Partner Tax Preparation Advisor Manager

PwC; Dallas (TX); On-site; USD 74,000 - 212,000; Full time

Benefits offered by this job

Benefits package

Job summary

PwC in Dallas seeks a Partner Tax Preparation Advisor Manager to deliver personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses, guiding strategic tax positions and regulatory navigation.

You will lead, coach, and develop teams, manage projects from planning through execution, and collaborate with clients and stakeholders to optimize outcomes while upholding PwC standards.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 4+ years of experience.
• CPA, Bar, or similar credential may qualify for this opportunity.

Responsibilities

• Leading tax planning and compliance initiatives for high-net-worth individuals and privately-owned businesses.
• Guiding teams in strategic planning and execution of tax-related projects.
• Utilizing analytical thinking to navigate complex tax regulations and optimize client tax positions.
• Developing and reviewing tax documents, confirming accuracy and compliance with current legislation.
• Monitoring and analyzing financial trends to identify opportunities for tax optimization.
• Providing coaching and feedback to team members to enhance their skills and performance.
• Collaborating with stakeholders to address conflicts and engage in constructive discussions.
• Upholding professional and technical standards in line with the firm's code of conduct.
• Encouraging innovation and embracing technology to improve service delivery.
• Managing project timelines and deliverables to meet client expectations.

Skills

Tax planning

Leadership

Client advisory

Team coaching

Regulatory knowledge

Education

Bachelor's degree in Accounting or Finance

CPA or Bar or equivalent credential

Job description

The Opportunity

As a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice and guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. This role offers the chance to work closely with clients, providing tailored solutions that align with their unique financial goals.

As a Manager, you will enhance your leadership style by motivating, developing, and inspiring others to deliver quality. You are responsible for coaching and leveraging team members' unique strengths, managing performance to meet client expectations. You will play a crucial role in identifying opportunities that contribute to the success of our firm, leading with integrity and authenticity. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same.

In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will also address conflicts or issues, engaging in meaningful conversations with clients and team members, while upholding professional and technical standards.

Responsibilities

• Leading tax planning and compliance initiatives for high-net-worth individuals and privately-owned businesses
• Guiding teams in strategic planning and execution of tax-related projects
• Utilizing analytical thinking to navigate complex tax regulations and optimize client tax positions
• Developing and reviewing tax documents, confirming accuracy and compliance with current legislation
• Monitoring and analyzing financial trends to identify opportunities for tax optimization
• Providing coaching and feedback to team members to enhance their skills and performance
• Collaborating with stakeholders to address conflicts and engage in constructive discussions
• Upholding professional and technical standards in line with the firm's code of conduct
• Encouraging innovation and embracing technology to improve service delivery
• Managing project timelines and deliverables to meet client expectations

What You Must Have

• At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
• At least 4 years of experience
• At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

• Preference for a Master's degree
• Applying knowledge of partnership K-1 income and state tax credits
• Managing individual tax compliance processes including reviewing individual tax returns for accuracy and compliance
• Leading and coordinating virtual teams
• Building trusted client relationships
• Managing project workflows and budgets
• Leveraging emerging technologies to improve efficiency
• Demonstrating proficiency in tax compliance and consulting
• Utilizing strategic planning skills in tax preparation
• Excelling in partnership and personal income tax services
• Managing corporate tax planning and compliance oversight
• Analyzing financial trends for tax risk management
• Mentoring team members in tax documentation and research

The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. 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 anequal 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.

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.