PwC
Tax Senior Manager - Personal Financial Services
PwC, San Antonio, Texas, United States, 78208
Specialty/Competency:
Entrepreneurial & Private Business (EPB) - General
Industry/Sector:
Not Applicable
Time Type:
Full time
Travel Requirements:
Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
Deal effectively with ambiguous and unstructured problems and situations.
Initiate open and candid coaching conversations at all levels.
Move easily between big picture thinking and managing relevant detail.
Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
Contribute technical knowledge in area of specialism.
Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
Navigate the complexities of cross-border and/or diverse teams and engagements.
Initiate and lead open conversations with teams, clients and stakeholders to build trust.
Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
Job Requirements and Preferences
:
Basic Qualifications
:
Minimum Degree Required
:
Bachelor Degree
Required Fields of Study
:
Accounting
Minimum Years of Experience
:
6 year(s)
Certification(s) Required
:
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Preferred Qualifications
:
Preferred Knowledge/Skills
:
Demonstrates intimate-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas:
Financial planning;
Wealth transfer planning; and,
Business succession planning or trust and estate work. Demonstrates intimate-level abilities and/or a proven record of success as a team leader:
Financial planning;
Wealth transfer planning; and,
Business succession planning or trust and estate work.
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
Possessing considerable experience identifying and addressing client needs;
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
Possessing preferred familiarity with a CRM system. Demonstrates intimate-level knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
Financial planning;
Wealth transfer planning; and,
Business succession planning or trust and estate work.
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
Possessing considerable experience identifying and addressing client needs;
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
Possessing preferred familiarity with a CRM system.
Innovating through new and existing technologies, along with experimenting with digitization solutions;
Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
Utilizing digitization tools to reduce hours and optimize engagements; and,
Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
Learn more about how we work: https://pwc.to/how-we-work
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.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
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
The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Entrepreneurial & Private Business (EPB) - General
Industry/Sector:
Not Applicable
Time Type:
Full time
Travel Requirements:
Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
Deal effectively with ambiguous and unstructured problems and situations.
Initiate open and candid coaching conversations at all levels.
Move easily between big picture thinking and managing relevant detail.
Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
Contribute technical knowledge in area of specialism.
Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
Navigate the complexities of cross-border and/or diverse teams and engagements.
Initiate and lead open conversations with teams, clients and stakeholders to build trust.
Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
Job Requirements and Preferences
:
Basic Qualifications
:
Minimum Degree Required
:
Bachelor Degree
Required Fields of Study
:
Accounting
Minimum Years of Experience
:
6 year(s)
Certification(s) Required
:
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Preferred Qualifications
:
Preferred Knowledge/Skills
:
Demonstrates intimate-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas:
Financial planning;
Wealth transfer planning; and,
Business succession planning or trust and estate work. Demonstrates intimate-level abilities and/or a proven record of success as a team leader:
Financial planning;
Wealth transfer planning; and,
Business succession planning or trust and estate work.
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
Possessing considerable experience identifying and addressing client needs;
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
Possessing preferred familiarity with a CRM system. Demonstrates intimate-level knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
Financial planning;
Wealth transfer planning; and,
Business succession planning or trust and estate work.
Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
Possessing considerable experience identifying and addressing client needs;
Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
Possessing preferred familiarity with a CRM system.
Innovating through new and existing technologies, along with experimenting with digitization solutions;
Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
Utilizing digitization tools to reduce hours and optimize engagements; and,
Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
Learn more about how we work: https://pwc.to/how-we-work
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.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
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
The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance