Partner Tax Preparation Advisors Tax Manager

Min 4 yrs required

Full-time

No

# Partner Tax Preparation Advisors Tax Manager

## Job Overview

PwC is seeking a Manager to join its Partner Tax Preparation Advisors team. The PTPA team provides tax compliance and tax planning guidance to the owners of PwC, both Partners and Principals, across the US. The successful candidate will be a trusted advisor, providing tax compliance and tax planning services, and leveraging technical skills to review individual tax returns and tax planning for partners within a firm or executives.

## Responsibilities

The Manager will be responsible for:

* Developing 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
* Managing and performing individual tax compliance/reviews and planning for executives, preferably for 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 a 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

## Job Requirements and Preferences

* Bachelor Degree in Accounting, Finance or related field
* 4+ years of experience
* CPA, Enrolled Agent or Member of the Bar certification
* Master Degree preferred

## Salary Information

For positions in California, Colorado, Nevada, New York State, or Washington State, please visit the following link for pay range information:

Leadership, Problem Solving, Data Analysis, Financial Transactions, Fraud Detection, Taxation Services, Financial Planning and Reporting, Cost Management, Tax Planning, Investment Management, Transaction Processing, Global Trends, Consensus Building, Complex Messages, Business Conduct

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

Visit PwC website

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

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