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PwC

Tax Manager - Personal Financial Services Job at PwC in Irvine

PwC, Irvine, CA, US

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Entrepreneurial & Private Business (EPB) - General Management Level A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To help us achieve this we have the PwC Professional; As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. * Use data and insights to inform conclusions and support decision-making. * Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Bachelor Degree Required Fields of Study: Accounting CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: * Individual income tax planning; * Financial planning; * Wealth transfer planning; * Business succession planning or trust and estate work; Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Individual income tax planning; * Financial planning; * Wealth transfer planning; * Business succession planning or trust and estate work; Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. * Building, maintaining, and utilizing networks of client relationships and community involvement; * Managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials. Individual income tax planning; * Financial planning; * Wealth transfer planning; * Business succession planning or trust and estate work; Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. * Building, maintaining, and utilizing networks of client relationships and community involvement; * Managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials. * Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements 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: disability; genetic information (including family medical history); veteran, marital, or citizenship status; 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. 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: The salary range for this position is: $99,000 - $266,000, plus individuals may be 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.