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Wealth Management Tax Services Manager

Wealth Management Tax Services Manager

NYC StaffingNew York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Opportunity : Manager, Wealth Management Tax Services

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. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to :

  • Analyse and identify the linkages and interactions between the component parts of an entire system.
  • Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
  • Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
  • Develop skills outside your comfort zone, and encourage others to do the same.
  • Effectively mentor others.
  • Use the review of work as an opportunity to deepen the expertise of team members.
  • Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
  • Uphold and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Wealth Management Tax Services team you are going to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. Additionally, you are going to be responsible for leveraging team strengths, managing performance to deliver on client expectations, and embracing technology and innovation to enhance your delivery.

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
  • What You Must Have

  • 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
  • Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations.
  • What Sets You Apart

  • 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
  • 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.

    For roles that are based in Maryland, the listed salary range for this position is $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will be dependent upon the individuals 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.

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    Wealth Management • New York, NY, US

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