PwC · 3 months ago
Tax Senior Manager - Personal Financial Services
US-Hybrid
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$124K/yr - $335K/yrPwC is a leading professional services firm that provides a range of advisory needs to private companies. The Tax Senior Manager in Personal Financial Services will help High Net Worth Individuals and private wealth management structures with financial planning, tax compliance, and business succession planning, focusing on improving operational efficiency and achieving personal wealth goals.
AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
No H1B
Responsibilities
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team
Deal effectively with ambiguous and unstructured problems and situations
Initiate open and candid coaching conversations at all levels
Move easily between big picture thinking and managing relevant detail
Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required
Contribute technical knowledge in area of specialism
Contribute to an environment where people and technology thrive together to accomplish more than they could apart
Navigate the complexities of cross-border and/or diverse teams and engagements
Initiate and lead open conversations with teams, clients and stakeholders to build trust
Uphold the firm's code of ethics and business conduct
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy
Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations
Demonstrates intimate-level abilities and/or a proven record of success as a team leader: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance
Possessing considerable experience identifying and addressing client needs
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a 'One Firm' service mindset; and
Possessing preferred familiarity with a CRM system
Demonstrates intimate-level knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate work
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance
Possessing considerable experience identifying and addressing client needs
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a 'One Firm' service mindset; and
Possessing preferred familiarity with a CRM system
Innovating through new and existing technologies, along with experimenting with digitization solutions
Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients
Utilizing digitization tools to reduce hours and optimize engagements; and
Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements
Qualification
Required
Demonstrates intimate-level abilities and/or a proven record of success as a team leader in financial planning, wealth transfer planning, and business succession planning or trust and estate work
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance
Possessing considerable experience identifying and addressing client needs
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a 'One Firm' service mindset
Possessing preferred familiarity with a CRM system
Demonstrates intimate-level knowledge of automation & digitization and leads by example in a professional services environment
Innovating through new and existing technologies, along with experimenting with digitization solutions
Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients
Utilizing digitization tools to reduce hours and optimize engagements
Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements
Benefits
Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
And more.
Company
PwC
At PwC, we help clients drive their companies to the leading edge.
Founded in 1998
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Apparel Impact Institute
2023-09-19Grant
Leadership Team
Havard Abrahamsen
CEO - Norway
Alex Sladen
Director - Global Marketing, Media & Partnerships
Recent News
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