Senior Tax Planning & Advisory 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

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.