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Tax Director - Personal Financial Services

PwCRichmond, VA

$150,000 - $438,000 / year

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director Job Description & Summary 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 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. The Opportunity As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion. Responsibilities Lead the creation and implementation of financial advisory services Set strategic direction and drive business development Oversee multiple projects and maintain executive-level client relations Mentor and develop future leaders Maintain the firm's reputation for quality, integrity, and inclusion Assist clients in improving operational efficiency and personal wealth strategy Develop, design, and implement plans to achieve personal wealth goals Provide advisory services for audit, tax compliance, and planning What You Must Have Bachelor's Degree in Accounting 8 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Consulting with affluent individuals Financial planning and wealth transfer planning Business succession planning or trust and estate work Possessing technical skills with Form 1040 and Form K1 Identifying and addressing client needs Developing and sustaining profound client relationships Leading as a business advisor and developing new relationships Leading teams to generate a vision and establish direction Innovating through new and existing technologies Travel Requirements Up to 20% Job Posting End Date 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 . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: $150,000 - $438,000, 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, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Chinese Business Network - Private Tax Manager

PwCTampa, FL

$99,000 - $266,000 / year

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary A career 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 design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." 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 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 Opportunity As part of the PwC Private Generalist team you shall lead the way as tax advisors dedicated to innovation, providing clients with the right skills and technology to problem solve and provide sustained outcomes. As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. You shall also adopt a practical and holistic approach to meet the unique needs of private companies and their owners, thriving in an environment where transactions are complex and require an advanced level of sophistication. Responsibilities Supervise, develop, and coach teams Manage client service accounts and engagement workstreams Solve and analyze complex problems for top-quality deliverables Adopt a practical and holistic approach for private companies Thrive in environments with complex transactions Lead contract maintenance and renewals Focus on strategic planning and mentoring junior staff Utilize technology and innovation to enhance client services What You Must Have Bachelor's Degree in Accounting 4 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Proficiency in speaking, reading, and writing Chinese What Sets You Apart Broad knowledge of complex tax issues Proficiency in US entities with operations in China Building and maintaining client relationships Communicating key propositions effectively Managing project workflow and budgets Supervising teams to foster trust and innovation Coaching staff with meaningful feedback Travel Requirements Up to 20% Job Posting End Date 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 . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: $99,000 - $266,000, 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, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Sales And Use Tax Senior Associate Or Supervisor

WeaverSan Antonio, TX

$80,000 - $115,000 / year

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver's State and Local Tax team is looking for an Indirect (Sales/Use) Tax Senior Associate or Supervisor to join their growing team. They have in-depth, first-hand experience in a wide range of industries, and draw on experience in accounting and taxation to provide consulting services to corporate clients. They identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. State and Local Indirect Tax Senior Associates and Supervisors primarily work on complex Indirect tax audits, managed audits and recovery of tax overpayments (reverse audits). They are also responsible for preparing complex tax research projects for clients in diverse industries by thoroughly researching and analyzing a wide range of tax issues and tax implications. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting or related field CPA candidate or you're pursing the CMI 2+ years of state and local tax experience in a public accounting firm, tax services firm or similar industry experience Experience in indirect (sales & use) tax compliance and consulting Familiarity with basic tax research techniques (RIA, CCH) Additionally, the following qualifications are preferred: Master's degree in Accounting CPA or CMI Knowledge of managing projects including scheduling, budgeting, client correspondence and billing Ability to analyze raw data from ERP systems to reconcile to trial balances and tax returns Experience working with audits and reverse audits Excellent written and verbal communications skills Team orientation and strong interpersonal skills Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $80,000 to $115,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

