Tax Manager - Personal Financial Services jobs in United States
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PwC · 1 day ago

Tax Manager - Personal Financial Services

positionMelville, NY
timeFull-time
remoteHybrid
senioritySenior Level
money$99K/yr - $266K/yr
date5+ years exp

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

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

Individual income tax planningFinancialWealth transfer planningBusiness succession planningTechnical skills in income tax filingsCPATax credentialsManaging project workflowBuilding client relationshipsSupervising teamsCoaching staffPreparing communications

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

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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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