29 days old
2018-07-152018-08-15

Dallas Tax Personal Financial Services Manager

PwC
Dallas, TX 75202
  • Jobs Rated
    128th
PwC/LOS Overview
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.

We help resolve complex issues for our clients and identify opportunities. Learn more about us at www.pwc.com/us.

At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional (http://pwc.to/pwcpro) provides our people with a road map to grow their skills and build their careers. Our approach to ongoing development shapes employees into leaders, no matter the role or job title.

Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready
- to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers.

The PwC network is a global market leader in tax services.

We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services.

With over 32,000 tax professionals, this means that the PwC network can support our clients both locally and globally.

We have experience working with an expansive and diverse client-base, which comprises all types of businesses-multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.

Job Description
As a member of our Personal Financial Services practice, you will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by our individual high net worth clients.

PwCs Personal Financial Services practice is a national team of dedicated professional advisors who provide tax compliance, tax consulting, financial planning and other wealth enhancement services to high net worth individuals and their families across the US and internationally.

Position/Program Requirements
Minimum Year(s) of Experience: 5


Minimum Degree Required: Bachelor's degree in Accounting


Certification(s) Required: CPA, Enrolled Agent or Member of the Bar


Knowledge Preferred:
Thorough knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work.


Skills Preferred:
Comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising 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.




Categories

Jobs Rated Reports for Tax Preparer

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Dallas Tax Personal Financial Services Manager

PwC
Dallas, TX 75202

Share this job

Dallas Tax Personal Financial Services Manager

PwC
Dallas, TX
US

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Tax Preparer
128th2018 - Tax Preparer
Overall Rating: 128/220
Median Salary: $38,730

Work Environment
Good
72/220
Stress
High
150/220
Growth
Very Poor
203/220
Powered ByCareerCast