Tax Senior Manager - Personal Financial Services

Specialty / Competency : Entrepreneurial & Private Business (EPB) - General

Industry / Sector : Not Applicable

Time Type : Full time

Travel Requirements : Up to 20%

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to :

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.

The Opportunity

As part of the PwC Private team you are expected to help affluent Net Worth Individuals and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, proficiency, and network to deliver quality results.

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

What You Must Have

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

What Sets You Apart

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

Learn more about how we work :

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy :

As PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.?

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines :

The salary range for this position is : $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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 :

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