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PwC · 3 months ago

Tax Director - Personal Financial Services

CT-Stamford

Full-time

Onsite

Director/Executive

$150K/yr - $438K/yr

PwC is a leading professional services firm that provides a range of business advisory needs to private companies. As a Tax Director in their Personal Financial Services practice, you will help high net worth individuals and private wealth management structures with tax compliance, financial planning, and wealth transfer strategies to enhance their operational efficiency and achieve personal wealth goals.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Support team to disrupt, improve and evolve ways of working when necessary

Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations

Identify gaps in the market and spot opportunities to create value propositions

Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments

Create an environment where people and technology thrive together to accomplish more than they could apart

I promote and encourage others to value difference when working in diverse teams

Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders

Influence and facilitate the creation of long-term relationships which add value to the firm

Uphold the firm's code of ethics and business conduct

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy

Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations

Demonstrates thought leader-level abilities and/or a proven record of success as a team leader:

Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance

Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships

Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset

Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation

Demonstrates thought leader-level abilities and/or a proven record of success of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

Innovating through new and existing technologies, along with experimenting with digitization solutions

Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients

Utilizing digitization tools to reduce hours and optimize engagements

Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements

Qualification

Financial planningWealth transfer planningBusiness succession planningForm 1040 complianceClient relationship managementData visualization toolsInnovationTeam leadershipProblem solving

Required

Demonstrates thought leader-level abilities and/or a proven record of success as a team leader in financial planning, wealth transfer planning, and business succession planning or trust and estate work

Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance

Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships

Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a 'One Firm' service mindset

Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation

Innovating through new and existing technologies, along with experimenting with digitization solutions

Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients

Utilizing digitization tools to reduce hours and optimize engagements

Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements

Benefits

Medical

Dental

Vision

401k

Holiday pay

Vacation

Personal and family sick leave

And more

Company

PwC

Glassdoor3.7

At PwC, we help clients drive their companies to the leading edge.

Founded in 1998

London, England, GBR

10001+ employees

http://pwc.com

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

Apparel Impact Institute

2023-09-19Grant

Leadership Team

Havard Abrahamsen

CEO - Norway

Alex Sladen

Director - Global Marketing, Media & Partnerships

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