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Brady MartzGrand Forks, ND
Open to onsite, hybrid, or remote working arrangement. Manager – Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and generation-skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training. This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams. Essential Position Responsibilities: · Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations. · Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations. · Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning. · Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns. · Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters. · Mentor and train staff in estate and trust compliance and technical research. · Monitor changes in estate and trust tax law and advise firm leadership on implications. · Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies. Requirements · Bachelor’s Degree in in accounting or related field required · 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting · Licensed CPA preferred · Strong technology skills · Ability to work on multiple projects and meet deadlines · Ability to communicate clearly in writing and verbally · Team player · Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Posted 5 days ago

Perkins & Co logo
Perkins & CoPortland, OR
We are looking for a seasoned tax manager to join our business tax team. This particular practice focuses on closely held family groups and their individual owners. It’s relationship heavy and never boring. If you think of yourself as a bit of a generalist that leans heavily towards flow through entities, but still understand the implications of how they flow through to a 1040, this could be your thing. What’s the work arrangement? Our tax and audit teams may be spread across the country, but they work together seamlessly and successfully – and unlike many of our competitors, we have not had an RTO mandate. That said, we would love for this position to be situated locally to the Portland or Seattle market – you are working with local business leaders, after all. Interested in moving to Portland? That works too – and we will help cover the cost. Please be explicit about this on your resume or cover letter. A culture where flexibility and balance add up to success. At Perkins, our leadership team know that public accounting is a demanding profession and is committed to a people-first culture that respects your time, values your contributions, and supports a sustainable career. We believe that when you’re set up for success, we all win. That’s why our expectations are both clear and reasonable: full-time managers have a target of 1,375 charge hours (2,300 total hours annually) , giving you the structure you need without the burnout. During peak season, you can expect to log at least 50 charge hours per week, with some weeks trending higher as deadlines approach—but you won’t be doing it alone. We collaborate, support each other, and always finish strong together. Our leadership team knows that public accounting is a demanding profession, which is the very reason for our ‘people-first’ culture. Time off to recharge. Empowering our staff with ample time off is central to how we operate and an important component to giving you the time you need to recharge. In addition to 5 weeks of PTO , enjoy 14.5 paid holidays and paid leave options, including parental leave. A smart move for your career. Join our team, and you’ll work with a damn good group of seasoned accounting professionals who thrive on a culture of respect, support, and being refreshingly easygoing, without sacrificing crucial career development and experience. We’ll give you the tools and resources to do your best work and mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches. Our open-door policy gives you easy access to leadership , and our “choose your own adventure” approach to career development allows you to grow your career the way you want. We invite you to focus on your passions, promote you when you’re ready, and celebrate each career milestone you experience with us. What makes you a fit for this role? Active CPA License 5+ years of recent experience in public accounting that includes 2 in a manager capacity, working in a paperless environment, reviewing complex returns, researching complex tax issues, managing client relationships, supervising project teams, and collection of accounts receivable Experience reviewing (not just preparing) business tax returns (primarily forms 1120, 1120S; some 1065 & 1040); provisions; consolidated returns; multi-state returns; ASC 740 Experience with Partnership basis adjustments Due diligence experience on both buy/sell sides of M&A activity. Well-versed in taxable/nontaxable transactions of reorganizations and mergers, corporate issues of 382/383, E&P, and liquidating distributions. Familiarity with foreign reporting experience (Form 5471, 5472, FBAR, 8865, 1042) is preferred Excellent communication skills including a proven ability to give and receive positive and constructive feedback Organized, detail-oriented, and ability to solve problems (critical thinker) Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate Embraces new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement) Compensation and benefits: Salary range is $120K - $145K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR 401(k) profit sharing plan; immediate vesting of employer contributions 14.5 paid holidays, 5 weeks of paid time-off (PTO), ample paid leave, including family leave Incentive plan for sales leads See our full list of benefits. A company you’ll feel proud to be part of. We don’t like to brag, but we have some significant accolades under our belt—all thanks to our passionate teams. At Perkins, we feel good about our work and love that our community feels good about it, too. #1 Most Admired Accounting firm in Oregon & SW Washington. 16 years on Oregon's Most Admired Companies list (Portland Business Journal) 3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal) Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated) Largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA. 12th largest women-owned business in Oregon & Clark and Skamania counties, WA. We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing) Best Accountant of Portland (Willamette Week reader's poll) Does Perkins sound like the perfect fit for you? We keep it simple: just submit your resume or LinkedIn profile—no tedious application form or cover letter required. Perkins & Co is an Equal Opportunity Employer #LI-JB1

