Senior Partner Tax Advisory Leader

PwC; Boston (MA); On-site; USD 91,000 - 322,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid holidays

Vacation

Sick leave

Job summary

PwC in Boston seeks a Partner Tax Preparation Advisor Senior Manager to lead private tax preparation and compliance work for high-net-worth individuals and privately owned businesses, blending tax planning with practical solutions.

You will guide workstreams, coach teams through complex issues, and ensure deliverables meet firm standards, while balancing client needs, regulatory requirements, and internal processes across multiple engagements.

Qualifications

• Bachelor's degree in Accounting or Finance (or related field)
• CPA, Bar, or other tax/finance credentials may qualify
• At least 6 years of experience

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

Skills

Partnership tax prep

Tax planning

Client service

Coaching teams

Communication

Analytical thinking

Education

Bachelor's in Accounting or Finance

CPA or Bar membership

Job description

PwC in Boston seeks a Partner Tax Preparation Advisor Senior Manager to lead private tax preparation and compliance work for high-net-worth individuals and privately owned businesses, blending tax planning with practical solutions.

You will guide workstreams, coach teams through complex issues, and ensure deliverables meet firm standards, while balancing client needs, regulatory requirements, and internal processes across multiple engagements.