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
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
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
PwC
At PwC, we help clients drive their companies to the leading edge.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Apparel Impact Institute
2023-09-19Grant
Leadership Team
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