Tax Senior Manager - Personal Financial Services

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Senior Manager

Job Description & Summary

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.

Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

* Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

* Deal effectively with ambiguous and unstructured problems and situations.

* Initiate open and candid coaching conversations at all levels.

* Move easily between big picture thinking and managing relevant detail.

* Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

* Contribute technical knowledge in area of specialism.

* Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

* Navigate the complexities of cross-border and/or diverse teams and engagements.

* Initiate and lead open conversations with teams, clients and stakeholders to build trust.

* Uphold the firm's code of ethics and business conduct.

The Opportunity

As part of the PwC Private team you are expected to help affluent Net Worth Individuals and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence.

You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, proficiency, and network to deliver quality results.

Responsibilities

* Oversee and manage large-scale projects

* Innovate and streamline operational processes

* Maintain project success through senior-level client interaction

* Leverage influence and specialized knowledge to achieve quality results

* Develop and lead top-performing teams

* Implement a holistic approach to client needs

* Apply specialized technical knowledge and industry insights

* Deliver sustained outcomes through strategic innovation

What You Must Have

* Bachelor's Degree in Accounting

* 6 years of experience

* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

* Financial planning

* Wealth transfer planning

* Business succession planning or trust and estate work

* Broad technical skills with Form 1040 for affluent individuals

* Experience identifying and addressing client needs

* Leading as a business advisor with a 'One Firm' mindset

* Familiarity with a CRM system

* Innovating through new and existing technologies

* Utilizing digitization tools to enhance engagements

Travel Requirements

Up to 20%

Job Posting End Date

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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: .

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age;…