Jobs · Sales · Pennsylvania

Wealth Management Tax Services Manager

PwC · Philadelphia, PA · 1 wk ago
Sales$99k–$266k/yrFull-time

About the role

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Responsibilities

  • Manage client service accounts and lead engagement workstreams
  • Supervise and mentor teams to produce exceptional outcomes
  • Independently tackle and resolve intricate problems
  • Leverage team capabilities to meet client needs
  • Integrate technology and innovative methods into service delivery
  • Drive efficiency through automation and digital solutions
  • Assure quality and adherence to project timelines
  • Encourage continuous improvement and professional development

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

  • Reviewing Fiduciary Income tax returns
  • Reviewing in-depth 1099s
  • Responding to client requests for copies of 1099s, K-1s, and trust returns
  • Preparing clear written and verbal business communication
  • Utilizing problem-solving skills for troubleshooting and creative solutions
  • Identifying, researching, and documenting tax issues
  • Organizing and managing multiple tasks in a professional tax services environment
  • Innovating through new and existing technologies
  • Working with large, complex data sets to build models and leverage data visualization tools.

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

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