TAX DIRECTOR - PERSONAL FINANCIAL SERVICES
Company: PwC
Location: Baltimore
Posted on: October 23, 2024
Job Description:
Specialty/Competency: Entrepreneurial & Private Business (EPB) -
GeneralIndustry/Sector: Not ApplicableTime Type: Full timeTravel
Requirements: Up to 20%A career in our Personal Financial Service
practice, within PwC Private, will provide the opportunity to help
private companies with a range of business advisory needs such as
audit, tax compliance, and planning to help improve their
operational efficiency and to free up time that can be spent
focusing on business strategy. You'll have the opportunity to
experience the entire business life cycle of a private company from
inception to growth, maturity and transition. Our team helps our
clients develop, design and implement plans to achieve their
personal wealth goals and ensure maintenance for future
generations. You'll focus on analysing the tax efficiencies of
income tax, investment, insurance and risk, and other lifestyle
investments planning to establish a foundation for financial
longevity.Our PwC Private teams help entrepreneurs, private
business owners and family enterprises manage their ownership and
growth at every stage, in a way that fits the needs of their
business in today's changing global landscape.To really stand out
and make us fit for the future in a constantly changing world, each
and every one of us at PwC needs to be a purpose-led and
values-driven leader at every level. To help us achieve this we
have the PwC Professional; our global leadership development
framework. It gives us a single set of expectations across our
lines, geographies and career paths, and provides transparency on
the skills we need as individuals to be successful and progress in
our careers, now and in the future.As a Director, you'll work as
part of a team of problem solvers, helping to solve complex
business issues from strategy to execution. PwC Professional skills
and responsibilities for this management level include but are not
limited to:
- Support team to disrupt, improve and evolve ways of working
when necessary.
- Arrange and sponsor appropriate assignments and experiences to
help people realise their potential and support their long-term
aspirations.
- Identify gaps in the market and spot opportunities to create
value propositions.
- Look for opportunities to scale efficiencies and new ways of
working across multiple projects and environments.
- Create an environment where people and technology thrive
together to accomplish more than they could apart.
- I promote and encourage others to value difference when working
in diverse teams.
- Drive and take ownership for developing connections that help
deliver what is best for our people and stakeholders.
- Influence and facilitate the creation of long-term
relationships which add value to the firm.
- Uphold the firm's code of ethics and business conduct.Working
with our Private Company Services Personal Financial Services
practice will provide the opportunity to help High Net Worth
Individuals & private wealth management structures with a range of
advisory needs such as audit, tax compliance, & planning to improve
their operational efficiency & free up time to be spent focusing on
personal wealth strategy. Our team helps our clients develop,
design & implement plans to achieve their personal wealth goals &
maintenance for future generations.Job Requirements and Preferences
:Basic Qualifications :Minimum Degree Required :Bachelor
DegreeRequired Fields of Study :AccountingMinimum Years of
Experience :8 year(s)Certification(s) Required :CPA, Member of the
Bar or other tax, technology, or finance-specific credentials may
qualify for this opportunityPreferred Qualifications :Preferred
Knowledge/Skills :Demonstrates thought leader-level abilities
and/or a proven record of success as a team leader and consulting
with high net worth individuals on some of the following areas:
- Financial planning;
- Wealth transfer planning; and,
- Business succession planning or trust and estate work.
Demonstrates thought leader-level abilities and/or a proven record
of success as a team leader:
- Financial planning;
- Wealth transfer planning; and,
- Business succession planning or trust and estate work.
- Possessing comprehensive technical skills with Form 1040 for
High Net Worth individuals and Form K1 production and
compliance;
- Possessing considerable experience identifying and addressing
client needs; developing and sustaining deep client
relationships;
- Leading as a business advisor, including developing new
relationships, making introductions to sell new services and doing
so with a One Firm service mindset; and,
- Leading teams to generate a vision, establish direction and
motivate members - create an atmosphere of trust, leverage diverse
views, coach staff and encourage improvement and innovation.
Demonstrates thought leader-level abilities and/or a proven record
of success of automation & digitization and leads by example in a
professional services environment including, but not limited to,
the following areas:
- Financial planning;
- Wealth transfer planning; and,
- Business succession planning or trust and estate work.
- Possessing comprehensive technical skills with Form 1040 for
High Net Worth individuals and Form K1 production and
compliance;
- Possessing considerable experience identifying and addressing
client needs; developing and sustaining deep client
relationships;
- Leading as a business advisor, including developing new
relationships, making introductions to sell new services and doing
so with a One Firm service mindset; and,
- Leading teams to generate a vision, establish direction and
motivate members - create an atmosphere of trust, leverage diverse
views, coach staff and encourage improvement and innovation.
- 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; and,
- Advancing pricing strategy through the use of pricing tools and
influence a shift to alternative fee arrangements.Learn more about
how we work: https://pwc.to/how-we-workPwC 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-deadlinesThe salary range for this
position is: $140,900 - $434,000, plus individuals may be eligible
for an annual discretionary bonus. Actual compensation within the
range will be dependent upon the individual's skills, experience,
qualifications and location, and applicable employment laws. PwC
offers a wide range of benefits, including medical, dental, vision,
401k, holiday pay, vacation and more. To view our benefits at a
glance, please visit the following link:
https://pwc.to/benefits-at-a-glance
Keywords: PwC, Bel Air North , TAX DIRECTOR - PERSONAL FINANCIAL SERVICES, Executive , Baltimore, Maryland
Didn't find what you're looking for? Search again!
Loading more jobs...