Manager, Financial Planning & Analysis
Rewards Network
Tax Manager – Personal Financial Services
PwC
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Illinois, New York, North Carolina, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $99,000 - $266,000 per year
Job Level
Mid-LevelSenior
About the role
- 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.
- You’ll focus on analyzing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity.
- To help us achieve this we have the PwC Professional; our global leadership development framework.
- As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
Requirements
- Minimum Degree Required : Bachelor Degree
- Minimum Years of Experience : 5 year(s)
- Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- Preferred Knowledge/Skills : Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
- Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials.
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
- and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
income tax planningfinancial planningwealth transfer planningbusiness succession planningtrust and estate workincome tax filingsconsultingproject workflow managementbudget managementbilling and collections
Soft skills
problem solvingcommunicationnetworkingclient relationship managementteam collaborationleadershiporganizational skillsvalue proposition communicationresource managementcommunity involvement
Certifications
CPAMember of the Bar
