or exceed targeted utilization

Operations Manager – Experienced

• Reviewing construction contracts, financial statements, job cost reports, internal policies, and process maps to identify cost savings, process inefficiencies, and strategic initiatives.
• Coordinate with multiple stakeholders and third parties to understand the construction project control environment and propose recommended controls to address identified gaps.
• Reviewing complex financial analysis to identify trends, patterns, and anomalies across multiple sources of data and supporting documentation.
• Analyzing compliance with various labor requirements, including those required on prevailing wage jobs that are reliant on federal funding and/or pertinent to tax credit incentives.
• Assisting in matters involving fraud, waste, and abuse, including allegations of bribery, collusion, conflicts of interest, organized crime, and other scenarios posing legal or regulatory exposure to our clients.
• Conducting targeted research on regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible conclusions on complex engagement needs.
• Run client engagements from start to finish, which includes planning, organizing, conducting, directing, and completing projects and services and managing projects to budget.
• Collaborating across Grant Thornton service lines and with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions.
• Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews.
• Perform engagement management responsibilities, including performance reviews, task delegation, project scheduling, project financials, quality review and client management.
• Work closely with Grant Thornton Senior Managers, Managing Directors, and Partners to promptly identify and resolve client problems or issues.
• Communicate findings clearly and concisely to a variety of internal and external stakeholders.
• Play a key role in future business generation by identifying, developing, and securing new business opportunities.
• Actively participate in recruiting top talent to the firm, including conducting interviews on campus and for experienced candidates.