Posted 30+ days ago

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RES Consultant GroupAtlanta, GA
As a Sales and Use Tax Practitioner you are a member of our client’s network of sales tax experts who work remote with flexible hours. You will be provided a book of business and you become their outsourced sales and use tax department. You choose your workload and take on as many or as few clients as your time allows. The Company will give you all the tools you need to be a practitioner.   Seeking sole-practitioners able to work 20 to 25 hours per week during the week between 9AM and 5PM.  Job Description Provide sales and use tax services on a monthly basis Translate and import client sales and use tax data Prepare and review standard and customized reports Manage and apply eligible credits Prepare and manage monthly cash requests Reconcile payments made on behalf of client and cash received from client Assist client with reconciling their GL Maintain an accurate client tax calendar Prepare and transmit accurate and timely sales and use tax returns to jurisdictions in accordance with the client tax calendar Communicate proactively with client Respond to client’s specific sales and use tax questions and requests Resolve all sales and use tax-related jurisdictional matters. Requirements Bachelor’s Degree in Accounting CPA, CMI, OR 5+ years S&U tax compliance experience Comfortable with working part-time Client-first, white glove service mentality Required: (must have the following) Dedicated home office workspace Reliable high-speed internet connection Active office or cellular telephone Laptop with Windows 10 Operating System and minimum i5 processor, 8GB RAM Benefits Thorough training and onboarding where you learn our clients process and systems A coach assigned to help onboard you and help you build a successful practice Client work – no business development required Office 365 subscription with built-in backup features Research tools Sales tax compliance software Pay Structure You will be required to sign a Practitioner Agreement with our client, that, among other things, establishes the revenue share for each client that Practitioner serves. Specifically, the client is contracted to our client for a certain scope and fee; and Practitioner receives a portion of this fee according to their Practitioner Agreement. If you feel you have the necessary qualification please apply today and forward a copy of your resume.

Posted 30+ days ago

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Wilson Hand LLCOklahoma City, OK
Position Summary The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry. Relationship Managers report directly to the Chief Revenue Officer. Must live in the Southwest Region which includes the following states: KS, OK, TX, LA, and AR YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE REGION SPECIFIED ABOVE Requirements Required Background & Qualifications Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to: Education & Credentials: ● A demonstrated focus on private wealth, tax, or business law ● CPA credential or significant accounting/tax background strongly preferred ● Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required. Professional Experience: ● Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines ● Demonstrated success in business development and relationship management with high-net-worth individuals and families ● Background in tax strategy development, business succession planning, wealth preservation, or estate planning ● Experience with business brokers, M&A professionals, or transaction intermediaries ● Proven track record of managing complex client relationships and converting prospects into long-term partnerships ● Sales experience targeting or servicing HNWI clientele and strategic business partners Benefits Key Responsibilities Develop, Nurture & Manage Relationships – Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions. Strategic Partner Conversion – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise. Client Portfolio Management – Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization. Tailored Solution Development – Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning. Identify Upsell & Cross-Sell Opportunities – Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs. Client Issue Resolution – Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly. Strategic Partner Training & Support – Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings. Cross-Functional Collaboration – Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression. 9.CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management. Expectations ● Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships. ● Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence. ● Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis. ● Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products. ● Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust. Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services. Key Performance Indicators Client Development: ● Meet with 100 Core Tax leads annually (8/month or 2/week) ● Convert 50 Core Tax clients annually (4/month or 1/week) ● Meet with 125 CGT leads annually (11/month or 3/week) ● Convert 12 CGT clients annually (1/month) ● Meet with 125 ARP leads annually ● Convert 25 ARP clients annually (2/month) Client Success & Growth: ● Client retention and satisfaction scores ● Product penetration and expansion revenue per client ● Strategic Partner activation and ongoing engagement metrics ● Revenue growth trajectory across assigned client base

Posted 3 weeks ago

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Brady MartzGrand Forks, ND
As an Associate Accountant specializing in Tax/Audit at Brady Martz, you will have the opportunity to work with clients from various industries and gain experience in the firm's multiple lines of business. In this role, you will be responsible for completing work assignments in a timely manner, ensuring the quality of work performed. Key responsibilities: Assisting with audits, reviews, compilations, and other assurance services for clients Preparing individual, corporate, partnership, and other types of tax returns Preparing financial statements, related disclosures, and other required reports Using excellent judgment and analysis to prepare and review workpapers and supporting documentation in conformity with applicable professional standards Drafting and reviewing reports, financial statements, and other engagement deliverables Exercising discretion and judgment when working with client matters Performing research utilizing various resources Participating in business development activities Utilizing cloud-based technology and firm audit software Requirements Bachelor's Degree in Business, Accounting, or a related field; Required Licensed CPA or working towards obtaining CPA or CMA license; Preferred Understanding of GAAP and GAAS  Strong technology skills  Ability to work on multiple projects and meet deadlines  Ability to communicate clearly in writing and verbally  Team player  Ability to think innovatively  Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Posted 30+ days ago

Carta logo
CartaSeattle, WA
The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.  Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration in venture capital and private equity. Trusted by more than 50,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.  For more information about our offices and culture, check out our Carta careers page . The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Tax Associate, you’ll work to:  Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy? We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online? We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created? The Team You'll Work With You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).  You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services. About You Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include: Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable. Scan and file federal and state notices as received and maintain notice tracker. Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members. Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns. Support special projects on an ad-hoc basis. Provide administrative support to tax team leaders. Experience with income tax filing software such as GoSystems Tax RS, but not required. Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures. High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this. Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems. Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up. You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual. You have experience leveraging technologies to automate processes and gain efficiencies. You have strong critical thinking, problem solving, and decision making skills. You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines. Salary Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $72,000.00 - $85,500.00 in Seattle, WA We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.  Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see  Privacy ,  CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

Carta logo
CartaSandy, UT
The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit.  Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing  $150B in assets under administration in venture capital and private equity. Trusted by more than 50,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.  For more information about our offices and culture, check out our Carta careers page . The Team You’ll Work With You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).  You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services. The Problems You’ll Solve Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy? We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online? We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created? About You Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (or eligible to sit for CPA exam) with at least 2 years experience in public accounting, who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.   Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures. High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this. Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems. Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up. You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual You have experience leveraging technologies to automate processes and gain efficiencies You have strong critical thinking, problem solving, and decision making skills You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.  Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see  Privacy ,  CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

Kaufman Rossin logo
Kaufman RossinMiami, FL
Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…Our values are translated into action every day…People see that management is caring and has a priority in their well-being. Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Tax Manager with Real Estate industry experience to join our dynamic team in Miami. This important role includes client relationships, technical tax compliance and consulting work, and managing staff. Reviewing individual and non-individual tax returns Assisting entire Tax practice in resolving day-to-day tax issues Communicating with federal and state tax authorities as needed Researching complex tax issues Managing engagement planning Mentoring and training staff Business development Requirements What Skills You’ll Bring: 6 - 8 years of recent experience with strong tax compliance and research background, specific to Real Estate clients CPA or CPA eligibility MS in Taxation preferred Public accounting experience required Strong team player and a commitment to high quality, detailed work Ability to deal with clients and possess “executive presence” Strong computer skills, with experience in a paperless environment How You’ll Stand Out: Self-starter with ability to deal with multiple priorities Passion for client service and strong communication skills Bilingual (English and Spanish) Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Posted today

