Wealth Management Tax Services Manager

Specialty/Competency: Domestic Tax Compliance Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% Skills Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements. The Opportunity As part of the Wealth Management Tax Services team, you will lead the way as a technology‑enabled tax advisor. You will supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analysing complex problems to develop top‑quality deliverables. You will also nurture team strengths, manage performance, and embrace technology and innovation to enhance delivery. Responsibilities Manage client service accounts and lead engagement workstreams. Supervise and mentor teams to produce exceptional outcomes. Independently tackle and resolve intricate problems. Leverage team capabilities to meet client needs. Integrate technology and innovative methods into service delivery. Drive efficiency through automation and digital solutions. Assure quality and adherence to project timelines. Encourage continuous improvement and professional development. What You Must Have Bachelor's Degree in Accounting. 4 years of experience. CPA, Member of the Bar, or other tax, technology, or finance‑specific credentials may qualify for this opportunity. Job seekers must demonstrate that the minimum CPA licensure requirements are met per respective state regulations. What Sets You Apart Reviewing Fiduciary Income tax returns. Reviewing in‑depth 1099s. Responding to client requests for copies of 1099s, K‑1s, and trust returns. Preparing clear written and verbal business communication. Utilizing problem‑solving skills for troubleshooting and creative solutions. Identifying, researching, and documenting tax issues. Organising and managing multiple tasks in a professional tax services environment. Innovating through new and existing technologies. Working with large, complex data sets to build models and leverage data visualisation tools. Benefits Salary range: $99,000 – $266,000, based on skills, experience, and location. All hired individuals are eligible for an annual discretionary bonus. Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, and more. Equal Opportunity Statement As PwC is an equal 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. Legal Fair Chance For applicants impacted by applicable Fair Chance Ordinances, arrest or conviction records will be considered for employment in accordance with those laws. #J-18808-Ljbffr PwC