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PTPA Manager

Full-time 2 views

In-House

San Diego, CA, United States

PTPA Manager

Attorney

Min 4 yrs required

Full-time

No

Now

SEO Friendly Job Title:
PTPA Manager - Finance Manager at PwC

H1 Heading:
Join Our Team as a PTPA Manager at PwC

H2 Headings:
- Overview of the Role
- Responsibilities and Duties
- Job Requirements and Preferences
- Why Work at PwC
- Equal Opportunity Employer

Bold Headlines:
- Finance Manager Opportunity at PwC
- Join a Global Network of Professional Services Firms
- Be Part of Our Trusted Partner Tax Preparation Advisors Team
- Utilize Your Leadership and Tax Expertise to Serve PwC Partners and Principals
- Work with Cutting-Edge Technology and Tools
- Build and Maintain Trusted Client Relationships
- Lead and Collaborate with a Virtual Team
- Embrace Change and Innovation at PwC
- PwC is an Equal Opportunity Employer

Summary:
PwC is seeking a highly skilled and experienced Manager to join their Partner Tax Preparation Advisors (PTPA) team as a Finance Manager. The successful candidate will have a Bachelor's degree in Accounting or Finance, with a minimum of 4 years of experience and a CPA, Enrolled Agent, or Bar membership. A Master's degree is preferred. The PTPA team is responsible for providing tax compliance and planning guidance to PwC partners and principals across the US, and the Manager will play a key role in managing and performing individual tax compliance and reviews, as well as planning for executives. The role also involves utilizing firm-issued technologies, leading and collaborating with a virtual team, and building and maintaining client relationships at the executive level. The ideal candidate will have strong leadership skills, be adaptable to change, and have a passion for innovation and utilizing technology to optimize engagements. PwC is an equal opportunity employer and offers a competitive salary and benefits package.

;
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 trusted 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 online 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; and,
utilizing digitization tools to reduce hours and optimize engagements. learn more about how we work:
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: https://pwc. to/how-we-work
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: . 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: https://pwc. to/us-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:
#li-remote
apply

Legal

Jul 23, 2024
Apr 09, 2024

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Job Feedback

In-House

Attorney

Min 4 yrs required

Full-time

Legal

Jul 23, 2024

Apr 09, 2024

Profile

Now

SEO Friendly Job Title:
PTPA Manager - Finance Manager at PwC

H1 Heading:
Join Our Team as a PTPA Manager at PwC

H2 Headings:
- Overview of the Role
- Responsibilities and Duties
- Job Requirements and Preferences
- Why Work at PwC
- Equal Opportunity Employer

Bold Headlines:
- Finance Manager Opportunity at PwC
- Join a Global Network of Professional Services Firms
- Be Part of Our Trusted Partner Tax Preparation Advisors Team
- Utilize Your Leadership and Tax Expertise to Serve PwC Partners and Principals
- Work with Cutting-Edge Technology and Tools
- Build and Maintain Trusted Client Relationships
- Lead and Collaborate with a Virtual Team
- Embrace Change and Innovation at PwC
- PwC is an Equal Opportunity Employer

Summary:
PwC is seeking a highly skilled and experienced Manager to join their Partner Tax Preparation Advisors (PTPA) team as a Finance Manager. The successful candidate will have a Bachelor's degree in Accounting or Finance, with a minimum of 4 years of experience and a CPA, Enrolled Agent, or Bar membership. A Master's degree is preferred. The PTPA team is responsible for providing tax compliance and planning guidance to PwC partners and principals across the US, and the Manager will play a key role in managing and performing individual tax compliance and reviews, as well as planning for executives. The role also involves utilizing firm-issued technologies, leading and collaborating with a virtual team, and building and maintaining client relationships at the executive level. The ideal candidate will have strong leadership skills, be adaptable to change, and have a passion for innovation and utilizing technology to optimize engagements. PwC is an equal opportunity employer and offers a competitive salary and benefits package.

Additional info

;
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 trusted 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 online 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; and,
utilizing digitization tools to reduce hours and optimize engagements. learn more about how we work:
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: https://pwc. to/how-we-work
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: . 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: https://pwc. to/us-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:
#li-remote
apply

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