Tax Senior Associate - Private Companies

PwCFort Worth, TX

$77,000 - $214,000 / year

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Senior Associate Job Description & Summary A career 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 design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." 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 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 Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Tax Compliance team, you are expected to lead the way as tax advisors dedicated to innovation, providing clients with the right skills and technology to problem solve and provide sustained outcomes. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining rigorous standards. You are expected to focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations and growing your personal brand. Responsibilities Leading the way as tax advisors with innovative solutions Utilizing advanced skills and technology to solve problems Providing sustained outcomes for clients Analyzing intricate issues and mentoring team members Maintaining excellence in deliverables Building and nurturing client relationships Developing a thorough understanding of business contexts Navigating complex situations to enhance personal brand What You Must Have Bachelor's Degree in Accounting 2 years of experience Required to obtain certification before being promoted to Manager. Certifications include: Public Accountant or Member of the Bar. What Sets You Apart Demonstrating thorough knowledge in day-to-day compliance and consulting for various entities Applying technical skills with ASC740 Participating in client discussions and meetings Managing engagements by preparing concise, accurate documents Creating a positive environment by monitoring workloads of the team Providing candid, meaningful feedback in a timely manner CPA or Member of the Bar Travel Requirements Up to 20% Job Posting End Date 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 . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: $77,000 - $214,000, 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, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

Advanced Tax Planner

Hantz GroupBay City, MI

Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions Take a holistic approach with a team of financial professionals to service higher income and net worth clients. Comply with all industry rules and regulations Represent clients in front of the IRS and state revenue departments All other task assigned Education/Knowledge & Skills: Ability to effectively manage competing priorities, stringent deadlines, and multiple clients Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit Bachelor’s Degree in Accounting, Finance or related field 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts Must possess active Enrolled Agent or Certified Public Accountant license Must possess active Preparer Tax Identification Number (PTIN) Experience with CCH Axcess Software preferred Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR

Posted 30+ days ago

Tax Intern

Hantz GroupMidland, MI

Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Intern, you will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree. Full-time and part-time opportunities available, throughout the entire year. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Attend meetings and trainings Work with the Tax Team to assist in servicing clients Comply with all industry rules and regulations All other task assigned Education/Knowledge & Skills: Ability to effectively manage competing priorities Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Strong written and verbal communication skills Strong work ethic Highly motivated and a self-starter Strong leadership qualities and an entrepreneurial spirit In pursuit of Bachelor’s Degree in Accounting. Finance, or related field preferred Intentions of completing Enrolled Agent and/or Certified Publish Accountant license Ability to obtain active Preparer Tax Identification Number (PTIN) The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR

Posted 3 weeks ago

Tax Manager

NorthPoint Search GroupAtlanta, GA

We are working with a top mid-market firm located on the southside of metro Atlanta that has an immediate need for an experienced Tax Manager. The ideal candidate must have public accounting experience and must be a CPA.Position details:Responsibilities: Prepare and review tax returns Maintain & build client relationships Handle IRS correspondence Perform Tax research Prepare estimates, extensions & payments Mentor/oversee junior staff Requirements: Bachelor's degree in Accounting or Business Masters degree is a plus - MTAX, MACC Must be a CPA Must have 7-10 years of experience Proficient with Ultratax & QuickBooks Excellent verbal & written communication skills This is an excellent opportunity with a firm experiencing solid growth. They offer a great work-life balance, competitive compensation and a solid benefits package. The firm promotes from within and has excellent employee retention. This position is in-office. If you would like to be considered please send a copy of your resume to richard@stafffinancial.com Powered by JazzHR

Posted 5 days ago

Tax Manager - HNW

NorthPoint Search GroupAtlanta, GA

Our client has an immediate need for an experienced Tax Manager at their Atlanta location. Job details as follows: The Tax Manager is an integral part of the team and works closely with partners as well as staff and clients to manage the delivery of tax services for multiple clients in a variety of industries. The Tax Manager is responsible for performing the following job duties. Interacts closely with clients to provide tax planning, consulting, and compliance services Plans, budgets, supervises, reviews and completes client engagements/projects Manages within budgetary and time constraints while providing a high-level of client service Reviews complex federal and state income tax returns for individuals, trusts, and businesses; consults on complex tax matters Perform and manage tax research projects Works closely with partners on client management, delivery of innovative tax planning as well as practice development and business development activities Understands client operations, builds relationships with client personnel and manages client expectations; identifies opportunities to expand services within the client base; promotes new ideas and business solutions that result in extended services to existing clients Keeps abreast of latest developments in clients’ industries as well as in tax guidance to anticipate and address client concerns Assists with examinations by tax authorities Understands and manages firm risk on tax services Trains, develops, manages and evaluates staff ; assists with attracting, developing, and retaining top talent Requirements: 7+ years technical tax experience in public accounting (preferably with a local, boutique or regional firm) Bachelors degree in Accounting; Masters in Taxation or MAcc with a concentration in tax strongly preferred Must be a licensed CPA. Proficient in preparation and review of work papers, complex income tax returns, research and projections (corporate, partnerships, LLCs, trusts, multi-state and individuals; variety of industries). Strong technical & research skills with ability to identify and propose resolutions to complex income tax issues Experience with tax planning & strategy Thorough understanding of financial statements and accounting. . Excellent analytical, judgment and project management skills. Proven client interaction and relationship management skills. Excellent verbal and written communication skills with a proven ability to develop and maintain client relationships Demonstrated staff management & development skills If you are interested in this outstanding opportunity please send a copy of your resume to richard@stafffinancial.com Powered by JazzHR