PwC logo
PwCSeattle, WA

$124,000 - $335,000 / year

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Senior 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 Senior 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. 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 our clients with the right skills and technology to problem solve and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, specialized knowledge, and network to deliver quality results. Responsibilities Leading large projects and innovating processes for operational excellence Interacting with clients at a senior level to drive project success Leveraging influence, knowledge, and network to deliver quality results Providing clients with the right skills and technology Confirming alignment with organizational goals and objectives Applying strategic advising to enhance project outcomes Promoting a culture of continuous improvement and excellence Developing and mentoring top-performing teams What You Must Have Bachelor's Degree in Accounting 6 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 Proven ability to identify and address client needs Experience in building and utilizing client relationships Proven communication skills to articulate benefits Proficiency in managing resource requirements and project workflow Experience in supervising teams to foster trust Proven ability to provide timely feedback to staff Demonstrated leadership as a business advisor Experience in innovating through new technologies Proficiency in using digitization tools 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: $124,000 - $335,000, 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

PwC logo
PwCNew York, NY

$77,000 - $214,000 / year

Industry/Sector Not Applicable Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency. Responsibilities Enhance impact through digitization and automation Resolve complex tax issues Mentor and develop junior team members Build and maintain client relationships Gain a thorough understanding of business contexts Navigate and manage complex tax situations Advance personal brand and technical knowledge Maintain exceptional professional and technical standards What You Must Have Bachelor's Degree in Accounting 2 years of experience Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations What Sets You Apart Innovating through new and existing technologies Experimenting with digitization solutions Working with large, complex data sets Building models and leveraging data visualization tools Exposure to pricing and client worth Reviewing contracts and finding new pricing options Master's Degree preferred CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations 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. 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 30+ days ago

PwC logo
PwCNew York, NY

$77,000 - $214,000 / year

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Senior Associate 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 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 PwC Private Personal Financial Service team you are expected to help affluent individuals & private wealth management structures with a range of advisory needs. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining elevated 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 Assisting individuals with advisory needs Enhancing operational efficiency through audit and tax compliance Planning and strategizing for personal wealth goals Analyzing complex problems 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 Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture] or Member of the Bar. What Sets You Apart CPA or Member of the Bar Consulting with affluent individuals on tax planning Proficiency in wealth transfer and business succession planning Knowledge of international tax planning and compliance Experience with trust or estate work Technical skills in tax compliance for affluent individuals Research, writing, and consulting on tax matters Managing engagements and preparing concise documents Creating a positive environment and providing timely 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: $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 30+ days ago

PwC logo
PwCMinneapolis, MN

$77,000 - $214,000 / year

Industry/Sector Not Applicable Specialism 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 PwC Private Generalist 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 CPA or Member of the Bar Thorough knowledge of tax-related intricacies of partnership structures Proficiency in US Tax Code sections related to partnerships Specialized tax consulting and compliance for private partnerships Proficiency in creating and leveraging complex spreadsheets Advanced report-writing and communication skills Experience in marketing and business development efforts Leading teams to generate 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: $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 30+ days ago

PwC logo
PwCJacksonville, FL

$150,000 - $438,000 / year

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading 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. Responsibilities Define strategic direction for the Default team Lead initiatives in business development and client relations Oversee multiple projects maintaining exceptional delivery Build and maintain executive-level client relationships Mentor and guide the next generation of leaders Advocate for digitization and automation in tax advisory Adhere to professional and technical standards Foster a collaborative environment where technology thrives What You Must Have Bachelor's Degree 6 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 Master's Degree in Accounting, Taxation preferred Proficiency in managing tax compliance for various business entities Proficiency in fiduciary income tax returns and compliance Collaboration with tax practitioners and business managers Skilled in preparing and reviewing thorough tax returns Written and verbal business communication skills Proficiency in problem-solving and creative solutions Leadership in generating new business and proposal writing Proficiency in automation and digitization in tax services 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 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

