Partner Tax Preparation Advisor Senior Manager
@ PwC US Tax LLPPartner Tax Preparation Advisor Senior Manager
About the job
PwC offers professional services in finance and tax, focusing on high-net-worth individuals and private businesses. The Senior Manager role involves leadership in tax preparation, compliance, advising clients, coaching teams, and process improvements within our Tax Services practice.
Requirements
- Bachelor's in Accounting or Finance
- CPA, Bar, or related credential
- 6+ years experience in tax
- Partnership tax prep experience
- Strong communication skills
Qualifications
- Ability to lead teams
- Experience with complex compliance
- Systematic tax planning skills
- Client relationship management
- Adherence to tax standards
Full job description
Industry/Sector
Not ApplicableSpecialism
IFS - FinanceManagement Level
Senior ManagerJob Description & Summary
The Opportunity
As a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work for high-net-worth individuals and privately owned businesses, using your tax planning skills to help clients navigate complex regulations and support well-informed decisions within our Tax Services practice. As a Senior Manager you will lead large work efforts, provide strategic direction, coach teams through complex issues, and use sound judgment to balance priorities, communicate clear guidance, and support results across multiple stakeholders. In this role at PwC, you will bring together technical tax knowledge, client service focus, and practical problem-solving to manage workstreams, review deliverables, and contribute to process improvements that support private tax engagements.
Responsibilities
- Advising clients and internal teams on partnership tax preparation, planning, and compliance for high-net-worth individuals and privately owned businesses
- Reviewing partnership tax returns, supporting schedules, and related tax documentation for accuracy and consistency
- Translating complex tax legislation, tax accounting, and tax research into practical filing and planning actions
- Guiding preparation of tax calculations, capital gains tax items, income tax provisions, and trust or estate documentation
- Analyzing financial statements, account reconciliations, and tax risk matters to identify filing issues and planning opportunities
- Leading workstreams that coordinate tax compliance support, drafting, and issue resolution across multiple cases
- Coaching team members on tax preparation, communication of findings, and use of digital tools and AI-enabled workflows
- Validating client input, discussing alternative approaches, and adjusting deliverables based on feedback and changing requirements
- Strengthening relationships with internal stakeholders by communicating status, clarifying priorities, and resolving blockers
- Modeling firm tax standards, code of conduct, and independence requirements while guiding work through complexity
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- At least 6 years of experience
What Sets You Apart
- Demonstrating partnership tax preparation and review experience
- Navigating private tax client issues and complex compliance matters
- Applying systems thinking to identify tax planning opportunities
- Crafting clear messages for clients and stakeholder groups
- Coaching teams through ambiguity and changing priorities
- Modeling tax standards, code of conduct, and independence requirements
Travel Requirements
Up to 20%Job Posting End Date
The salary range for this position is: $91,000 - $321,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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-glanceAs 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. 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.Learn more about how we work: https://pwc.to/how-we-workFor 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.Similar jobs in New York, NY
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