Tax Manager - Personal Financial Services

Industry / Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Manager

Job Description & Summary

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.

Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations.

You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

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, recognise 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 summarising key points.
• Uphold the firm's code of ethics and business conduct.

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.

Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

Bachelor Degree

Required Fields of Study :

Accounting

Minimum Years of Experience :

5 year(s)

Certification(s) Required :

CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred Qualifications :

Preferred Knowledge / Skills :

Demonstrates extensive-level abilities and / or a proven record of success consulting with high net worth individuals on some of the following areas :

• Individual income tax planning;
• Financial planning;
• Wealth transfer planning;
• Business succession planning or trust and estate work; and,
• Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.

Demonstrates extensive-level abilities and / or a proven record of success identifying and addressing client needs :

• Individual income tax planning;
• Financial planning;
• Wealth transfer planning;
• Business succession planning or trust and estate work; and,
• Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
• Building, maintaining, and utilizing networks of client relationships and community involvement;
• Communicating value propositions;
• Managing resource requirements, project workflow, budgets, billing and collections; and,
• Preparing and / or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and / or a proven record of success as a team leader :
• Individual income tax planning;
• Financial planning;
• Wealth transfer planning;
• Business succession planning or trust and estate work; and,
• Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
• Building, maintaining, and utilizing networks of client relationships and community involvement;
• Communicating value propositions;
• Managing resource requirements, project workflow, budgets, billing and collections; and,
• Preparing and / or coordinating complex written and verbal materials.
• Supervising teams to create an atmosphere of trust;
• Seeking diverse views to encourage improvement and innovation; and,
• Coaching staff including providing timely meaningful written and verbal feedback.

Travel Requirements

Up to 20%

Job Posting End Date

Learn more about how we work : https : / / pwc.to / how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy : https : / / pwc.to / H-1B-Lottery-Policy.

• All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion;
• national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status;

veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage.

Please visit this link for information about anticipated application deadlines : https : / / pwc.to / us-application-deadlines

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information : https : / / pwc.

to / payrange-v1-taxmanager