Partner Tax Preparation Advisor Manager

PricewaterhouseCoopersRaleigh, NY
2d

About The Position

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning guidance to the owners of PwC across the US. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals.

Requirements

  • Bachelor's Degree in Accounting, Finance
  • CPA, Enrolled Agent or Member of the Bar

Nice To Haves

  • Master's Degree preferred
  • Understanding of Partnership K-1 income and state tax credits
  • Skills in managing individual tax compliance
  • Proficiency in Microsoft Office and Google suite
  • Ability to review individual tax returns
  • Experience in leading virtual teams
  • Skills in building trusted client relationships
  • Ability to manage project workflow and budgets
  • Experience in leveraging new technology

Responsibilities

  • Provide tax compliance and planning guidance to PwC owners
  • Supervise, develop, and coach teams
  • Manage client service accounts and engagement workstreams
  • Solve and analyze complex problems to develop premium deliverables
  • Leverage a network of internal stakeholders and external resources
  • Assure exceptional support and meet client expectations
  • Cultivate meaningful client relationships
  • Contribute to the firm's purpose, principles, and business strategies

Benefits

  • PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
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