PwC · 17 hours ago
Tax Senior Manager - Personal Financial Services
PwC is a leading professional services firm that provides a range of business advisory needs. The Tax Senior Manager in Personal Financial Services will oversee large-scale projects, manage client interactions, and lead teams to deliver quality results while focusing on tax compliance and operational efficiency for affluent clients.
AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
Responsibilities
Oversee and manage large-scale projects
Innovate and streamline operational processes
Maintain project success through senior-level client interaction
Leverage influence and specialized knowledge to achieve quality results
Develop and lead top-performing teams
Implement a holistic approach to client needs
Apply specialized technical knowledge and industry insights
Deliver sustained outcomes through strategic innovation
Qualification
Required
Bachelor's Degree in Accounting
6 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Preferred
Financial planning
Wealth transfer planning
Business succession planning or trust and estate work
Broad technical skills with Form 1040 for affluent individuals
Experience identifying and addressing client needs
Leading as a business advisor with a 'One Firm' mindset
Familiarity with a CRM system
Innovating through new and existing technologies
Utilizing digitization tools to enhance engagements
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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