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PwC · 13 hours ago

Tax Senior Manager - Personal Financial Services

Silicon Valley, CA

Full-time

Onsite

Mid, Senior Level

$124K/yr - $335K/yr

6+ years exp

PwC is a leading professional services firm offering a range of business advisory needs. As a Senior Manager in the Personal Financial Services practice, you will oversee large-scale projects, innovate operational processes, and maintain senior-level client interactions to deliver quality results for affluent individuals and private wealth management structures.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Oversee and manage large-scale projects

Innovate and streamline operational processes

Maintain project success through senior-level client interaction

Leverage influence and specialized knowledge to achieve quality results

Develop and lead top-performing teams

Implement a holistic approach to client needs

Apply specialized technical knowledge and industry insights

Deliver sustained outcomes through strategic innovation

Qualification

Bachelor's Degree in AccountingCPAFinancial planningWealth transfer planningBusiness succession planningTechnical knowledge of Form 1040CRM system familiarityDigitization toolsClient interactionLeadership