Personal Financial Services Tax ManagerJob Category PwC Private Line of Service Tax Level Manager Specialty/Competency Entrepreneurial & Private Business (EPB) - General Industry/Sector Not Applicable Job Type Regular Time Type Full time Travel Requirements Up to 20% Job ID 357506WD Location(s) NC-Raleigh, NC-Charlotte, IL-Chicago, OH-Cincinnati, OH-Cleveland, SC-Columbia, OH-Columbus, TX-Dallas, VA-Richmond, MD-Baltimore, NY-Rochester, IL-Rosemont, CA-Sacramento, MA-Boston, MO-St. Louis, UT-Salt Lake City, TX-San Antonio, CA-San Diego, CA-San Francisco, CA-San Jose, PR-San Juan, WA-Seattle, SC-Spartanburg, NY-Albany, CT-Stamford, FL-Tampa, OH-Toledo, GA-Atlanta, OK-Tulsa, TX-Austin, DC-Washington, CO-Denver, IA-Des Moines, MI-Detroit, NY-Buffalo, NJ-Florham Park, TX-Fort Worth, NC-Greensboro, FL-Hallandale Beach/Miami, CT-Hartford, TX-Houston, IN-Indianapolis, MI-Grand Rapids, CA-Irvine, FL-Jacksonville, MO-Kansas City, NV-Las Vegas, AR-Little Rock, CA-Los Angeles, KY-Louisville, AL-Birmingham, US-Remote, AR-Fayetteville, NY-Melville, WI-Milwaukee, MN-Minneapolis, VT-Montpelier, TN-Nashville, LA-New Orleans, NY-New York, OK-Oklahoma City, FL-Orlando, PA-Philadelphia, AZ-Phoenix, PA-Pittsburgh, OR-Portland
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
- Develop new skills outside of comfort zone.
- Act to resolve issues which prevent the team working effectively.
- Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
- Analyse complex ideas or proposals and build a range of meaningful recommendations.
- Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
- Address sub-standard work or work that does not meet firm's/client's expectations.
- Use data and insights to inform conclusions and support decision-making.
- Develop a point of view on key global trends, and how they impact clients.
- Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
- Simplify complex messages, highlighting and summarising key points.
- Uphold the firm's code of ethics and business conduct.
Job Requirements and Preferences:
Minimum Degree Required:
Required Fields of Study:
Minimum Years of Experience:
CPA or Member of the Bar
Thorough knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work.
Comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance.
Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Considerable experience as a team leader, supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff including providing timely meaningful written and verbal feedback.
At PwC, our work model includes three ways of working: virtual, in-person, and flex (a hybrid of in-person and virtual). Visit the following link to learn more: https://pwc.to/ways-we-work.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
For positions in Albany (NY), California, Colorado, Nevada, New York City, Washington State, or Westchester County (NY), please visit the following link for pay range information: https://pwc.to/payrange-v1-taxmanager
PwC Recruiting: H-1B Lottery Policy
PwC currently is not hiring experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth here.Learn more
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