Wealth Management Tax Services Manager jobs in United States
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PwC · 1 day ago

Wealth Management Tax Services Manager

positionPittsburgh, PA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$99K/yr - $266K/yr
date4+ years exp

PwC is a leading firm in tax services, focusing on providing advice and guidance to clients on tax planning and compliance. The Wealth Management Tax Services Manager will lead client service accounts, supervise teams, and leverage technology to enhance service delivery while ensuring quality and adherence to project timelines.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
badNo H1Bnote

Responsibilities

Manage client service accounts and lead engagement workstreams
Supervise and mentor teams to produce exceptional outcomes
Independently tackle and resolve intricate problems
Leverage team capabilities to meet client needs
Integrate technology and innovative methods into service delivery
Drive efficiency through automation and digital solutions
Assure quality and adherence to project timelines
Encourage continuous improvement and professional development

Qualification

CPATax complianceFinancial analysisData visualizationLeadershipProblem-solvingTechnology integrationMentoringCommunicationProject management

Required

Bachelor's Degree in Accounting
4 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

Preferred

Reviewing Fiduciary Income tax returns
Reviewing in-depth 1099s
Responding to client requests for copies of 1099s, K-1s, and trust returns
Preparing clear written and verbal business communication
Utilizing problem-solving skills for troubleshooting and creative solutions
Identifying, researching, and documenting tax issues
Organizing and managing multiple tasks in a professional tax services environment
Innovating through new and existing technologies
Working with large, complex data sets to build models and leverage data visualization tools

Benefits

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

Company

PwC

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At PwC, we help clients drive their companies to the leading edge.
dateFounded in 1998
location
London, England, GBR
people-size10001+ employees
web-link
http://pwc.com

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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