130 Citigroup jobs in New York

Job Description

Job Description

Tax Director- Financial Services

A well established and growing firm is adding a Director to their Financial Services group- not due to people leaving but from promotions from within the firm. This firm is excited to bring in new talent to add to their team.

RESPONSIBILITIES:

• Build strong relationships with clients
• Provide high-level tax planning, structuring, and compliance
• Identify and provide solutions for tax risks
• Stay updated on changes in tax legislation and communicate as needed with clients
• Oversee the preparation and review of tax returns.
• Foster a culture of growth mindset and excellent client service
• Provide leadership and training to staff on technical tax issues and professional development.

Qualifications:

• Bachelor’s degree in Accounting, or related field.
• CPA required.
• 10+ years of experience in tax
• Proven track record of developing and leading high-performing teams.
• A focus in the Financial Services niche
• Solid experience working with Private Equity and Hedge Funds.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description

Job Description

Title: Tax Director, Financial Services

Department: Tax, Financial Services

Supervises: Senior Managers

Role Type: Full-time

Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

The Tax Director in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Director will also be responsible for mentoring and developing a team of tax professionals.

RESPONSIBILITIES:

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.
• Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training to staff on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm's market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

Qualifications:

Education:

• Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
• CPA preferred.

Experience:

• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Great analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficient in using tax software and Microsoft Office applications.

Compensation:

• Competitive annual salary in the range of $220,000 to $500,000+ based on individual's experience level.

Anchin provides comprehensive benefits, which you can view here .

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Technologically Proficient: Ability to apply technology solutions to work.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at

Job Description

Job Description

Tax Director- Financial Services

Responsibilities:

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.
• Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training to staff on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm’s market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

Qualifications:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA required. 
• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Great analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficient in using tax software and Microsoft Office applications.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description

Job Description

Tax Senior Manager- Financial Services

RESPONSIBILITIES:

• Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector.
• Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations.
• Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making
• Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.
• Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• A Master’s degree or CPA certification is highly preferred.
• 8 + years of experience in tax within the financial services industry.
• Profound knowledge of tax regulations, financial services, and relevant tax software.

As a Tax Senior Manager, you will play a vital role in overseeing the financial services department, managing complex tax matters, and providing expert guidance to clients in the financial services industry. This position requires extensive knowledge of taxation, a deep understanding of the financial services industry, and strong leadership abilities.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description

Job Description

Title: Tax Senior Manager - Financial Services

Department: Tax - Financial Services

Supervises: Tax Managers and Tax Supervisors

Role Type: Full-time

Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

As a Tax Senior Manager, you will play a vital role in overseeing the financial services department at Anchin, managing complex tax matters, and providing expert guidance to clients in the financial services industry. This position requires extensive knowledge of taxation, a deep understanding of the financial services industry, and strong leadership abilities.

RESPONSIBILITIES:

• Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector.
• Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations.
• Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making.
• Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team.
• Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements.
• Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.
• Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services.
• Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm.
• Consult with a wide network of external contacts to expand knowledge, relationships and support.
• Actively participate in industry professional associations.

Qualifications:

Education:

• Bachelor's degree in Accounting, Finance, or related field.
• A Master's degree or CPA certification is highly preferred.

Experience:

• 8 + years of experience in tax within the financial services industry.
• Profound knowledge of tax regulations, financial services, and relevant tax software.
• Proven leadership and management skills with a track record of effectively supervising and developing a team.
• Exceptional communication and interpersonal skills to build and maintain strong client relationships.
• Strong analytical, research, and problem-solving capabilities.
• Keen attention to detail and a commitment to delivering high-quality work.
• Proficiency in tax software and Microsoft Office Suite.

Compensation:

• Competitive annual salary in the range of $160,000 to $220,000 based on the individual's experience level.

Anchin provides comprehensive benefits, which you can view here .

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Technologically Proficient: Ability to apply technology solutions to work.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Fuel Your Passion and Spark Your Potential at Ember Group Consulting

Join a vibrant community of passionate individuals who share your drive to make a real
impact. At Ember Group Consulting, we believe in fostering collective growth, not just igniting
transformations. Our collaborative environment is a breeding ground for innovation. Here, you'll
learn from a wealth of perspectives among industry experts, develop new skills, and push your
boundaries alongside inspiring colleagues. Become a catalyst for positive change and be part of
something bigger than yourself. We spark the opportunity; you ignite your career at Ember
Group Consulting.