Posted 5 days ago

Advanced Tax Planner

Hantz GroupRomeo, MI

Posted 30+ days ago

Hybrid Tax Manager

Carrie Rikon & Associates, LLC.Miami, FL

Seeking: Tax Manager with Public Accounting experience *Salary of 150K-180K with sign on bonus, yearly bonus, and benefits!* *Hybrid position* Summary: We are an established South Florida based public accounting firm looking for Tax Manager. Our company was founded in 1959 and have approximately 70 professionals with offices located in Miami and Boca Raton. The firm has a rich history of internal growth and professional development, providing audit/financial reporting, tax, forensic and other related services. Our clients are both domestically and internationally based. Our firm’s growth mirrors South Florida’s rise on the global stage. The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws. Responsibilities Perform tax research Prepare and review tax returns Identify opportunities to minimize the effective tax rate Oversee non-income tax compliance Prepare for and lead tax audits Qualifications Bachelor's degree or equivalent experience in Accounting or Finance 5+ years' of experience of professional public CPA firm experience Strong communication and analytical skills Strong Management Experience Must be a Tax Manager in Public Accounting Salary 150K-180K Plus Bonus and Benefits. Paid overtime. Room for growth. Powered by JazzHR

Posted 30+ days ago

Tax Supervisor

Honkamp, P.C.Davenport, IA

Who We Are: Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for our clients by providing forward-thinking, effective and timely services and solutions. Inside our firm, the collaborative, people-focused culture encourages mutual respect, open communication and ongoing learning. Honkamp fosters innovation, diversity, ethics, and integrity to strengthen our organization and our people, and to respond to our clients' needs. With our wide range of services and clients, you'll work on projects that matter as part of the Honkamp team. A Typical Day in the Life: As a tax supervisor, you will oversee the preparation and review of tax returns, ensuring accuracy, compliance, and timely delivery for a diverse client base. Responsibilities may include: Onboard and mentor new staff and interns while supervising workload distribution Preparation of the highest level of returns and workpapers and draft technical memos Detail review of tax returns, providing feedback and strategic insights Develop expertise in specialized tax areas and respond to IRS/state notices Contribute to training initiatives including content development Ensure timely and accurate completion of client engagements Build strong client relationships and identify opportunities for value-added services Support administrative tasks, stay current with tax law and technology, and recommend process improvements If you have experience in tax, excellent communication skills, and are committed to delivering top-quality service to our clients, this position may be for you! Qualifications: Bachelor’s degree in accounting or related field required 5+ years of public accounting experience in tax preparation and review Actively pursuing CPA or other relevant certification(s) Demonstrated expertise in at least one tax type (business or individual); working knowledge of others Advance knowledge of Microsoft Office Programs (Excel and Word) Strong ability to interpret tax documentation and regulations Keen attention to detail Excellent communication and analytical skills Top Benefits and Perks: As a tax supervisor, you’ll enjoy: Competitive Compensation Benefits package that includes health/dental/vision insurance 401(k) Paid time off and paid holidays Flexible schedules and summer Fridays EOE Powered by JazzHR

Posted 1 week ago

Tax Internship: Spring 2027

Willis Johnson & AssociatesHouston, TX

$19+ / hour

Willis Johnson & Associates (WJA) is seeking 1–2 motivated Juniors, Seniors, or Master’s students to join our Tax Internship Program . WJA is a Registered Investment Advisory firm, not a CPA firm, providing high-net-worth clients with comprehensive financial planning across all life stages, including tax planning and compliance. As a tax intern, you’ll gain hands-on experience in tax services while also seeing how tax integrates into broader wealth management strategies. This internship is a great fit for students interested in pursuing the CPA or CFP designation. Program Highlights 40-hour/week, paid internship Part of our Protégé Program: technical training, one-on-one mentoring, and networking opportunities Exposure to strategy sessions, client meetings, and the chance to lead a tax research project Essential Responsibilities Prepare individual, fiduciary, and business income tax returns Compile and input data using Thomson Reuters UltraTax software Manage workflows and organize returns in a paperless system Partner with the Tax Manager and wealth managers to deliver outstanding client service Support the Tax Operations team during busy season with client relations and project organization Complete one specialized tax research project and present findings to members of the firm Qualifications Accounting or Finance major with an interest in Tax Career goals in Public Accounting or Wealth Management Strong initiative and organizational skills Proficiency with technology, research, and analysis Excellent written and verbal communication Professional presence and ability to work under deadlines What We Offer Paid internships : Sophomore: $19/hr Junior: $22/hr Senior: $24/hr Graduate/Post-Grad/MBA: $26/hr Collaborative and positive teammates Hybrid work environment (in-office start, with flexibility for remote days) Formal mentorship program Meaningful, rewarding work that impacts clients’ lives Powered by JazzHR

Posted 30+ days ago

Senior Tax Accountant

Christianson PLLPLitchfield, MN

$75,400 - $83,000 / year

We are looking for someone who: Has hands-on experience with a range of tax returns, from simple to complex, across individual, corporate, and partnership types, with meticulous attention to detail. Excels in building and nurturing client relationships or is enthusiastic about developing client rapport and deepening engagement. Is passionate about mentoring and supporting team members, serving as a knowledgeable and approachable resource. Job Description Senior Tax Accountants help clients properly plan and complete their annual tax returns. They review individual, corporate, and partnership tax returns and support the firm’s tax research activities. Our people provide the best-in-class advice and build long-lasting relationships. *Relocation allowance provided to qualified candidates* Examples of the duties Review individual, corporate, and partnership tax returns prepared by staff in coordination with existing tax department supervisor Electronically research tax issues and prepare position memos to be used during partner/client/IRS review Maintain knowledge of tax code changes, accounting procedures, and theory to properly evaluate financial information Be a staff mentor and provide staff with a resource for questions including technical, procedural and professional issues Assist in developing/implementing/monitoring tax quality control policies and procedures Prepare more complex individual, corporate, and partnership tax returns Create and deliver tax presentations to partners, clients, and staff Facilitate briefing of tax and A&A staff to keep the Firm abreast of new tax issues An active participant in business development who cultivates relationships to strengthen both themselves and the Firm Qualifications & Characteristics Bachelor’s degree in accounting or finance; CPA or EA preferred, or actively seeking either credential 2+ years of relevant experience in taxation services Strong technical skills and a deep understanding of at least one to two specific industries Strong written and verbal communication, presentation, client service, technical writing skills, and research skills Leadership skills and ability to motivate others in the face of tight deadlines or complex situations requiring on-the-spot thinking Developmental skills to train and mentor team members Other things we think you should know about the position Location – on-site in Litchfield, MN Hours are normally Monday – Friday, 8:00 a.m. – 5:00 p.m. CST Who We Are At Christianson, we’re more than just your local accounting and consulting firm. We’re dedicated to getting to know our clients on a deeper level so that we can not only serve their needs today but also anticipate future needs and design custom solutions to ensure their success. We create clients for life. Christianson, PLLP, a locally and nationally respected CPA and consulting firm, provides traditional services such as accounting services, auditing, tax, and estate planning to large and small clients across a variety of industries, from agribusiness and manufacturing to biofuels and health care. Here’s why we think you should work here! With our varied client base, Christianson provides a challenging and fast-paced work environment with a wide range of opportunities for our employees. There is boundless potential for advancement and further education. We’re proud to be a community-oriented firm and we value staff who understand the importance of giving back to the communities we serve and live in. We are professional, we work hard, but we also like to have fun. We enjoy time together in and out of work with planned socials, contests, and other events. We Want to See You Succeed Our firm’s purpose is to Help People Succeed, whether it be our clients, our co-workers, or our communities. At Christianson, we take a special interest in pursuing people who have the capacity and desire to help people succeed.At Christianson, the fuel that drives our best work is collaboration. We’re not just about careers – we’re about opportunities for well-rounded individuals. We strive to give each employee room to grow, as a professional and as a person. Our experience, expertise, and skills are enriched by the varied landscape of people on our teams and in our communities. We’re dedicated to ensuring everyone at Christianson feels that they belong, that their ideas will be heard and respected, and that their unique perspective is appreciated and honored. Keeping our teammates involved and supported isn’t a one-time act – it’s an ongoing commitment! Some of the ways we empower our staff include continuing education opportunities; internal councils and committees to drive our wellness, engagement, and DEI efforts; and our annual onsite all-staff retreat we call “Camp Christianson”. Perks of working at Christianson Personal Time Off Holidays Flexible Schedule to help with Work/Life Balance Health care coverage Dental Aflac Life, Disability, and AD & D Insurance 401(k) savings plan Continuing education support, including the cost of training and annual licensing CPA exam support Employee and Business Development referral programs Disclaimer: This job description reflects the assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.In addition to competitive salaries, we take pride in offering a comprehensive range of benefits designed to support our team members. These benefits go beyond financial compensation, reflecting our commitment to our employees' well-being, balance, and personal growth. Some additional benefits include: 401(k) contributions, Health & Wellness support, Flexibility, Professional Development, and Seasonal Time-off. Salary range: $75,400.00 - $83,000.00. Powered by JazzHR

Posted 2 weeks ago

Tax Intern

Hantz GroupSault Ste Marie, MI

Posted 30+ days ago

Tax Manager (Hybrid)

Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGMiami, FL

What we seek: We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you. About us: GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries. Responsibilities of the Tax Manager role: -Review tax returns for individuals, partnerships, and corporation -Review tax adjustments to financial statements to prepare returns -To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships. -Consistently handle the complete client engagement and relationship. -Ensure expectations are clear with the Client Ambassador on deadlines and expectations. -Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients. -Establish engagement project budgets and due dates. -Completes engagements on time, on budget, with highest quality. -Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance. Position Requirements of the Tax Manager role: Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus CPA License or eligibility to take CPA exam preferred Experience using tax preparation software and applications. Excellent analytical and technical skills Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written) Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes. Ability to work on multiple projects at a given time. Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills Benefits: 401k Health Insurance Dental Vision Paid Time Off Wellness Plan Bonus Powered by JazzHR

Posted 30+ days ago

Tax Internship

HLB Gross CollinsAtlanta, GA

HLB Gross Collins is currently seeking Tax Interns to join us at our Atlanta, GA and Kennesaw, GA offices. We are looking to fill Spring 2027 and Summer 2027 positions. The internship position is a general introduction to a premier, mid-sized Atlanta accounting firm. During the internship, you will have opportunities to learn and grow in multiple aspects of public accounting by applying skills and knowledge obtained during your college courses. You will collaborate with a team of professionals to help clients solve complex business issues from strategy to execution. You will benefit from hands-on work with a broad range of clients to gain valuable real-world experience. DAY-TO-DAY OPPORTUNITIES Work on a variety of client engagements in various industries Prepare state and federal tax returns for individuals, partnerships, corporations, and other businesses Identify and assess domestic and international tax matters Research tax laws, rules, and regulations; analyze their application to engagements Review data entry to reconcile technical tax issues Research business and industry trends to assist in proposal development Develop proficiency with various tax software Grow and learn under a dedicated mentor Collaborate and network with staff, managers, and partners QUALIFICATIONS Junior or Senior pursuing Bachelor’s or Master’s degree in Accounting or related field Major and overall minimum GPA of 3.0/4.0 Curious about learning new things, and proactively seeks guidance and feedback Takes on challenges and sees tasks through to completion Willing and able to work additional hours, as needed Proficient computer and technical skills including Microsoft Office Suite Exemplary verbal and written communication skills Ability to provide excellent service to every client This internship is geared towards students interested in acquiring more knowledge about a specialization in Tax, or students looking to secure a competitive edge for a future Tax Staff position.We make a strong effort to hire students who would fit well with our firm’s culture and client focused goals. *This is a paid position. Powered by JazzHR

