PTPA Manager

Min 4 yrs required

Full-time

No

Finance Manager - PTPA
H1: Join PwC and make a difference as a Finance Manager in the Partner Tax Preparation Advisors program (PTPA) team.
H2: Advance your career and develop new skills with PwC Professional, our global leadership development framework.

Overview:
• Full-time position within PwC's Internal Firm Services (IFS) Finance team
• Responsible for financial planning, reporting, and analysis for PwC's internal function
• Provide tax compliance and planning guidance to PwC's partners and principals across the US
• Work with a global network of professional services firms
• Utilize firm-issued technologies and leverage technical skills to review tax returns and identify client issues
• Manage and support a virtual team while maintaining a work/life balance
• Build and maintain trusted client relationships at the executive level
• Coach and provide feedback to team members
• Research complex tax issues and leverage new technology to optimize engagements

Responsibilities:
• Develop new skills outside of comfort zone
• Resolve issues that hinder team effectiveness
• Coach team members and encourage their personal development
• Analyze complex ideas and provide meaningful recommendations
• Use multiple sources of information to develop solutions and recommendations
• Address sub-standard work and uphold the firm's code of ethics
• Develop a point of view on key global trends and their impact on clients
• Manage diverse viewpoints to create positive outcomes
• Simplify complex messages and highlight key points

Requirements:
• Bachelor's degree in Accounting or Finance
• Minimum of 4 years of experience
• CPA, Enrolled Agent, or Member of the Bar certification
• Master's degree preferred
• Extensive experience as a team leader
• Strong understanding of Partnership K-1 income, state tax credits, and tax planning
• Ability to leverage a network of internal and external resources
• Experience with tax compliance and planning for executives
• Proficiency with firm-issued technologies
• Strong technical skills in reviewing tax returns and identifying client issues
• Ability to identify planning issues and direct to appropriate resources
• Experience managing and supporting virtual teams
• Ability to build and maintain trusted client relationships
• Strong coaching and feedback skills
• Experience with project management and communication
• Proficiency in preparing and presenting complex materials
• Familiarity with various tax preparation software and online tax organizers
• Experience researching complex tax issues
• Knowledge of automation and digitization in a professional services environment
• Ability to innovate and experiment with new technologies
• Strong analytical skills and ability to work with large data sets
• Familiarity with digitization tools to optimize engagements

At PwC, we value diversity and are committed to creating an inclusive environment for all employees. We are an equal opportunity employer and do not discriminate against individuals 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. 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 accordance with the San Francisco Fair Chance Ordinance.

Application Deadline:
Applications will be accepted until the position is filled or the posting is removed. Please visit this link for information about anticipated application deadlines:

Pay Range:
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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;
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:
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