Job Information
PwC Partner Tax Preparation Advisor (PTPA) - Manager in Montpelier, Vermont
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 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:
Develop new skills outside of comfort zone.
Act to resolve issues which prevent the team working effectively.
Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
Analyse complex ideas or proposals and build a range of meaningful recommendations.
Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
Address sub-standard work or work that does not meet firm's/client's expectations.
Use data and insights to inform conclusions and support decision-making.
Develop a point of view on key global trends, and how they impact clients.
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
Simplify complex messages, highlighting and summarising key points.
Uphold the firm's code of ethics and business conduct.
The Partner Tax Preparation Advisors 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:
Accounting,Finance
Minimum Year(s) of Experience:
4 year(s)
Certification(s) Required:
CPA, Enrolled Agent or Member of the Bar.
Preferred Qualifications:
Degree Preferred:
Master Degree
Preferred Knowledge/Skills:
Demonstrates extensive abilities and/or a proven record of success as a team leader:
Demonstrating understanding of 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;
Managing and performing individual tax compliance/reviews and planning for executives, preferably for a global network of professional services firms;
Utilizing firm-issued technologies, e.g., Microsoft Office (Word, Excel PowerPoint, SharePoint, etc), Google at Work (Docs, Sheets, Slides, Drive), etc.;
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 trusted client relationships at the executive level;
Managing a team by leading teams to create an atmosphere of trust;
Seeking diverse views to encourage improvement and innovation;
Coaching staff, including providing timely meaningful written and verbal feedback;
Utilizing project management and communication skills, including managing resource requirements, project workflow, budgets;
Preparing, coordinating, reviewing and presenting complex written and verbal materials;
Working within various tax preparation software and online tax organizers, especially leading executives to understand and use various proprietary software and websites;
Researching complex individual tax issues;
Leading on-going change and leveraging new technology;
Demonstrating success as tax technical business advisor, including developing new relationships;
Demonstrating knowledge of automation & digitization in a professional services environment;
Innovating through new and existing technologies and experimenting with digitization solutions;
Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and,
Utilizing digitization tools to reduce hours and optimize engagements.
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: $73,000 - $240,000, plus individuals may be eligible for an annual discretionary bonus. 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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