Asset & Wealth Management Tax Director

About the role

The role is within the Financial Services Tax practice, focusing on Corporate Tax services. The primary responsibility is to help clients manage their tax obligations and provide strategic consulting on business analysis, working capital, and profit sharing for partners.

Responsibilities

• Define strategic direction for the Default team
• Lead initiatives in business development and client relations
• Oversee multiple projects maintaining exceptional delivery
• Build and maintain executive-level client relationships
• Mentor and guide the next generation of leaders
• Advocate for digitization and automation in tax advisory
• Adhere to professional and technical standards
• Foster a collaborative environment where technology thrives

Requirements

• Bachelor's Degree
• 6 years of experience
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Qualifications

• Master's Degree in Accounting, Taxation preferred
• Proficiency in managing tax compliance for various business entities
• Proficiency in fiduciary income tax returns and compliance
• Collaboration with tax practitioners and business managers
• Skilled in preparing and reviewing thorough tax returns
• Written and verbal business communication skills
• Proficiency in problem-solving and creative solutions
• Leadership in generating new business and proposal writing
• Proficiency in automation and digitization in tax services

Skills

• Support team to disrupt, improve and evolve ways of working when necessary
• Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations
• Identify gaps in the market and spot opportunities to create value propositions
• Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments
• Create an environment where people and technology thrive together to accomplish more than they could apart
• I promote and encourage others to value difference when working in diverse teams
• Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders
• Influence and facilitate the creation of long-term relationships which add value to the firm
• Uphold the firm's code of ethics and business conduct

Benefits

The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Equal Opportunity

PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

Location Information

The positions are available in the following locations: New York, Stamford, Tampa, Atlanta, Charlotte, Chicago, Jacksonville, Washington D.C., Dallas, Melville, Miami, Los Angeles, Baltimore, Denver, Minneapolis, Detroit, Nashville, Boston, Sacramento, Florham Park, San Francisco, Silicon Valley, Philadelphia, Seattle, Hartford, Houston.