Why Ember Group Consulting? Because we ignite more than just transformations for our
clients, we ignite careers for our people. At Ember Group Consulting, we're a people-centric consulting firm that values the spark within each individual. We believe in fostering a collaborative environment where you can:

Learn alongside industry experts: Gain invaluable knowledge by working side-by-side
with our team of highly skilled consultants.
Develop new skills: We offer continuous learning opportunities to help you stay ahead
of the curve and reach your full potential.
Push your boundaries: Embrace challenges and contribute to impactful projects that
drive positive change for our clients.

Manager /Senior Manager- Full- Stack Engineer

We are seeking an experienced Full Stack Engineering Consultant in Charlotte or NYC.

Responsibilities:

Collaborate with clients to understand business requirements and translate them into
technical specifications across the full stack
Implement front-end components and applications that consume APIs effectively
Ensure API security, performance, and scalability through best practices
Create comprehensive API documentation for both internal teams and external
stakeholders
Build automation tools for testing, deployment, and monitoring of API infrastructure
Provide technical guidance and mentorship to client development teams
Troubleshoot and resolve API integration issues across various platforms
Optimize existing APIs for maximum efficiency and throughput
Stay current with emerging API standards and technologies
Develop and maintain data visualizations and reports to inform business decisions, leveraging expertise in analytics tools and statistical modeling. Analyze complex data sets to identify trends, optimize processes, and drive strategic business outcomes.

Qualifications:

Bachelor's degree in Computer Science, Software Engineering, or related field
5+ years of experience in full stack development with significant focus on API
development
Strong proficiency in front-end technologies (JavaScript, TypeScript, React, Angular, or
Vue)
Proven expertise in back-end development (Node.js, Python, Java, or .NET)
Experience with API design patterns, RESTful services, and GraphQL
Knowledge of database technologies (SQL and NoSQL) and data modeling
Familiarity with API testing frameworks and performance optimization techniques
Understanding of OAuth, JWT, and other authentication/authorization protocols
Experience with containerization (Docker) and orchestration (Kubernetes)
Strong communication skills to effectively translate technical concepts to non-technical
stakeholders
Problem-solving mindset with attention to detail

