Tax Senior Manager
Job Summary
As a Partner Tax Preparation Advisor Senior Manager at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Additionally, you will manage partnership K-1 income, state tax credits, and composite returns while collaborating with virtual team members.
Responsibilities
- Provide tax compliance and planning guidance to PwC owners
- Lead large projects and maintain operational excellence
- Manage partnership K-1 income, state tax credits, and composite returns
- Interact with clients at a senior level to drive project success
Required Skills
- Bachelor's Degree in Finance or Accounting
- 6 years of experience
- CPA, Enrolled Agent or Member of the Bar
- Thorough technical skills in partnership K-1 income and state tax credits
Job Details
The Opportunity
As part of the Finance team you are expected to provide tax compliance and tax planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also responsible for managing partnership K-1 income, state tax credits, and composite returns, as well as leading and collaborating with team members virtually.
Responsibilities
- Provide tax compliance and planning guidance to PwC owners
- Lead large projects and maintain operational excellence
- Innovate processes to enhance tax reporting and compliance
- Manage partnership K-1 income, state tax credits, and composite returns
- Lead and collaborate with team members virtually
- Develop and implement solutions to improve client satisfaction
- Interact with clients at a senior level to drive project success
What You Must Have
- Bachelor's Degree in Finance, Accounting
- 6 years of experience
- CPA, Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Consulting with affluent individuals on tax and financial planning
- Thorough technical skills in partnership K-1 income, state tax credits
- Experience identifying and addressing complex client needs
- Leading teams and coaching others
- Developing relationships within PwC and sharing planning ideas
- Knowledge of automation and digitization solutions
- Leading implementation of solutions to improve quality and reduce hours
- Thorough project management skills