Partner Tax Preparation Advisor Senior Manager

PwC; New York (NY); On-site; USD 91,000 - 322,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid holidays

Vacation

Sick leave

Job summary

PwC is seeking a seasoned professional to advise on partnership tax preparation, planning, and compliance for high-net-worth individuals and privately owned businesses. You will review returns, support schedules, and tax documentation for accuracy while translating complex tax rules into practical actions.

The role involves guiding tax calculations, provisions, and estate/trust workpapers, leading multi-case workstreams, and coaching teams through changing priorities and AI-enabled workflows.

Qualifications

• Requires partnership tax preparation and review experience.
• Ability to translate tax legislation into filing and planning actions.
• Experience coaching teams and communicating findings to clients and internal stakeholders.

Responsibilities

• Advise clients and internal teams on partnership tax preparation, planning, and compliance.
• Review partnership tax returns, supporting schedules, and related tax documentation for accuracy.
• Translate complex tax concepts into actionable filing and planning steps.
• Lead tax calculations, capital gains, income tax provisions, and trust/estate workpapers.
• Coordinate tax compliance support and issue resolution across multiple cases.
• Coach team members on tax preparation, communication, and digital tools.

Skills

Partnership tax prep

Tax planning

Reviewing tax returns

Stakeholder communication

Coaching teams

AI-enabled workflows

Education

Bachelor's degree in Accounting or Finance

CPA or Bar or related credentials

Tools

Tax software

Job description

The Opportunity

Responsibilities

• Advising clients and internal teams on partnership tax preparation, planning, and compliance for high-net-worth individuals and privately owned businesses
• Reviewing partnership tax returns, supporting schedules, and related tax documentation for accuracy and consistency
• Translating complex tax legislation, tax accounting, and tax research into practical filing and planning actions
• Guiding preparation of tax calculations, capital gains tax items, income tax provisions, and trust or estate documentation
• Analyzing financial statements, account reconciliations, and tax risk matters to identify filing issues and planning opportunities
• Leading workstreams that coordinate tax compliance support, drafting, and issue resolution across multiple cases
• Coaching team members on tax preparation, communication of findings, and use of digital tools and AI-enabled workflows
• Validating client input, discussing alternative approaches, and adjusting deliverables based on feedback and changing requirements
• Strengthening relationships with internal stakeholders by communicating status, clarifying priorities, and resolving blockers
• Modeling firm tax standards, code of conduct, and independence requirements while guiding work through complexity

What You Must Have

• At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
• 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
• At least 6 years of experience

What Sets You Apart

• Demonstrating partnership tax preparation and review experience
• Navigating private tax client issues and complex compliance matters
• Applying systems thinking to identify tax planning opportunities
• Crafting clear messages for clients and stakeholder groups
• Coaching teams through ambiguity and changing priorities
• Modeling tax standards, code of conduct, and independence requirements

The salary range for this position is: $91,000 - $321,500. 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.

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.