Asset & Wealth Management Tax Manager

$98,300 - $266,000/Yr

PricewaterhouseCoopers - Phoenix, AZ

Full-time - Mid Level

Phoenix, AZ

Professional, Scientific, and Technical Services

About the position

As a Manager in the Financial Services Tax team at PwC, you will provide expert guidance on tax planning, compliance, and strategy for clients in the Asset and Wealth Management sector. Your role will involve supervising and developing team members, managing client service accounts, and driving engagement workstreams while leveraging PwC's technical knowledge and industry insights. You will also focus on enhancing efficiency through digitization and automation, ensuring high-quality deliverables, and fostering a culture of continuous improvement and innovation.

Responsibilities

• Supervise and develop team members to achieve exceptional deliverables
• Manage client service accounts and engagement workstreams
• Independently solve and analyze complex problems
• Utilize PwC's technical knowledge and industry insights to address client needs
• Drive digitization, automation, and efficiency improvements
• Coach teams to enhance their skills and performance
• Oversee successful planning, budgeting, and execution of projects
• Foster a culture of continuous improvement and innovation

Requirements

• 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

Nice-to-haves

• Thorough knowledge of compliance and consulting for financial partnerships
• Knowledge of structuring funds to limit tax liability
• In-depth tax technical skills in partnership tax forms
• Experience identifying and addressing client needs
• Building, maintaining, and utilizing networks of client relationships
• Success as tax technical business advisor
• Familiarity with CRM systems
• Knowledge of automation and digitization in professional services
• Experience with alternative fee arrangements and pricing strategies

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401k
• Holiday pay
• Vacation
• Annual discretionary bonus