Partner Tax Preparation Advisors Tax Manager

Min 4 yrs required

Full-time

No

# Partner Tax Preparation Advisors Tax Manager

## Job Description

PwC is looking for a Partner Tax Preparation Advisors Tax Manager, who will be part of the Internal Tax team providing internal services related to financial services, treasury and taxation. The Manager will be responsible for providing taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.

The Manager will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Specific responsibilities include but are not limited to:

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

The Manager will also be part of the Partner Tax Preparation Advisors (PTPA) team, which is a national team comprised of dedicated tax professionals who serve as trusted advisors that provide tax compliance and tax planning guidance to the owners of PwC, both Partners and Principals, across the US.

## Job Requirements and Preferences

### Basic Qualifications:

- Bachelor Degree in Accounting, Finance or related fields.
- 4 years of experience in tax compliance/reviews and planning for executives, preferably for a global network of professional services firms.
- CPA, Enrolled Agent or Member of the Bar certification.

### Preferred Qualifications:

- Master Degree in Accounting, Finance or related fields.
- Demonstrated understanding of Partnership K-1 income, state tax credits, composite returns, Schedules A,B,C,D, E and year end planning.
- Leveraging a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals within a global network of professional services firms.
- Utilizing firm-issued technologies, ., Microsoft Office (Word, Excel PowerPoint, SharePoint, etc), Google at Work (Docs, Sheets, Slides, Drive), etc.
- Leveraging technical skills with reviewing individual tax returns and tax planning for partners within a firm or executives, especially identifying and addressing client tax issues.
- Identifying a broad range of planning issues that are applicable to the partner and directing them to the appropriate internal resources for assistance.
- Leading and collaborating with team members virtually, including managing and supporting the work/life balance of the team.
- Building and maintaining robust client relationships at the executive level.
- Managing a team by leading teams to create an atmosphere of trust.
- Seeking diverse views to encourage improvement and innovation.
- Coaching staff, including providing timely meaningful written and verbal feedback.
- Utilizing project management and communication skills, including managing resource requirements, project workflow, budgets.
- Preparing, coordinating, reviewing and presenting complex written and verbal materials.
- Working within various tax preparation software and on-line tax organizers, especially leading executives to understand and use various proprietary software and websites.
- Researching complex individual tax issues.
- Leading on-going change and leveraging new technology.
- Demonstrating success as tax technical business advisor, including developing new relationships.
- Demonstrating knowledge of automation & digitization in a professional services environment.
- Innovating through new and existing technologies and experimenting with digitization solutions.
- Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.
- Utilizing digitization tools to reduce hours and optimize engagements.

## Salary Information

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: .

## Application

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed

Team Leadership, Networking, Technical Skills, Project Management, Communication Skills, Tax Preparation Software, Data Visualization, Data Sets, Automation & Digitization

Bachelor Degree in Accounting or Finance, CPA, Enrolled Agent or Member of the Bar; Master Degree Preferred

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Qualification and Experience Bachelor Degree in Accounting or Finance, CPA, Enrolled Agent or Member of the Bar; Master Degree Preferred

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