PwC logo
PwCPittsburgh, PA

$124,000 - $335,000 / year

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead and manage large-scale projects to achieve successful outcomes Innovate and streamline processes to enhance efficiency and effectiveness Maintain exceptional standards of operational excellence in every activity Interact with clients at a senior level to drive project success Build trust with multi-level teams and stakeholders through open communication Motivate and coach teams to solve complex problems Serve as a strategic advisor, leveraging specialized knowledge and industry trends Provide strategic input into the firm's business strategies What You Must Have Bachelor's Degree in Accounting 5 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 In-depth knowledge of tax compliance for REITs Knowledge of partnership structures and tax liabilities Technical skills in real estate tax services Building and utilizing networks of client relationships Managing resource requirements and project workflow Creating an atmosphere of trust in teams Developing new relationships and selling new services Innovating through new and existing technologies Utilizing digitization tools to enhance engagements 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: $124,000 - $335,000, 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 1 week ago

PwC logo
PwCColumbus, OH

$124,000 - $335,000 / year

Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients' complex accounting and financial reporting challenges, as well as their broader business issues. 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 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Financial Markets Business Advisory team you are expected to help clients comply with global tax information reporting and withholding rules. As a Senior Manager you are expected to lead staff in preparing and filing information returns, develop innovative technology solutions, and provide guidance to clients regarding compliance with complex tax issues. Responsibilities Lead staff in preparing and filing information returns Develop innovative technology solutions for compliance Provide guidance to clients on complex tax issues Maintain operational excellence and top-tier client interaction Leverage influence and proficiency to deliver quality results Guide teams in developing practical tax compliance solutions Oversee the implementation of compliance strategies for clients What You Must Have Bachelor's Degree 7 years of experience Certified Public Account (CPA), Enrolled Agent or Active Member of the Bar What Sets You Apart Degree in Accounting, Accounting & Finance, Taxation, Management Information Systems & Accounting preferred Providing guidance on global tax information reporting compliance Researching complex tax issues for client conclusions Reviewing US IRS tax forms and related documentary evidence Leading staff in preparing and filing information returns Developing innovative technology solutions for efficiency Creating educational resources for reporting and withholding requirements Training and managing local staff Understanding US tax rules and requirements 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: $124,000 - $335,000, 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 1 week ago

