Private Tax - PFS - Seasonal Manager

PwC•Dallas, TX

18h•Onsite

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. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. As a PwC’s Fixed-Term seasonal employee, you’ll join our Tax Compliance team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, you’ll apply your technical expertise and problem-solving skills while navigating the complexities of tax compliance in a dynamic and supportive environment. A Fixed-Term seasonal member works for a defined period (3-6 months at a time) at a specific level as part of an engagement team, serving clients across a variety of industries. This career option allows you to contribute meaningfully during key seasonal tax periods (Summer/Fall or Winter/Spring) of the year while maintaining time for other personal or professional pursuits. Fixed-Term seasonal employees may be invited to return for future engagements based on business needs and performance, supporting seamless client service and consistent team experience.

Requirements

Bachelor's Degree in Accounting
5 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Nice To Haves

In-depth knowledge in individual income tax planning
Proficiency in financial and wealth transfer planning
Skills in business succession and trust and estate work
Technical skills in income tax filings
Building and maintaining client relationships
Managing project workflow, budgets, and billing
Preparing complex written and verbal communications
Supervising teams and fostering trust

Responsibilities

Manage client service accounts and engagements
Solve complex problems for exceptional outcomes
Assist clients in achieving personal wealth objectives
Develop and implement wealth management plans
Improve clients' operational efficiency
Assure timely and quality deliverables
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold 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.