PTPA Manager

Min 4 yrs required

Full-time

No

PTPA Manager - Finance Manager at PwC

H1: Join Our Team as a PTPA Manager - Finance Manager at PwC
H2: Career Opportunity in Finance at a Global Leader in Professional Services

PwC, a leading global professional services firm, is seeking a highly motivated and experienced PTPA Manager to join our internal Finance team. In this role, you will have the opportunity to work on a variety of financial functions, including financial planning and reporting, data analysis, and overall strategy development, while providing tax compliance and planning guidance to our partners and principals.

With a focus on purpose-driven and values-based leadership, we at PwC believe in constantly evolving and adapting to a changing world. That's why we have the PwC Professional, our global leadership development framework, which sets expectations and provides transparency on the skills needed for success and career progression.

As a Manager, you will work collaboratively with a team of problem solvers to address complex business issues, using your expertise to develop recommendations and solutions. In addition, you will have the opportunity to develop new skills outside of your comfort zone and coach others to take ownership of their personal development.

The Partner Tax Preparation Advisors (PTPA) team is a national team of dedicated tax professionals who provide tax compliance and planning guidance to the owners of PwC, both Partners and Principals, across the US. As a member of this team, you will have the opportunity to work with a network of internal stakeholders and external resources to meet the needs of our client-base and provide top-notch service.

To be successful in this role, you should have a Bachelor's degree in Accounting or Finance, with at least 4 years of experience in the field. Certification as a CPA, Enrolled Agent, or Member of the Bar is required. A Master's degree is preferred.

Key Responsibilities:

- Utilize your understanding of Partnership K-1 income, state tax credits, composite returns, Schedules A,B,C,D, E and year end planning to provide tax compliance and planning guidance to our partners and principals.
- Manage and perform individual tax compliance/reviews and planning for executives, preferably for a global network of professional services firms.
- Leverage firm-issued technologies to efficiently and effectively complete tasks.
- Identify and address client tax issues and direct them to the appropriate internal resources for assistance.
- Build and maintain trusted client relationships at the executive level.
- Lead and collaborate with team members virtually, ensuring work/life balance.
- Coach and provide feedback to staff.
- Utilize project management and communication skills to manage resource requirements, project workflow, and budgets.
- Prepare, coordinate, review, and present complex written and verbal materials.
- Work with various tax preparation software and online tax organizers.
- Research complex individual tax issues.
- Lead on-going change and leverage new technology.
- Develop new relationships and demonstrate success as a tax technical business advisor.
- Stay current with automation and digitization trends in the professional services industry.
- Innovate through new and existing technologies and experiment with digitization solutions.
- Utilize large, complex data sets to build models and provide insights to clients.
- Use digitization tools to optimize engagements and reduce hours.

Qualifications:

- Bachelor's degree in Accounting or Finance.
- Minimum of 4 years of experience in the field.
- Certification as a CPA, Enrolled Agent, or Member of the Bar.
- Master's degree preferred.
- Demonstrated success as a team leader.
- Excellent technical skills and experience with reviewing individual tax returns and tax planning for partners or executives.
- Strong understanding of automation and digitization in a professional services environment.
- Ability to work with large, complex data sets and use data visualization tools.
- Strong project management and communication skills.
- Ability to build and maintain trusted client relationships.
- Familiarity with tax preparation software and online tax organizers.
- Knowledge of Microsoft Office and Google at Work.
- Ability to lead and collaborate with team members virtually.
- Strong coaching and feedback skills.
- Excellent research and analytical skills.
- Ability to adapt to change and leverage new technology.
- Uphold the firm's code of ethics and business conduct.

At PwC, we are committed to creating a diverse and inclusive workplace, and we are proud to be an affirmative action and equal opportunity employer. We do not discriminate on the basis of 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.

For positions based in San Francisco, we will consider qualified candidates with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance.

To learn more about how we work and our application deadlines, please visit the following links:

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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:

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Join our team at PwC and be a part of a global leader in professional services. Apply now!

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Financial planning, data analysis, leadership, recording and analyzing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, preparing analysis and reconciliations, fraud detection, taxation services, complex financial reporting, cost management, investment management, transaction processing, problem solving, coaching, team management, stakeholder management, project management, communication, research, automation, digitization, data visualization, relationship building, innovation

Bachelor's degree in Accounting or Finance, preferred Master's degree

Interested candidates can apply through the PwC website.

Qualification and Experience Bachelor's degree in Accounting or Finance, preferred Master's degree

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