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PwC · 3 months ago

Tax Manager - Personal Financial Services

WI-Milwaukee

Full-time

Onsite

Mid, Senior Level

$99K/yr - $266K/yr

PwC is a leading global professional services firm, and they are seeking a Tax Manager in their Personal Financial Services practice. This role involves helping private companies with business advisory needs, focusing on tax compliance and planning to improve operational efficiency and assist clients in achieving their personal wealth goals.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

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

Individual income tax planning

Financial planning

Wealth transfer planning

Business succession planning or trust and estate work; and

Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities

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

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

Qualification

Individual income tax planningFinancial planningWealth transfer planningBusiness succession planningTrustEstate workTechnical skills for tax filingsCoachingBuilding client relationshipsMentoringProject managementCommunication skills