Posted 30+ days ago

Tax Manager

NorthPoint Search GroupAlpharetta, GA

Tax Manager - Alpharetta, Ga Who: A reputable regional public accounting firm with a growing Alpharetta office. What: Looking for a seasoned Tax Manager to lead complex tax engagements and support team development. When: Actively hiring to meet growing client needs. Where: Alpharetta, GA. Why: Growth in the firm’s client base necessitates additional leadership in the tax practice. Office Environment: Professional and collaborative with a strong emphasis on mentorship and flexibility. Salary: Competitive and aligned with experience and credentials. Position Overview: The Tax Manager will manage multiple client engagements, ensure tax compliance, and guide a team of professionals while delivering high-quality service. Key Responsibilities: ● Direct tax engagements for individuals, partnerships, and corporations.● Advise clients on tax strategies and planning.● Mentor and supervise staff, fostering professional growth.● Review complex returns and stay current on tax law changes.● Develop client relationships and identify new opportunities. Qualifications: ● CPA certification required.● 5–15 years of recent tax experience in public accounting.● Strong leadership, technical, and interpersonal skills.● Proven ability to manage engagements and teams effectively. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Posted 5 days ago

Tax Manager

Honkamp, P.C.Dubuque, IA

Who We Are: Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for our clients by providing forward-thinking, effective and timely services and solutions. Inside our firm, the collaborative, people-focused culture encourages mutual respect, open communication and ongoing learning. Honkamp fosters innovation, diversity, ethics, and integrity to strengthen our organization and our people, and to respond to our clients' needs. With our wide range of services and clients, you'll work on projects that matter as part of the Honkamp team. A Typical Day in the Life: As a tax manager, you will be responsible for managing a team of tax professionals, providing oversight on tax compliance and maintaining client relationships. Responsibilities may include: Lead, mentor, and empower staff through training, onboarding, and workload management Review all levels of tax returns and contribute to preparation as needed Manage client relationships and act as tax lead, overseeing tax return reviews and providing technical expertise in specialized areas Develop and deliver training programs, technical content, and authoritative tax guidance Stay current on tax law developments, represent the firm in IRS/audit matters, and contribute to thought leadership (e.g., external articles, tax guidance) Drive process improvements, peer review initiatives, and adoption of new technologies Support business development efforts by identifying value-added services and assisting with sales initiatives including Tax Gap Reviews Oversee administrative functions such as deadline tracking, extensions, and tax software configuration If you have tax experience, strong leadership skills, and are committed to delivering top-quality service to our clients, this position may be for you! Qualifications: Bachelor’s degree in accounting or related field required CPA or other applicable certification(s) required 7+ years of public accounting experience in tax preparation and review Demonstrated expertise in at least one tax type (business or individual); working knowledge of others Advanced knowledge of Microsoft Office Programs (Excel and Word) Strong ability to interpret tax documentation and regulations Excellent communication and analytical skills Keen attention to detail Top Benefits and Perks: As a tax manager, you’ll enjoy: Competitive Compensation Benefits package that includes health/dental/vision insurance 401(k) Paid time off and paid holidays Flexible schedules and summer Fridays EOE Powered by JazzHR

Posted 1 week ago

Remote Bookkeepers / Accountants / Tax Preparers (CPA a plus)

NorthPoint Search GroupDallas, TX

Remote Bookkeepers / Accountants / Tax Preparers (CPA a plus) Who: Reputable U.S.-based CPA firms supporting small to mid-sized clients. What: Seeking experienced accounting and tax professionals to assist during tax season. When: Immediate start through the end of tax season (April 2026). Where: 100% Remote Why:v To meet increased client demand and ensure timely, high-quality tax filings. Office Environment: REMOTE Salary: Competitive and commensurate with experience. Position Overview: You’ll work directly with firm partners and senior CPAs to support year-end bookkeeping, monthly closes, and individual and business tax return preparation. Ideal for professionals who want flexibility and the ability to contribute meaningful work in a remote capacity. Key Responsibilities: Prepare and review individual, partnership, and corporate tax returns (1040, 1065, 1120, 1120S). Perform monthly reconciliations, journal entries, and financial reporting. Communicate with clients and internal teams to ensure timely tax filings. Utilize accounting software (QuickBooks, Xero, or similar). Maintain high attention to detail under tight deadlines. Qualifications: 2+ years in public accounting or tax preparation (required). CPA designation or progress toward CPA is a strong plus. Strong knowledge of U.S. GAAP and tax code. Ability to work independently and manage multiple deadlines. Strong communication skills and proficiency in cloud-based accounting platforms. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Posted 2 days ago

