Wealth Management Tax Services Manager

PwC•Pittsburgh, PA

1d•$99,000 - $266,000

About The Position

At PwC, the Wealth Management Tax Services Manager leads technology-enabled tax advisory and compliance work, using digitization, automation, and efficiency improvements to deliver benefits to clients. The Manager supervises, develops, and coaches teams; manages client service accounts; and leads assigned engagement workstreams, independently analyzing and resolving complex problems to produce high-quality deliverables. The role includes managing performance against client expectations, drawing on team members’ strengths, and adopting technology and innovation to enhance service delivery. The Manager is expected to lead with integrity and authenticity, communicate the Firm’s purpose and values, and uphold professional and technical standards, the Firm’s code of conduct, and independence requirements. The role also involves taking ownership of projects from planning and budgeting through execution and completion, partnering with team leadership on quality and timelines, mentoring colleagues, addressing conflicts, and supporting continuous development. The position requires a bachelor’s degree in Accounting and four years of experience. A CPA, Bar membership, or other tax-, technology-, or finance-specific credentials may qualify; candidates must meet the minimum CPA licensure requirements under applicable state regulations. Travel is up to 20%. Salary range is $99,000–$266,000, with actual compensation dependent on skills, experience, qualifications, location, and applicable law. Hired individuals are eligible for an annual discretionary bonus.

Requirements

Bachelor’s Degree in Accounting.
Four years of experience.
Candidates must demonstrate that they meet minimum requirements for CPA licensure under the respective state regulations.
Ability to prepare clear written and verbal business communications.
Problem-solving skills for troubleshooting and developing creative solutions.
Ability to organize and manage multiple tasks in a professional tax services environment.
Ability to innovate using new and existing technologies.
Ability to analyze complex problems and produce high-quality deliverables.

Nice To Haves

CPA, Member of the Bar, or other tax-, technology-, or finance-specific credentials may qualify for the opportunity.
Experience reviewing fiduciary income tax returns.
Experience reviewing in-depth 1099s.
Experience responding to client requests for copies of 1099s, K-1s, and trust returns.
Experience working with large, complex data sets to build models and leverage data visualization tools.

Responsibilities

Manage client service accounts and lead engagement workstreams.
Supervise, develop, coach, and mentor teams to produce high-quality outcomes.
Independently analyze and resolve complex problems and develop client deliverables.
Leverage team members’ strengths and capabilities to meet client needs and expectations.
Integrate technology and innovative methods into service delivery.
Drive efficiency through automation, digitization, and other digital solutions.
Ensure quality, timelines, and deliverables in coordination with team leadership.
Encourage continuous improvement and professional development.
Take ownership of project planning, budgeting, execution, and completion.
Review work to deepen team members’ expertise and manage performance.
Address conflicts and issues with clients, team members, and stakeholders, escalating when appropriate.
Uphold professional and technical standards, the Firm’s code of conduct, and independence requirements.
Review fiduciary income tax returns and in-depth 1099s.
Respond to client requests for copies of 1099s, K-1s, and trust returns.
Identify, research, and document tax issues.
Work with large, complex data sets to build models and use data visualization tools.