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PwC Partner Tax Preparation Advisor (PTPA) Senior Manager in San Antonio, Texas

Specialty/Competency: IFS - Finance

Industry/Sector: Not Applicable

Time Type: Full time

Travel Requirements: Up to 20%

A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You’ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.

Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you’ll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

  • Deal effectively with ambiguous and unstructured problems and situations.

  • Initiate open and candid coaching conversations at all levels.

  • Move easily between big picture thinking and managing relevant detail.

  • Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

  • Contribute technical knowledge in area of specialism.

  • Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

  • Navigate the complexities of cross-border and/or diverse teams and engagements.

  • Initiate and lead open conversations with teams, clients and stakeholders to build trust.

  • Uphold the firm's code of ethics and business conduct.

The Partner Tax Preparation Advisor program (PTPA) team is a national team comprised of dedicated tax professionals who serve as trusted advisors that provide tax compliance and tax planning guidance to the owners of PwC, both Partners and Principals, across the US.

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Required Field(s) of Study:

Finance,Accounting

Minimum Year(s) of Experience:

6 year(s)

Certification(s) Required:

CPA, Enrolled Agent or Member of the Bar

Required Knowledge/Skills:

Demonstrates intimate abilities and/or a proven record of success in the following areas:

  • Demonstrates an intimate knowledge of consulting with high net worth individuals on some of the following areas: tax planning, financial planning, wealth transfer planning, business succession planning or trust and estate work;

  • Demonstrates comprehensive technical skills that include, but not limited to, partnership K-1 income, state tax credits, composite returns, AMT, Schedules A, B, C, D, E review, tax return production and year end wrap-up;

  • Demonstrates considerable experience in identifying and addressing complex client needs. Serves as a Subject Matter Specialist in one or more complex areas such as foreign tax credit, gift tax, financial planning or PwC K-1;

  • Demonstrates a proven record of leading teams, and coaching others;

  • Leads as a tax advisor, including developing relationships within PwC with teams such as PFS, Partner Affairs, Partnership Tax, Law Firm services, etc, sharing new planning ideas with partners/clients and doing so with a "One Firm" service mindset;

  • Demonstrates knowledge of automation & digitization and leads by example by leveraging and or suggesting / developing digital solutions;

  • Develops and/or leads implementation of solutions (including digitization tools) to improve quality of deliverables, reduce hours and optimize engagements; and,

  • Demonstrates comprehensive project management skills and ability to lead various work streams including PTPA strategic priorities.

Preferred Qualifications:

Degree Preferred:

Master Degree

Preferred Knowledge/Skills:

Demonstrates intimate abilities and/or a proven record of success as a team leader:

  • Proving ability to manage partnership K-1 income, state tax credits, composite returns, Schedules A, B,C, D, E and year end planning;

  • Leveraging a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals within a global network of professional services firms;

  • Utilizing firm-issued technologies, e.g., Microsoft Office: Word, Excel PowerPoint, SharePoint;

  • Leveraging technical skills with reviewing individual tax returns and tax planning for partners within a firm or executives, especially identifying and addressing client tax issues; identifying a broad range of planning issues that are applicable to the partner and directing them to the appropriate internal resources for assistance;

  • Leading and collaborating with team members virtually, including managing and supporting the work/life balance of the team;

  • Building and maintaining trusting client relationships at the executive level;

  • Managing and leading teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback;

  • Utilizing project management and communication skills, including managing resource; requirements, project workflow, budgets, and preparing, coordinating, reviewing and presenting complex written and verbal materials;

  • Working within various tax preparation software and on-line tax organizers, especially leading executives to understand and use various proprietary software and websites;

  • Researching complex individual tax issues and leading on-going change and leveraging new technology; and,

  • Demonstrating success as a tax technical business advisor, including developing new relationships.

Learn more about how we work: https://pwc.to/how-we-work

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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

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: https://pwc.to/us-application-deadlines

The salary range for this position is: $89,000 - $315,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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