Tax Senior Manager - Personal Financial Services jobs in United States
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PwC · 13 hours ago

Tax Senior Manager - Personal Financial Services

PwC is a leading professional services firm that provides a range of business advisory needs. The Tax Senior Manager in Personal Financial Services will oversee large-scale projects, manage client interactions, and lead teams to deliver quality results while focusing on tax compliance and operational efficiency for affluent clients.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
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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

CPAFinancial planningWealth transfer planningBusiness succession planningBroad technical skillsCRM system familiarityDigitization toolsLeadershipProblem-solvingCommunication

Required

Bachelor's Degree in Accounting
6 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred

Financial planning
Wealth transfer planning
Business succession planning or trust and estate work
Broad technical skills with Form 1040 for affluent individuals
Experience identifying and addressing client needs
Leading as a business advisor with a 'One Firm' mindset
Familiarity with a CRM system
Innovating through new and existing technologies
Utilizing digitization tools to enhance engagements

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
And more.

Company

At PwC, we help clients drive their companies to the leading edge.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

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Havard Abrahamsen
CEO - Norway
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Alex Sladen
Director - Global Marketing, Media & Partnerships
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