Accounting Staff Analyst - Tax (1770)

Aramco Services CompanyHouston, TX

OVERVIEW: Performs professional accounting functions in either accounting staff or operating unit applications. In staff applications, functions are typically to conduct studies, analyze financial data, monitor costs and cost control procedures and provide accounting staff support to Controller's Division. In operating applications, functions are typically to accumulate and prepare CCSD input data, prepare schedules, reports and payrolls, make related accounting entries, initiate payments, and maintain records and controls. SCOPE: Responsible, under the general direction of senior Accounting Staff Analysts, for staff accounting efforts and provides staff accounting advice and assistance serving all ASC departments and U.S. Subsidiary Companies. Assignments are typically of limited scope with the parameters reasonably well defined and the approach/methods established by previous similar studies and efforts. Incumbent is expected to function relatively independently in performing assignments. Supervision is normally limited to discussion of initial job assignments, consultation on unusual situations, periodic progress reports and review of completed work. PRINCIPAL DUTIES: Conducts special studies of limited scope, develops new or revised accounting procedures, tests validity, presents findings, and recommends approval. Assists in implementing approved accounting procedure changes with operating units and CSSD as required. Includes revision of related user manuals and forms and training assistance. Investigates the significance of changes in account balances, overhead rates, construction costs, and unit costs; identifies contributing factors and summarizes findings, conclusions, and recommendations. Assists in review of systems change proposals developed in other departments to determine their impact on Controller's Division systems, procedures and operations. Maintains and controls documents, ledgers, records and manuals as assigned. Prepares data, calculations, statements, reports and CCSD input as required by specific job assignment. Computes, compiles, and processes accounting data; examines, reconciles, and monitors disbursements and associated accounting entries and support documents to assure compliance with established procedures. Assists in the design for and use of purchased or leased software or programs generated in-house. Advises supervisor and/or appropriate operating personnel of problems or unusual situations and provides recommendations for corrective action. Performs other related duties as assigned. MINIMUM REQUIREMENTS: Bachelor's degree in Accounting, Business Administration, Finance or Economics. MBA or CPA highly desirable. Three (3) years diversified experience in corporate and/or public accounting or two years experience with a CPA or MBA. Must be able to communicate and comprehend English accurately, clearly and concisely at a level required to perform the job as outlined. Ability to prepare highly technical reports and memoranda; be able to make oral/graphic presentations to all levels of management. Ability to quickly gain knowledge of company's organization, policies and operations of ASC accounting system. Must possess good work habits, a strong work ethic, and be able to adhere to company work hours, policies, and standard business etiquette. NO THIRD-PARTY CANDIDATES ACCEPTED Powered by JazzHR

Posted 3 weeks ago

Tax Director - Personal Financial Services

PwCRichmond, VA

$150,000 - $438,000 / year

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Job Description

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Director

Job Description & Summary

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 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.

The Opportunity

As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.

Responsibilities

Lead the creation and implementation of financial advisory services
Set strategic direction and drive business development
Oversee multiple projects and maintain executive-level client relations
Mentor and develop future leaders
Maintain the firm's reputation for quality, integrity, and inclusion
Assist clients in improving operational efficiency and personal wealth strategy
Develop, design, and implement plans to achieve personal wealth goals
Provide advisory services for audit, tax compliance, and planning

What You Must Have

Bachelor's Degree in Accounting
8 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

Consulting with affluent individuals
Financial planning and wealth transfer planning
Business succession planning or trust and estate work
Possessing technical skills with Form 1040 and Form K1
Identifying and addressing client needs
Developing and sustaining profound client relationships
Leading as a business advisor and developing new relationships
Leading teams to generate a vision and establish direction
Innovating through new and existing technologies

Travel Requirements

Up to 20%

Job Posting End Date

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.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

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: $150,000 - $438,000, 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, personal and family sick leave, 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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