PTPA Manager

Min 4 yrs required

Full-time

No

Finance Manager - Tax Preparation Advisors (PTPA)

PwC is seeking a highly motivated and experienced Finance Manager to join our team as a Tax Preparation Advisor (PTPA). In this role, you will have the opportunity to work with our Internal Tax team and provide valuable services related to financial planning, reporting, and analysis. This is a full-time position with up to 20% travel required.

Job Responsibilities:
- Provide tax compliance and planning guidance to PwC partners and principals across the US.
- Manage and review individual tax returns and tax planning for executives.
- Utilize firm-issued technologies and technical skills to identify and address client tax issues.
- Lead virtual teams and maintain trusted client relationships.
- Coach and provide feedback to team members.
- Prepare and present complex materials.
- Utilize tax preparation software and online tax organizers.
- Research and analyze complex individual tax issues.
- Innovate and utilize digitization tools to optimize engagements.
- Collaborate with internal stakeholders and external resources.
- Lead on-going change and leverage new technology.

Basic Qualifications:
- Bachelor's degree in Accounting or Finance.
- 4+ years of experience in tax compliance and planning.
- CPA, Enrolled Agent, or Member of the Bar certification.
- Experience with Partnership K-1 income, state tax credits, composite returns, Schedules A,B,C,D, E, and year-end planning.
- Knowledge of Microsoft Office (Word, Excel, PowerPoint, SharePoint) and Google at Work (Docs, Sheets, Slides, Drive).

Preferred Qualifications:
- Master's degree in Accounting or Finance.
- Experience managing and performing individual tax compliance and planning for executives in a global network of professional services firms.
- Experience using various tax preparation software and online tax organizers.
- Knowledge of automation and digitization in a professional services environment.
- Experience with large, complex data sets and data visualization tools.
- Understanding of tax technical business advising and developing new relationships.
- Familiarity with change management and new technology implementation.

Why work at PwC?
- We are committed to developing our employees through our PwC Professional leadership development framework.
- We offer a competitive salary and benefits package.
- We value diversity and promote an inclusive work environment.
- We uphold a strong code of ethics and business conduct.

PwC is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment 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.

To learn more about how we work, please visit:

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 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, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:

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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Financial planning, reporting, data analysis, leadership, strategy, financial transactions, invoices, financial statements, tax planning, investment management, transaction processing, coaching, analysis, decision-making, global trends, consensus building, ethics, business conduct, tax compliance, tax planning, K-1 income, state tax credits, composite returns, Schedules A,B,C,D,E, year end planning, technology proficiency, software, online tax organizers, research, digitization, automation, data visualization

CPA, Enrolled Agent or Member of the Bar

Interested candidates must apply through the PwC website.

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

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