Partner Tax Preparation Advisor Senior Manager

PricewaterhouseCoopersRaleigh, NY
28d

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 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.

Requirements

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

Nice To Haves

  • 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

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

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Number of Employees

5,001-10,000 employees

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