Tax Manager - Personal Financial Services jobs in United States
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PwC · 2 hours ago

Tax Manager - Personal Financial Services

PwC is a leading professional services firm that provides a range of business advisory needs including audit, tax compliance, and planning. As a Tax Manager in the Personal Financial Services practice, you will supervise teams, manage client accounts, and help clients achieve their personal wealth goals through effective tax and financial planning.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
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Responsibilities

Supervise and mentor team members
Manage client service accounts and engagements
Solve complex problems for exceptional outcomes
Assist clients in achieving personal wealth objectives
Develop and implement wealth management plans
Improve clients' operational efficiency
Assure timely and quality deliverables
Build and maintain client relationships

Qualification

CPAIndividual income tax planningFinancialWealth transfer planningBusiness succession planningTrustEstate workIncome tax filingsClient relationship managementProject workflow managementCoachingWrittenMentoringVerbal communication

Required

Bachelor's Degree in Accounting
5 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred

In-depth knowledge in individual income tax planning
Proficiency in financial and wealth transfer planning
Skills in business succession and trust and estate work
Technical skills in income tax filings
Building and maintaining client relationships
Managing project workflow, budgets, and billing
Preparing complex written and verbal communications
Supervising teams and fostering trust
Coaching staff with meaningful feedback

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
And more.

Company

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

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

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Havard Abrahamsen
CEO - Norway
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Alex Sladen
Director - Global Marketing, Media & Partnerships
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