Asset & Wealth Management Tax Director

About the role

The role is within the Financial Services Tax practice, offering opportunities to advise clients on tax matters, manage working capital, and provide strategic consulting.

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

Requirements

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

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
• Arrange and sponsor appropriate assignments and experiences
• Identify gaps in the market and spot opportunities to create value propositions
• Look for opportunities to scale efficiencies and new ways of working
• Create an environment where people and technology thrive together
• Impactful decision-making and mentoring future leaders
• Advocate for digitization and automation in tax advisory
• Adhere to professional and technical standards
• Foster a collaborative environment where technology thrives

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 Employer

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.

Application Instructions

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage: https://pwc.to/us-application-deadlines