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Asset & Wealth Management Tax Manager

PwC

Linden, NCJob$99–266K/yrTracked 4w agoSeen in employer's feed 3 days ago

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At a glance

Compensation
$99–266K/yr
Location
Linden, NC
Work Authorization
US work authorization required

Requirements

Credentials this posting asks for.

CPAMember Of The BarTax CredentialsTechnology CredentialsFinance-Specific CredentialsBachelor's degree

Job overview

PwC is hiring an Asset & Wealth Management Tax Manager. The Asset & Wealth Management Tax Manager at PwC advises clients on tax planning, compliance, and strategy, helping them navigate complex tax regulations and optimize their tax positions. This role involves reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting tax obligations while minimizing non-compliance risks. The manager also enhances leadership style, motivates and develops teams, and identifies opportunities for the firm's success.

Key focus areas include Supervise and develop team members to achieve exceptional deliverables, Manage client service accounts and engagement workstreams, and Independently solve and analyze complex problems.

Successful candidates bring Bachelor's Degree In Accounting, 4 Years Of Experience, and CPA, Member Of The Bar Or Other Tax, Technology, Or Finance-Specific Credentials. Preferred (not required): Tax Planning, Compliance, Strategic Thinking, and Review Financial Data.

Skills & qualifications

RequiredNice to have

Skills

Tax PlanningComplianceStrategic ThinkingReview Financial DataAnalyze Financial DataPrepare Tax ReturnsFile Tax ReturnsLeadershipCoachingManaging PerformanceIdentifying OpportunitiesLeading With IntegrityAuthenticityEmbrace TechnologyCreativityAnalyze System LinkagesProject OwnershipProject ManagementBudgetingProject ExecutionDevelop SkillsMentor OthersDeepen ExpertiseAddress ConflictsEngage in Difficult ConversationsUphold Professional StandardsReinforce Technical StandardsPwC Tax GuidancePwC Audit GuidanceCode of ConductIndependence RequirementsDigitizationAutomationIncreased EfficienciesSupervise TeamsManage Client Service AccountsDrive Client Engagement WorkstreamsSolve Complex ProblemsAnalyze Complex ProblemsDevelop Top-Quality DeliverablesPwC Technical KnowledgeIndustry InsightsAddress Client NeedsFoster Continuous ImprovementStructuring Funds to Limit Tax LiabilityPartnership Tax FormsIdentifying and Addressing Client NeedsBuilding Client RelationshipsMaintaining Client RelationshipsUtilizing Client Relationships

Qualifications

Bachelor's Degree in Accounting4 Years of ExperienceCPAMember of the BarTax CredentialsTechnology CredentialsFinance-Specific Credentials

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

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.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

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.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

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.

The Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

  • Supervise and develop team members to achieve exceptional deliverables

  • Manage client service accounts and engagement workstreams

  • Independently solve and analyze complex problems

  • Utilize PwC's technical knowledge and industry insights to address client needs

  • Drive digitization, automation, and efficiency improvements

  • Coach teams to enhance their skills and performance

  • Oversee successful planning, budgeting, and execution of projects

  • Foster a culture of continuous improvement and innovation

What You Must Have

  • Bachelor's Degree in Accounting

  • 4 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

  • Thorough knowledge of compliance and consulting for financial partnerships

  • Knowledge of structuring funds to limit tax liability

  • In-depth tax technical skills in partnership tax forms

  • Experience identifying and addressing client needs

  • Building, maintaining, and utilizing networks of client relationships

  • Success as tax technical business advisor

  • Familiarity with CRM systems

  • Knowledge of automation and digitization in professional services

  • Experience with alternative fee arrangements and pricing strategies

The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 

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: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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