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PwC · 3 days ago

Tax Director - Personal Financial Services

Sacramento, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $438K/yr

8+ years exp

PwC is a leading professional services firm that offers a range of business advisory needs. The Tax Director in Personal Financial Services will lead the creation and implementation of impactful financial advisory services, set strategic direction, and oversee multiple projects while maintaining executive-level client relations.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Lead the creation and implementation of financial advisory services

Set strategic direction and drive business development

Oversee multiple projects and maintain executive-level client relations

Mentor and develop future leaders

Maintain the firm's reputation for quality, integrity, and inclusion

Assist clients in improving operational efficiency and personal wealth strategy

Develop, design, and implement plans to achieve personal wealth goals

Provide advisory services for audit, tax compliance, and planning

Qualification

CPAFinancial planningWealth transfer planningBusiness succession planningTechnical skills with Form 1040Technical skills with Form K1Client relationship managementInnovating with technologyMentoringTeam leadership