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Asset & Wealth Management - Tax Senior Manager

AT PwC
PwC

Asset & Wealth Management - Tax Senior Manager

Milwaukee, WI

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.

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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.

Additional Responsibilities:
PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

Custom Orgs:

Global LoS:
Tax

Other - Justification:
recruiting need

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:
Bachelor Degree

Required Fields of Study:
Accounting

Minimum Years of Experience:
5 year(s)

Certification(s) Required:
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred Qualifications:

Preferred Knowledge/Skills:
Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.
Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

  • Building, maintaining, and utilizing networks of client relationships and community involvement;
  • Communicating value propositions;
  • Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;
  • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;
  • Seeking diverse views to encourage improvement and innovation; and,
  • Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
  • Building, maintaining, and utilizing networks of client relationships and community involvement;
  • Communicating value propositions;
  • Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;
  • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;
  • Seeking diverse views to encourage improvement and innovation; and,
  • Coaching staff including providing timely meaningful written and verbal feedback.
  • Innovating through new and existing technologies, along with experimenting with digitization solutions;
  • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
  • Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $119,300 - $328,000, 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 and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Client-provided location(s): Milwaukee, WI, USA; Atlanta, GA, USA; Kansas City, MO, USA; Columbus, OH, USA; Houston, TX, USA; Oklahoma City, OK, USA; Boston, MA, USA; San Antonio, TX, USA; Fort Worth, TX, USA; Little Rock, AR, USA; Detroit, MI, USA; Seattle, WA, USA; Indianapolis, IN, USA; San Diego, CA, USA; San Francisco, CA, USA; Philadelphia, PA, USA; Phoenix, AZ, USA; Silicon Valley, CA, USA; New York, NY, USA; Portland, OR, USA; Cleveland, OH, USA; Charlotte, NC, USA; Raleigh, NC, USA; Sacramento, CA, USA; Minneapolis, MN, USA; Washington, DC, USA; Tampa, FL, USA; Las Vegas, NV, USA; Los Angeles, CA, USA; Grand Rapids, MI, USA; Nashville, TN, USA; Miami, FL, USA; Dallas, TX, USA; Denver, CO, USA; Chicago, IL, USA; Des Moines, IA, USA; Salt Lake City, UT, USA; Cincinnati, OH, USA; Fayetteville, AR, USA; Toledo, OH, USA; Hartford, CT, USA; Tulsa, OK, USA; Columbia, SC, USA; Montpelier, VT 05602, USA; Irvine, CA, USA; Rosemont, IL 60018, USA; Florham Park, NJ, USA; San Juan, Puerto Rico; Stamford, CT, USA; Melville, NY, USA
Job ID: PricewaterhouseCoopers-571120WD
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Fitness Subsidies
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Sabbatical
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
  • Professional Development

    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program