Tax Director - Personal Financial Services

PwC - Global; Washington (District of Columbia); On-site; USD 140,000 - 434,000; Full time

Job summary

A leading company in the financial services sector is seeking a Director for their Personal Financial Service practice. This role involves assisting high net worth individuals with business advisory needs, focusing on tax compliance, planning, and operational efficiency. The ideal candidate will have extensive experience in financial planning and client relationship management, along with a strong educational background in accounting. Join a dynamic team dedicated to helping clients achieve their wealth goals and ensure financial longevity.

Benefits

Health Coverage

401k

Potential Bonuses

Qualifications

• Minimum of 8 years of experience.
• CPA, Member of the Bar, or relevant credentials in tax, finance, or technology.

Responsibilities

• Supporting the team in evolving ways of working.
• Identifying market gaps and creating value propositions.
• Building and maintaining valuable relationships with stakeholders.

Skills

Financial Planning

Client Relationship Management

Leadership

Innovation

Technology Integration

Education

Bachelor Degree in Accounting

Tools

Form 1040

K1

Visualization Tools

Job description

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Director

Job Description & Summary

A career in our Personal Financial Service practice, within PwC Private, offers the opportunity to assist private companies with business advisory needs such as audit, tax compliance, and planning. The focus is on improving operational efficiency and enabling clients to concentrate on business strategy. You will experience the entire business lifecycle of a private company, from inception to growth, maturity, and transition. Our team helps develop, design, and implement plans to achieve personal wealth goals and ensure maintenance for future generations. Responsibilities include analyzing tax efficiencies related to income tax, investments, insurance, risk, and lifestyle investments to establish financial longevity.

Our PwC Private teams support entrepreneurs, private business owners, and family enterprises in managing ownership and growth in a changing global landscape.

To thrive in a constantly evolving world, every PwC team member is expected to be a purpose-led and values-driven leader. The PwC Professional framework guides our leadership development, setting clear expectations and skill requirements for success and career progression.

As a Director, you will work as part of a team of problem solvers, addressing complex business issues from strategy to execution. Key responsibilities include:

1. Supporting the team in evolving ways of working.
2. Assigning and sponsoring experiences to help team members realize their potential.
3. Identifying market gaps and creating value propositions.
4. Scaling efficiencies and innovative practices across projects.
5. Fostering an environment where people and technology thrive together.
6. Valuing diversity within teams.
7. Building and maintaining valuable relationships with stakeholders.
8. Upholding the firm's ethics and conduct standards.

Working with our Private Company Services Personal Financial Services practice, you will help high net worth individuals and private wealth structures with advisory needs such as audit, tax compliance, and planning. The goal is to improve operational efficiency and focus on wealth strategies, helping clients develop and implement plans for wealth accumulation and succession.

Job Requirements and Preferences

Basic Qualifications

• Bachelor Degree in Accounting
• Minimum of 8 years of experience
• CPA, Member of the Bar, or relevant credentials in tax, finance, or technology

Preferred Qualifications

• Expertise in financial planning, wealth transfer, business succession, trust, and estate planning
• Technical skills with Form 1040 and K1 for high net worth individuals
• Experience in client relationship management and business advising
• Leadership in team development, innovation, and technology integration
• Ability to work with large data sets and leverage visualization tools
• Experience in pricing strategies and fee arrangements

Travel Requirements

Up to 20%

Application Details

Applications accepted until the position is filled. For more info, visit here. Salary range: $140,900 - $434,000, with potential bonuses. Benefits include health coverage, 401k, and more. For details, see here.