Asset & Wealth Management Tax Manager

About the role

As part of the Financial Services Tax team, you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager, you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

• Supervise and develop team members to achieve exceptional deliverables
• Manage client service accounts and engagement workstreams
• Independently solve and analyze complex problems
• Utilize PwC's technical knowledge and industry insights to address client needs
• Drive digitization, automation, and efficiency improvements
• Coach teams to enhance their skills and performance
• Oversee successful planning, budgeting, and execution of projects
• Foster a culture of continuous improvement and innovation

Requirements

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

Qualifications

• Thorough knowledge of compliance and consulting for financial partnerships
• Knowledge of structuring funds to limit tax liability
• In-depth tax technical skills in partnership tax forms
• Experience identifying and addressing client needs
• Building, maintaining, and utilizing networks of client relationships
• Success as tax technical business advisor
• Familiarity with CRM systems
• Knowledge of automation and digitization in professional services
• Experience with alternative fee arrangements and pricing strategies

Skills

• Analyse and identify the linkages and interactions between the component parts of an entire system
• Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion
• Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables
• Develop skills outside your comfort zone, and encourage others to do the same
• Effectively mentor others
• Use the review of work as an opportunity to deepen the expertise of team members
• Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements

Benefits

The salary range for this position is: $99,000 - $266,000. 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.

Los Angeles County Fair Chance Ordinance

PwC does not intend to hire experienced or entry level job seekers that 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. For those impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.