Ryan, LLC logo
Ryan, LLCGlendale, AZ
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service Ryan is expanding the International Income Tax Consulting practice throughout the U.S. We are searching for talent at all levels including but not limited to Manager, Senior Manager, and Director, who are working in public accounting, either currently or in the last 4 years. The ideal candidate will possess strong technical knowledge of international income tax. Ryan will consider individuals at the Senior Associate or Senior Consultant level who are ready for promotion to the next level, as well as candidates who are currently in a Manager, Senior Manager, or Director role. In Ryan's flexible work environment, individuals residing anywhere in the U.S. will be considered for this opportunity. This role requires expertise in International Income Tax to provide income tax consulting services to corporate clients. Depending on level, you may lead, manage, and execute international income tax consulting engagements to drive value for Ryan's corporate clients or be an individual contributor. The job description will vary based on experience. We are open to speaking to individuals at all levels. If this is you or someone you know, we would like to speak with you. Please submit your resume or contact us directly if you want to learn more. Contact: MaryKay.Manning@ryan.com or Andra.Kayem@ryan.com Ryan is an award-winning firm with an amazing corporate culture. We are truly a Great Place to Work! Come be a part of the excitement at Ryan! More about the role: The Manager, International Income Tax leads a team of Consultants to provide global tax advisory services to clients. The Manager is responsible for the management of the team and oversees their performance and development. The Manager is responsible for the quality, timely delivery, and budget control of each project. The Manager is also involved in maintaining and building client relationships and assisting in prospecting for new clients. Duties and Responsibilities, as they align to Ryan's Key Results People: Create a positive team experience. Assists in the training and education of other team members. Client: Responds to client inquiries and requests from tax authorities. Travels to client locations as needed on a global basis for planning meetings, fact gathering, presentations, etc. Leads the management of Work in Progress (WIP) reports and client billing. Participates in the development of new international tax planning opportunities, including the identification of opportunities, development of ideas, and presentation of those ideas to clients and targets. Works with colleagues globally and in other service lines such as Transfer Pricing, Value-Added Tax (VAT), and State Income/Franchise Tax to develop and deliver custom solutions for multinational clients. Value: Supervises tasks delegated to assigned staff and ensures effective integration in final consulting product. Oversees accuracy, adequacy, and quality of consulting product. Participates in the preparation of Statement of Work and Proposals. Independently conducts tax research. Assists in the management and administration of the U.S. International Income Tax practice as assigned. Performs other duties as assigned. Education and Experience: Bachelor's degree in Tax, Accounting, Finance or Economics required. Certified Public Accountant (CPA), Juris Doctor (JD), or Master of Taxation degree required. A minimum of five years' experience in tax, with a heavy emphasis on international tax consulting is necessary. Candidate must have excellent U.S. international tax technical skills and a deep familiarity with international tax laws and rules, especially those governing international trade and cross-border transactions of goods and services. A previous track record of excellent service delivery and working in a team environment is also necessary. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Certificates and Licenses: Valid driver's license required. Supervisory Responsibilities: Directly supervises employees in the International Income Tax practice and carries out supervisory responsibilities in accordance with the Firm's policies and applicable laws. Work Environment: Standard indoor working environment. Occasional long periods of sitting while working at computer. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: 30 to 50%, will vary by individual. Equal Opportunity Employer: disability/veteran

Posted 30+ days ago

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Armanino McKenna Certified Public Accountants & ConsultantsDowntown Los Angeles, CA

$73,500 - $99,500 / year

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As a Tax Resource Management Specialist, you will play a key role in driving efficient resource planning, optimizing utilization, and enabling successful client delivery across the Tax. You'll serve as a strategic partner to practice leadership, analyzing capacity, forecasting needs, and proactively recommending staffing solutions to balance workloads and maximize operational efficiency. Job Responsibilities Conduct the coordination and execution of staffing for Tax engagements, aligning staff skills, experience, and availability with client and engagement requirements Partner with leadership to forecast resource demand, identify capacity gaps, and recommend strategies for optimal staffing and utilization Maintain and enhance staffing and scheduling systems to ensure real-time accuracy and visibility into team availability and allocation Monitor utilization and project timelines, providing analysis and actionable insights to prevent bottlenecks and ensure timely project delivery Serve as a central point of contact for staffing updates, communicating proactively with leaders, engagement managers, and team members regarding scheduling changes and priorities Collaborate with HR, Talent Development, and leadership to support workforce planning, onboarding, and skill development initiatives Contribute to continuous improvement efforts by identifying trends, streamlining resource management processes, and leveraging data to drive operational decisions Balance multiple assignments and priorities with precision, demonstrating strong analytical thinking and a proactive, solution-oriented approach in a fast-paced environment Demonstrated ability to analyze data, identify trends, and provide recommendations that improve utilization and business performance Requirements Minimum of 2 years' experience in resource management, workforce planning, or project operations within public accounting, consulting, or professional services Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline Strong understanding of Tax engagement lifecycles, staffing models, and operational processes within a professional services environment Competence in Microsoft Office Suite Preferred Qualifications Experience with resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar) "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Northern California residents, the compensation range for this position: $73,500-$99,500. For Washington residents: the compensation range for this position: $70,300-$95,100. For Southern California residents, the compensation range for this position: $70,300-$95,100. For Colorado residents, the compensation range for this position: $63,900-$86,500. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Posted 1 week ago

