Talent.com
Partner Tax Preparation Advisor Manager

Partner Tax Preparation Advisor Manager

PwC (US)New York, NY, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Finance Manager

A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analyzing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to :

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognize their strengths, and encourage them to take ownership of their personal development.
  • Analyse complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's / client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarizing key points.
  • Uphold the firm's code of ethics and business conduct.

The Opportunity

As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.

Responsibilities

  • Lead and oversee individual tax compliance and planning for executives
  • Manage client accounts with a focus on strategic planning and team mentoring
  • Achieve project success by maintaining exemplary standards and leveraging technology
  • Build and sustain trusted relationships with executive-level clients
  • Utilize project management skills to handle resource needs and project workflow
  • Inspire and develop junior staff through practical coaching and guidance
  • Embrace innovation to enhance service delivery
  • Uphold the firm's code of ethics and business conduct
  • What You Must Have

  • Bachelor's Degree in Accounting, Finance
  • 4 years of experience
  • Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
  • What Sets You Apart

  • Master's Degree preferred
  • Demonstrating understanding of Partnership K-1 income
  • Leveraging a network of internal stakeholders
  • Managing individual tax compliance / reviews for executives
  • Utilizing firm-issued technologies
  • Leveraging technical skills with reviewing individual tax returns
  • Leading and collaborating with team members virtually
  • Building and maintaining trusted client relationships
  • Managing a team by leading teams to create trust
  • Travel Requirements Up to 20%

    Job Posting End Date Learn more about how we work :

    serp_jobs.job_alerts.create_a_job

    Tax Partner • New York, NY, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    CPA Licensed Business Advisor

    CPA Licensed Business Advisor

    VirtualVocationsPaterson, New Jersey, United States
    serp_jobs.job_card.full_time
    A company is looking for an Advisor (EA, CPA Preferred).Key Responsibilities Build lasting connections with small business owners, providing expert guidance throughout their financial journey Ap...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior Manager, Transaction Advisory Services

    Tax Senior Manager, Transaction Advisory Services

    BDO USANew York, NY, US
    serp_jobs.job_card.full_time
    Tax Senior Manager, Transaction Advisory Services.The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth, Tax Advantaged Strategy Principal

    Private Wealth, Tax Advantaged Strategy Principal

    Blue OwlNew York, NY, US
    serp_jobs.job_card.permanent
    Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives.With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy plat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce10129 New York, NY, US
    serp_jobs.job_card.full_time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationPaterson, New Jersey
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior, Transaction Advisory Services

    Tax Senior, Transaction Advisory Services

    BDO USANew York, NY, US
    serp_jobs.job_card.full_time
    Tax Senior, Transaction Advisory Services.The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Advisor

    Senior Tax Advisor

    HireTalentNew York, NY, US
    serp_jobs.job_card.full_time
    The Senior Tax Advisor will provide tax advice to, assist in providing tax advice to and manage tax risk associated with certain business units in Global Markets, Global Banking and Global Wealth a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FAA & Advisor Development Program Effectiveness, AVP

    FAA & Advisor Development Program Effectiveness, AVP

    Morgan StanleyPurchase, NY, US
    serp_jobs.job_card.full_time
    FAA & Advisor Development Program Effectiveness.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Senior Manager

    Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Senior Manager

    EYNew York, NY, US
    serp_jobs.job_card.full_time
    Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Senior Manager.At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    IntuitOrangeburg, NY, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    CyberCodersEast Rockaway, NY, US
    serp_jobs.job_card.full_time
    Salary Range : $135,000 - $175,000 (DOE).We're a well-established, boutique CPA firm based in Long Island, NY, known for our hands-on approach and deep client relationships.Our team works primar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Specialized Tax Services - R&D Technical Advisor - Manager

    Specialized Tax Services - R&D Technical Advisor - Manager

    PwC (US)New York, NY, US
    serp_jobs.job_card.full_time
    Specialized Tax Services Manager.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses nav...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Global Tax Advisory Director

    Global Tax Advisory Director

    Morgan StanleyNew York, NY, US
    serp_jobs.job_card.full_time
    Director, Global Tax Department.Were seeking someone to join our MS Global Tax Advisory team as a Director in the Global Tax Department to provide tax compliance and reporting support for the priva...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Manager (RELOCATION ASSISTANCE)

    Senior Tax Manager (RELOCATION ASSISTANCE)

    JobotStamford, CT, US
    serp_jobs.job_card.permanent
    Senior Tax Manager (RELOCATION ASSISTANCE) / Equity Partnership option / Work hard, play hard environment.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking the &q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mergers & Acquisitions, Tax Manager

    Mergers & Acquisitions, Tax Manager

    JobotNew York, NY, US
    serp_jobs.job_card.full_time
    NEW Mergers & Acquisitions, Tax Manager Opportunity-Flex Schedule!!.This Jobot Job is hosted by : Audrey Block.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sendi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Tax Manager

    Tax Manager

    ReliableVA Solutions LLCNew York, New York, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    In-depth knowledge of individual, corporate, and partnership tax.Tax planning and compliance expertise.Strong leadership and team mentorship. Proficiency in CCH Axcess / ProSystem and Excel.Ideal Comp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Partnership Taxation Manager

    Partnership Taxation Manager

    Grant Thornton LLPNew York, NY, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Transaction Advisory Services Principal

    Transaction Advisory Services Principal

    Baker Tilly Advisory Group, LPUSA, New York, New York
    serp_jobs.job_card.full_time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager, Transaction Advisory Services (Special Projects)

    Tax Manager, Transaction Advisory Services (Special Projects)

    BDO USANew York, NY, US
    serp_jobs.job_card.full_time
    Tax Manager, Transaction Advisory Services.Job Summary : The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Manager, Partnership

    Tax Senior Manager, Partnership

    BDO USANew York, NY, US
    serp_jobs.job_card.full_time
    The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Performs tax planning, preparation and re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30