Talent.com
Tax Manager - Personal Financial Services

Tax Manager - Personal Financial Services

San Francisco StaffingSan Francisco, CA, US
5 days ago
Job type
  • Full-time
Job description

PwC Private Personal Financial Service Manager

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 analyzing 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.

PwC Professional Skills and Responsibilities

As a 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 :

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognize their strengths, and encourage them to take ownership of their personal development.
  • Analyze complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's / client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarizing key points.
  • Uphold the firm's code of ethics and business conduct.

The Opportunity

As part of the PwC Private Personal Financial Service team, you shall help individuals with significant wealth 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 Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. You shall also help clients develop, design, and implement plans to achieve their personal wealth goals and maintenance for future generations.

Responsibilities

  • Supervise and mentor team members
  • Manage client service accounts and engagements
  • Solve complex problems for exceptional outcomes
  • Assist clients in achieving personal wealth objectives
  • Develop and implement wealth management plans
  • Improve clients' operational efficiency
  • Assure timely and quality deliverables
  • Build and maintain client relationships
  • What You Must Have

  • Bachelor's Degree in Accounting
  • 5 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

  • In-depth knowledge in individual income tax planning
  • Proficiency in financial and wealth transfer planning
  • Skills in business succession and trust and estate work
  • Technical skills in income tax filings
  • Building and maintaining client relationships
  • Managing project workflow, budgets, and billing
  • Preparing complex written and verbal communications
  • Supervising teams and fostering trust
  • Coaching staff with meaningful feedback
  • 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.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage.

    The salary range for this position is : $99,000 - $266,000, 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.

    Create a job alert for this search

    Tax Manager • San Francisco, CA, US

    Related jobs
    • Promoted
    Tax Manager

    Tax Manager

    JobotSan Jose, CA, US
    Full-time
    Tax Manager – Remote (California-based, occasional San Jose client meetings).This Jobot Job is hosted by : Andrew Kraig.Are you a fit? Easy Apply now by clicking the "Apply Now" butt...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Tax Manager

    Financial Services Tax Manager

    WithumSan Francisco, CA, United States
    Full-time
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Tax Senior - Private Equity

    Financial Services Tax Senior - Private Equity

    JobotSan Francisco, CA, United States
    Full-time
    This range is provided by Jobot.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Life balance + complex clients with a TOP 10 CPA firm!.This Jobo...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager NFP

    Tax Manager NFP

    Baker Tilly USSan Francisco, CA, United States
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Personal Property Tax Specialist

    Personal Property Tax Specialist

    Ryan, LLCSan Jose, CA, United States
    Full-time
    The Personal Property Tax Specialist collaborates with clients and internal teams to ensure compliance with personal property tax regulations. This role involves conducting research, reconciling fin...Show moreLast updated: 6 hours ago
    • Promoted
    Tax Manager (hybrid remote)

    Tax Manager (hybrid remote)

    JobotOakland, CA, United States
    Remote
    Full-time
    Tax Manager | Hybrid Remote| Join a well-established and growing Bay Area firm!.This Jobot Job is hosted by : Andrew Kraig. Are you a fit? Easy Apply now by clicking the "Apply Now" button and sendin...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Moss Adams LLPSan Francisco, CA, United States
    Full-time
    Job Description - Tax Manager - Partnerships (28306).At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care—about you, about our clients, and abo...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)

    Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)

    EisnerAmper LLPSan Francisco, CA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Partnership Tax Manager

    Partnership Tax Manager

    Regal Executive SearchPalo Alto, CA, United States
    Full-time
    Venture capital firm is currently seeking a Partnership Tax Manager to oversee tax and accounting for various entities.The ideal candidate will possess excellent organizational, communication, and ...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    Regal Executive SearchPalo Alto, CA, United States
    Full-time
    We are looking for a Tax Manager!.Oversees client relationships in regards to tax matters as well as coordinates the delivery of other services. Assists with preparation of complex tax returns, prov...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    ElasticMountain View, CA, United States
    Full-time
    Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale - unleashing the potential of businesses and people.The Elastic Search AI...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services - Global Compliance and Reporting - Private Equity - Tax Manager

    Financial Services - Global Compliance and Reporting - Private Equity - Tax Manager

    EYSan Jose, CA, United States
    Full-time
    Locations : New York City, Hoboken, Iselin, Jericho, Birmingham, Miami, Boca Raton, San Francisco, San Jose.At EY, we're all in to shape your future with confidence. We'll help you succeed in a globa...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Senior Tax Manager

    Senior Tax Manager

    OusterSan Francisco, CA, United States
    Full-time
    At Ouster, we build sensors and tools for engineers, roboticists, and researchers, so they can make the world safer and more efficient. We've transformed LIDAR from an analog device with thousands o...Show moreLast updated: 4 hours ago
    • Promoted
    Tax Senior - Tax Manager

    Tax Senior - Tax Manager

    Regal Executive SearchSan Francisco, CA, United States
    Full-time
    This is an exceptional opportunity for a special candidate to join a mid-size accounting firm located in downtown San Francisco. We are seeking a CPA with strong leadership potential and the followi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Tax Manager

    Financial Services Tax Manager

    EisnerAmperSan Francisco, CA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager - Private Client Services

    Tax Manager - Private Client Services

    EisnerAmperSan Francisco, CA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...Show moreLast updated: 26 days ago
    • Promoted
    Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

    Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

    EYSan Jose, CA, United States
    Full-time
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Moss AdamsSan Francisco, CA, United States
    Full-time
    At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our miss...Show moreLast updated: 30+ days ago