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Costanzo Woomer Nistendirk, PLLCCharleston, WV
Join Our Growing CPA Firm - Now Hiring Tax Accountants! We're a dynamic, client-focused CPA firm seeking Tax Accountants to join our team. You'll work with businesses, individuals and nonprofits on tax preparation, planning, and compliance. Ideal candidates have 4+ years of experience, proficiency in tax software, and a passion for client service. Competitive salary, growth potential, flexible/hybrid/remote schedule, and a collaborative work culture. Apply now and take the next step in your accounting career with a firm that values both excellence and balance. Strictly confidential. CWN CPAS Costanzo Woomer Nistendirk PLLC Offices in Wheeling and Charleston WV

Posted 30+ days ago

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PwCBoston, MA

$124,000 - $335,000 / year

Industry/Sector Not Applicable Specialism Deals Tax Management Level Senior Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in mergers and acquisition tax at PwC will focus on providing tax advice and guidance during mergers, acquisitions, and other business transactions. Your work will involve analysing the tax implications of such transactions, developing tax structures, and assisting clients in navigating complex tax regulations to optimise tax outcomes. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Merger and Acquisition Tax team you lead the creation and implementation of impactful tax strategies for complex transactions. As a Senior Manager you guide large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. This role involves leveraging your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. Responsibilities Guide significant projects and refine processes Maintain elevated operational standards Engage with clients at senior levels to confirm project success Cultivate trust with diverse teams and stakeholders Encourage and guide teams to resolve complex issues Represent the firm in community organizations Develop and implement impactful tax strategies Leverage technical acumen to deliver quality results What You Must Have 5 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may be considered in lieu of a Bachelor's Degree in Accounting What Sets You Apart Juris Doctorate preferred Leading consulting engagements in partnerships and M&A Partnership taxation and qualitative analysis Applying U.S. federal income tax law Developing and sustaining client relationships Preparing and presenting complex documents Leading teams and encouraging innovation Utilizing digitization tools to enhance engagements Utilizing advance pricing strategy 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. The salary range for this position is: $124,000 - $335,000, 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

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PwCOrlando, FL

$150,000 - $438,000 / year

Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Director Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Markets Business Advisory team you provide guidance on global tax information reporting and withholding rules. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together. Responsibilities Providing guidance on global tax information reporting and withholding rules Leading efforts to develop new business opportunities Making critical decisions to influence client outcomes Managing and shaping client engagements Providing mentorship to emerging leaders Fostering a culture where technology and people excel together Overseeing various projects to confirm alignment with strategic goals Maintaining the firm's standards of quality and integrity What You Must Have Bachelor's Degree 8 years of experience CPA, Enrolled Agent or Active Member of the Bar What Sets You Apart Management Information Systems & Accounting, Accounting, Accounting & Finance, Taxation preferred Providing guidance to clients regarding compliance with global tax information reporting Researching complex tax issues and reaching valid conclusions Reviewing US IRS tax forms and related tax documentary evidence Leading staff in preparing and filing information returns Developing innovative technology solutions to increase efficiency Training and managing local staff Executing client engagements to meet statutory, regulatory, and project-based deadlines Proficiency in Microsoft Excel, Word, and PowerPoint 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 1 week ago

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Tax Manager - Estate, Gift & Trust

Brady MartzGrand Forks, ND

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Job Description

Open to onsite, hybrid, or remote working arrangement.

Manager – Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and generation-skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training.

This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams.

Essential Position Responsibilities:

·         Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations.

·         Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations.

·         Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning.

·         Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns.

·         Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters.

·         Mentor and train staff in estate and trust compliance and technical research.

·         Monitor changes in estate and trust tax law and advise firm leadership on implications.

·         Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.

Requirements

·         Bachelor’s Degree in in accounting or related field required 

·         5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting 

·         Licensed CPA preferred 

·         Strong technology skills 

·         Ability to work on multiple projects and meet deadlines 

·         Ability to communicate clearly in writing and verbally 

·         Team player 

·         Ability to think innovatively 

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

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