Tax Services - Wealth Management Tax Services - Director

Company: PwC
Location: Jacksonville
Posted on: November 19, 2023

Job Description:

Specialty/Competency: General Tax Consulting
Industry/Sector: Not Applicable
Time Type: Full time
Travel Requirements: Up to 20%

A career in our Wealth Management Tax Services (WMTS) practice, a national practice in our overall PwC tax practice, will provide you an opportunity to work with the largest and most complex financial services organizations in advising them on tax matters in a variety of tax specialties. You'll advise clients on their federal, state and international tax responsibilities, while acting as a strategic consultant related to business analysis, dispute resolution and direct client interaction. You'll focus on tax law changes related to tax filing responsibilities, US and international tax reporting, communications with Federal and state taxing authorities and significant interaction with our clients on their tax matters.

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 Director, 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:

• Support team to disrupt, improve and evolve ways of working when necessary.
• Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
• Identify gaps in the market and spot opportunities to create value propositions.
• Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
• Create an environment where people and technology thrive together to accomplish more than they could apart.
• I promote and encourage others to value difference when working in diverse teams.
• Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
• Influence and facilitate the creation of long-term relationships which add value to the firm.
• Uphold the firm's code of ethics and business conduct.
  
  We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs
  
  Job Requirements and Preferences :
  
  Basic Qualifications :
  
  Minimum Degree Required :
  Bachelor Degree
  
  Minimum Years of Experience :
  6 year(s)
  
  Certification(s) Required :
  
  CPA or Active Member of the Bar
  
  Preferred Qualifications :
  
  Degree Preferred :
  Master Degree
  
  Preferred Fields of Study :
  Accounting, Taxation
  
  Preferred Knowledge/Skills :
  
  Demonstrates thought leader-level knowledge with, and/or a proven record of success, s directing efforts managing tax compliance needs pertaining to corporations, partnerships and other business entities, including the following areas:
  
  • Collaborating daily with tax practitioners and other related levels of business managers and staff, including partners, directors, clients and third party appraisers;
  • Utilizing fundamentals and principles related to fiduciary income tax returns and the compliance-related aspects of a Service Level Agreement;
  • Reviewing year-round maintenance of federal and state tax returns and forms for various type of client accounts (ex. 1041, 5227, 1099, 990/PF, 3520, 5498, 1099R) and estimated taxes for trust accounts; and,
  • Delivering federal and state tax business compliance services, as well as related large-scale outsourcing solutions.
    Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in managing tax compliance needs pertaining to corporations, partnerships and other business entities, including the following areas:
    
    • Preparing fiduciary income tax returns;
    • Reviewing detailed 1099s;
    • Responding to client requests for copies of 1099s, K-1s and trust returns / resolve Federal and State government tax inquiries, as well as a high volume of transmittals and tax returns;
    • Preparing effectively written and verbal business communication skills when interacting with clients and firm staff and/or management in a professional business environment;
    • Utilizing problem-solving skills, with an emphasis on troubleshooting and devising creative solutions, identifying, researching, and documenting tax issues, as well as devising and offering related solutions; and,
    • Organizing, prioritizing and managing multiple tasks and assignments within a professional tax services business environment.
      
      Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts as a tax technical team leader generating new business, proposal writing and delivery, collaborating across engagements and business units. Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop relationships and sell additional/new services.
      
      Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in a professional services environment utilizing automation & digitization in a professional services environment, including but not limited to:
      
      • Innovating through new and existing technologies, along with experimenting with digitization solutions;
      • Working with large, complex data sets to build models and leveraging data visualization tools to provide insights to clients;
      • Transforming the business by creating capacity and delivering an enhanced employee and client experience; and,
      • Evaluating and negotiating new and existing contracts, as well as leveraging pricing tools to contribute to pricing strategies.
        
        We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
        
        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 in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxdirector

Keywords: PwC, Jacksonville , Tax Services - Wealth Management Tax Services - Director, Accounting, Auditing , Jacksonville, Florida