Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Partner Tax Preparation Advisor Manager

$73.5k - $212.28k

PricewaterhouseCoopers

Specialty/Competency: IFS - Finance

Industry/Sector: Not Applicable

Time Type: Full time

Travel Requirements: Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

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 (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning guidance to the owners of PwC across the US. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals.

Responsibilities

  • Provide tax compliance and planning guidance to PwC owners

  • Supervise, develop, and coach teams

  • Manage client service accounts and engagement workstreams

  • Solve and analyze complex problems to develop premium deliverables

  • Leverage a network of internal stakeholders and external resources

  • Assure exceptional support and meet client expectations

  • Cultivate meaningful client relationships

  • Contribute to the firm's purpose, principles, and business strategies

What You Must Have

  • Bachelor's Degree in Accounting, Finance

  • CPA, Enrolled Agent or Member of the Bar

What Sets You Apart

  • Master's Degree preferred

  • Understanding of Partnership K-1 income and state tax credits

  • Skills in managing individual tax compliance

  • Proficiency in Microsoft Office and Google suite

  • Ability to review individual tax returns

  • Experience in leading virtual teams

  • Skills in building trusted client relationships

  • Ability to manage project workflow and budgets

  • Experience in leveraging new technology

The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. 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:

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.?

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:

Learn more about 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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:

#LI-Remote

#LI-Hybrid

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Partner Tax Preparation Advisor Manager in Cleveland, OH vacancy
  • $91k - $321.5k

     ...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and...  ...businesses. Growing as a strategic advisor, you leverage your influence, expertise,...  ...to the owners of PwC. As a Senior Manager you are expected to lead large projects,... 
    Suggested
    Full time
    H1b
    Remote work

    PwC

    Cleveland, OH
    19 hours ago
  •  ...General Manager/Operating Partner This position is the highest management position at the drive-in and is responsible for leading and managing...  ...Manage and maintain all drive-in recordkeeping Prepare and maintain all necessary operational reports Develop,... 
    Suggested
    Local area
    Shift work
    Night shift
    Weekend work

    Sonic

    Northfield, OH
    12 hours ago
  •  ...organization. As a key member of our team, you will be responsible for managing and reviewing the portfolios of our high-end clients, as well...  ...personal service. To apply for this Licensed Securities/Tax Preparer/CS Representative position, please submit your resume to... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Monday to Friday

    Area Temps

    Garfield Heights, OH
    2 days ago
  • $91.77k - $212.75k

     ...build a career, KPMG provides audit, tax and advisory services for...  ...team. KPMG is currently seeking a Manager, Tax Accounting to join our Partner Tax team. Responsibilities: Accountable...  ...returns and related work products prepared by staff members for accuracy and... 
    Suggested
    H1b
    Local area
    Weekend work

    KPMG

    Cleveland, OH
    2 days ago
  •  ...amazing people who cultivate our culture as we grow. We hope you will trust your future with Keyfactor! Title: Senior Partner Enablement Manager Location: Singapore (contracted via Employer of Record) or Australia (Remote) Experience: Mid Level Job... 
    Suggested
    Full time
    Remote work

    Keyfactor

    Independence, OH
    19 hours ago
  •  ...Internal Auditor - Partner, Tax & Benefits Services (PT&B) Location:...  ...office leaders. They will also prepare detailed reports and...  ...professionalism and acting as a trusted advisor to firm partners and business...  ...and verbal. ~ Ability to manage multiple tasks and prioritize... 
    Full time
    Work at office

    SourcePro Search, LLC

    Cleveland, OH
    2 days ago
  • A global automation technology company is seeking a Senior Partner Customer Success Manager to define and drive the Plex Software Partner Success Strategy. This role involves collaborating with cross-functional teams to support customer success motions and ensure partner... 
    Remote job

    Rockwell Automation

    Cleveland, OH
    4 days ago
  • $141.92k - $212.88k

    Senior Partner Customer Success Manager (PSM) Detroit, Michigan, United States; Pennsylvania, United States; Chelmsford, Massachusetts, United States; Ohio, United States; Milwaukee, Wisconsin, United States. You will report to the Director, Customer Success - Plex and... 
    Work experience placement
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Rockwell Automation

    Cleveland, OH
    4 days ago
  •  ...relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and...  ...Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex... 

    H&R Block

    Pepper Pike, OH
    12 hours ago
  • $75k

     ...Partner Account Executive Yelp is on the hunt for a driven, high-energy sales professional to join our fast-growing Partner Sales...  ...integrations to agencies looking to scale or automate campaign management and reporting. Identify key decision-makers, budget owners,... 
    Remote job
    Local area
    Work from home
    Flexible hours

    Yelp

    Cleveland, OH
    12 hours ago
  •  ...growing Registered Investment Advisor (RIA), headquartered in...  ...financial planning and wealth management services. At Sequoia, we exist...  ...lives for generations. The Tax Advisor is a senior-level individual...  ...manages proactive outreach, prepares agendas, and ensures timely... 
    Flexible hours

    Sequoia Financial Group Llc

    Cleveland, OH
    26 days ago
  • $75k - $125k

     ...continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a...  ..., assurance, IT consulting, and wealth management services to small and medium sized... 
    Work experience placement
    Work at office
    Relocation package
    Flexible hours

    PT&C Group LLC

    Cleveland, OH
    11 days ago
  • $119k - $170k

     ...Service Experience Manager Location Designation: Hybrid - 3 days per week Business Unit Overview Join Service Experience, the engine...  .... Role Overview This role is focused on making sure partner-supported service work runs smoothly day to day. You'll work across... 
    Local area
    3 days per week

    New York Life

    Cleveland, OH
    3 days ago
  • A leading tax preparation firm located in Beachwood, Ohio, is seeking an experienced Tax Advisor. The role involves developing year-round relationships with clients, providing comprehensive tax preparation and planning services, and assisting clients with IRS support.... 

