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. 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.
Pay
$91,000 - $321,500
Schedule
Full time
Travel
Up to 20%