Partner Tax Preparation Advisor Senior Manager

About the role

PwC's finance industry specialists provide tax planning and compliance services to high-net-worth individuals and privately-owned businesses. They advise on tax strategies and help businesses navigate complex regulations.

Responsibilities

• Provide tax compliance and planning guidance to PwC owners
• Lead large projects and maintain operational excellence
• Innovate processes to enhance tax reporting and compliance
• Manage partnership K-1 income, state tax credits, and composite returns
• Lead and collaborate with team members virtually
• Develop and implement solutions to improve client satisfaction
• Interact with clients at a senior level to drive project success

Requirements

• Bachelor's Degree in Finance, Accounting
• 6+ years of experience
• CPA, Enrolled Agent, or Member of the Bar

Qualifications

• Master's Degree preferred
• Consulting with affluent individuals on tax and financial planning
• Thorough technical skills in partnership K-1 income, state tax credits
• Experience identifying and addressing complex client needs
• Leading teams and coaching others
• Developing relationships within PwC and sharing planning ideas
• Knowledge of automation and digitization solutions
• Leading implementation of solutions to improve quality and reduce hours
• Thorough project management skills

Skills

• Craft and convey clear, impactful, and engaging messages
• Apply systems thinking to identify underlying problems and/or opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct the team through complexity, demonstrating composure through ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise with a focus on staying relevant
• Initiate open and honest coaching conversations at all levels
• Make difficult decisions and take action to resolve issues hindering team effectiveness
• Model and reinforce professional and technical standards

Benefits

• The salary range for this position is $91,000 - $321,500
• Annual discretionary bonus available
• Comprehensive benefits package including medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, and more

Pay

• $91,000 - $321,500

Schedule

• Full-time

Travel

• Up to 20%

Links

• View our benefits at a glance
• Information about anticipated application deadlines