    H&R Block

    Beachwood, OH
    3 days ago
  •  ...their Financial Services EY EDGE Wealth and Asset Management practice in Cleveland, Ohio. This role requires delivering tax compliance and consulting services, with...  ...including supporting client relationships and preparing complex tax documents. Candidates should have... 
    Flexible hours

    Ernst & Young Oman

    Cleveland, OH
    4 days ago
  •  ...customer service representative to join our esteemed financial organization. As a key member of our team, you will be responsible for managing and reviewing the portfolios of our high-end clients, as well as coordinating and scheduling meetings with them. In addition to... 
    Temporary work
    Monday to Friday

    Area Temps

    Cleveland, OH
    3 days ago
  • DR Power LLP is seeking a Regional Development Manager II in Cleveland, OH, responsible for sales growth and market expansion through...  ...successful candidate will manage relationships with distribution partners, implement marketing strategies, and report on territory... 

    DR Power LLP

    Cleveland, OH
    1 day ago
  • $14.75 - $17.91 per hour

     ...Production Team Partner - Mat Roller & Order Builder - UniFirst Location: Brooklyn...  ...Department, you will be working on a team to prepare orders and floor mats for delivery to...  ...from within, we love to! Many of our managers started at UniFirst working on the production... 
    Hourly pay
    Immediate start
    Shift work

    UniFirst

    Independence, OH
    12 hours ago
  •  ...name in the industry. Picture yourself managing end-to-end placements while fostering...  ...intake to securing the ideal candidate. Partner with Clients: Develop a deep...  ...recruiters as strategic partners. If you're prepared to work smart, earn generously, and expand... 
    Permanent employment
    Remote work
    Flexible hours

    MLee Medical Employment

    Cleveland, OH
    3 days ago
  •  ...The Employee Relations Partner plays a critical role in fostering...  ...This role serves as a trusted advisor to leaders and employees, ensuring...  ...Partner is responsible for managing employee relations matters,...  ...investigations and preparing detailed reports. ~ Proficiency... 
    Work at office

    Northwest Bank

    Independence, OH
    3 days ago
  • A company in the financial technology sector seeks Seasonal Local Service Associates to provide tax services and community engagement. You’ll deliver tax preparation and advice, fostering customer loyalty while working at TurboTax locations across the United States. Ideal... 
    Seasonal work
    Local area

    Intuit

    Cleveland, OH
    2 days ago
  • $14.92 - $16.76 per hour

     ...Production Team Partner – Stockroom Processor Our Production Team is Kind of a Big...  ...promote from within, we love to! Many of our managers started at UniFirst working on the...  ...HACCP and medical guidelines Process and prepare orders for existing route delivery... 
    Hourly pay
    Immediate start
    Shift work

    UniFirst

    Brooklyn Heights, OH
    12 hours ago
  •  ...A growing accounting, tax, and consulting firm is seeking an Accounting and Audition Manager to join their team. You will work Monday...  ...accounting standards Prepare audited, reviewed, and compiled...  ...communication to the engagement partner Promote the firm ad... 
    Monday to Friday

    Area Temps

    Beachwood, OH
    2 days ago
  •  ...more about Rehmann, visit: Job Description: How You'll Make an Impact: Preparing a broad range of Individual, S Corp, Partnership and other entity tax returns Preparing financial statement reviews Conducting research to develop solutions... 
    Flexible hours

    Rehmann

    Cleveland, OH
    2 days ago
  •  ...Arrangement: In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Cleveland or Akron, OH might include the following: Prepares individual, business and other types of tax returns for clients in various types of... 
    Work at office
    Local area
    Visa sponsorship

    Eide Bailly

    Beachwood, OH
    12 hours ago
  •  ...Tax Associate The Tax Associate will be responsible for providing support to in-house tax counsel by providing litigation coordination, preparing appeals protests and managing the appeals process, and assisting with general audit management, including drafting IDR... 
    Work at office
    Local area

    GBX Group LLC

    Cleveland, OH
    17 hours ago
  •  ...Tax Associate and Senior Tax Associate Professionals – Dyke Yaxley...  ...complexity of planning and preparing taxes for individuals living...  ...Effective time management skills Work from office with...  ...Program." ~ DY USA managing partner, Rob Whittall, was honored as... 
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Engage! Cleveland

    Cleveland, OH
    5 days ago
  • $80k - $95k

     ...General Summary of Position: Responsible for managing client assignments and projects, and delivering a high quality service...  ...Responsibilities include, but are not limited to: Prepare/review various tax returns and year-end workpapers - individual, corporate,... 
    Local area

    Maloney and Novotny

    Cleveland, OH
    3 days ago
  •  ...Companies Inc. is a premier Northeast Ohio property management firm headquartered in Beachwood, Ohio, seeking a Corporate Tax Accountant to join our team. This opportunity...  ...and personal property tax reporting Prepare year-end workpapers and trial balances for real... 
    Full time
    Local area

    GCI Residential LLC

    Beachwood, OH
    2 days ago
  • $70k - $125k

     ...What You'll Do As a Real Estate Tax Senior , you'll play a key role in delivering...  .... In this role, you'll lead the preparation and review of partnership tax returns, analyze...  ...client service Project & Time Management ~ Manage multiple priorities and deadlines... 
    Contract work

    Cohen & Company

    Cleveland, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Partner Tax Preparation Advisor Manager. Be the first to apply!