**Position Summary.**
As Senior Counsel, Financial Services, you will provide expert legal leadership across Walmart's broad financial services portfolio-encompassing credit cards, personal lending, BNPL, prepaid programs, digital wallets, subscription and loyalty products, and fintech partnerships. You'll serve as the primary in-house legal advisor for our innovative financial services products in the U.S., while also supporting external fintech partners and collaborating with international teams on emerging opportunities. Your work will help shape legal strategies that enable both domestic financial services growth and seamless integration of fintech initiatives globally. Serve as the primary financial services contact for our Government Affairs team tracking new legislation, proposed rules, regulatory guidance, and add valuable insights working with our industry groups to prepare comment letters on proposed rules and regulations. You will also serve as the lead lawyer on financial services AI initiatives related to payments, digital wallets, agentic AI, and the privacy issues associated with growing AI interfaces within Walmart payments.
**What you'll do.**
**Key Responsibilities**
**Money Services & Fintech Project Support**
+ Advise on fintech and digital wallet launches, fintech integration, and other strategic payment platform initiatives.
+ Support partnerships with money transmitters and banks-in product rollout, state/federal licensing, remittance tax compliance, and regulatory change management.
+ Collaborate cross-functionally (Compliance, Investigations, Operations, Product, Tech) on fraud mitigation, marketing disclosures, and data privacy integrations.
**Emerging Tech & AI in Financial Services**
+ Advise on cutting-edge AI initiatives, including regulatory and privacy considerations for Walmart's internal AI platforms, which supports thousands of AI applications company-wide.
+ Offer legal guidance for AI-driven financial tools-such as "super agents" (e.g., customer assistants like "Sparky")-that personalize user experiences and enhance payments, loyalty, and fintech engagement.
+ Counsel on the implementation of AI-powered fraud detection, risk management, and anomaly detection systems within financial services and fintech operations, ensuring compliance with data privacy and consumer protection laws.
+ Support legal structuring for AI-integrated fintech partners and platforms working with Walmart's financial services, including identity verification, transaction monitoring, and tailored credit offerings.
+ Collaborate with technology, compliance, data privacy, and product teams to align AI innovations with regulatory requirements, including privacy, transparency, bias mitigation, and governance policies.
**Regulatory, Compliance & E‑Signature Guidance**
+ Provide counsel on domestic and inbound regulatory inquiries (CFPB, FTC, State AGs, state banks).
+ Ensure compliance with core consumer financial regulations-Reg E, Reg Z, ECOA, FCRA, FDCPA, UDAAP, AML/fraud, remittance laws, TCPA, EFTA, GLBA, and licensing regimes.
+ Advise on implementation of compliant electronic signature processes (E‑Sign Act, UETA, UCC) across lending, card issuance, digital onboarding, and disclosures.
+ Partner with data privacy and security teams to apply global privacy standards (GLBA, GDPR, CCPA/CPRA, Safeguards Rule) across financial services.
**Supplier & Commercial Contracts**
+ Analyze and manage supplier and partner agreements, addressing exclusivity, territorial/channel restrictions, affiliate data sharing, agent‑principal dynamics, and corporate governance for spending authority.
+ Draft and negotiate supplier contract amendments, statements of work, and new agreements to support initiatives such as digital wallets, co‑branded payment products, and recurring revenue programs.
**Counsel to Business & Deal Desk Support**
+ Provide live, practical legal advice during internal meetings and supplier negotiations for Money Services, Business Products, and fintech collaborations.
+ Lead contract drafting for new commercial agreements and platform integrations tied to global fintech products and e-commerce offerings.
**Regulatory, Compliance & E‑Signature Guidance**
+ Provide counsel on domestic and inbound regulatory inquiries (CFPB, FTC, State AGs, state banks).
+ Ensure compliance with core consumer financial regulations-Reg E, Reg Z, ECOA, FCRA, FDCPA, UDAAP, AML/fraud, remittance laws, TCPA, EFTA, GLBA, and licensing regimes.
+ Advise on implementation of compliant electronic signature processes (E‑Sign Act, UETA, UCC) across lending, card issuance, digital onboarding, and disclosures.
+ Partner with data privacy and security teams to apply global privacy standards (GLBA, GDPR, CCPA/CPRA, Safeguards Rule) across financial services.
Supplier & Commercial Contracts
+ Analyze and manage supplier and partner agreements, addressing exclusivity, territorial/channel restrictions, affiliate data sharing, agent‑principal dynamics, and corporate governance for spending authority.
+ Draft and negotiate supplier contract amendments, statements of work, and new agreements to support initiatives such as digital wallets, co‑branded payment products, and recurring revenue programs.
Counsel to Business & Deal Desk Support
+ Provide live, practical legal advice during internal meetings and supplier negotiations for Money Services, Business Products, and fintech collaborations.
+ Lead contract drafting for new commercial agreements and platform integrations tied to global fintech products and e-commerce offerings.
What you'll bring:
Experience & Qualifications
+ 8+ years of experience in legal roles supporting consumer financial services or fintech operations-either in-house or with a law firm.
+ Credit card experience desirable, including advising on card program structure, billing and dispute resolution, APR disclosures, fees, underwriting and co‑brand card models.
+ Deep expertise in Reg Z and Reg E in retail financial services contexts.
+ Strong background in banking regulation, including licensing, money transmitter laws, state and federal oversight.
+ Experience supporting digital wallet, payments, and fintech product development-guiding legal and regulatory aspects.
+ Experience at a financial regulator (e.g., CFPB, FTC, or state banking authority) or working with regulators provides a meaningful advantage.
+ Proven ability to translate legal risk into practical, business-focused advice.
+ Excellent written and verbal communication skills, with the ability to collaborate across diverse teams and convey legal guidance to non-law audiences.
+ Practical judgment and a commercial mindset sharpened in fast-paced environments.
At Walmart, we offer competitive pay as well as performance-based bonus awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include PTO (including sick leave), parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more.
‎
‎br> r>You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable.
r>For information about PTO, see .
r> r>Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart.
r>Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms.
r>For information about benefits and eligibility, see One.Walmart ( .
r>Hoboken, New Jersey US-10649:The annual salary range for this position is $156,000.00-$12,000.00
r>Bentonville, Arkansas US-30010:The annual salary range for this position is 130,000.00- 260,000.00
r> r> r> r> r> r> r> r> r> r>Additional compensation includes annual or quarterly performance bonuses.
r>Additional compensation for certain positions may also include:
r> r>- Stock
r> r>**Minimum Qualifications.**
_Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications._
Law degree from an accredited law school and 5 years' experience in law.
License to practice law in at least one state.
**Preferred Qualifications.**
_Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications._
Leading cross-functional teams
**Primary Location.**
121 River St, Hoboken, NJ , United States of America
Walmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. This policy applies to all employees and aims to create a safe and productive work environment.
Walmart, Inc. is an Equal Opportunity Employer- By Choice. We believe we are best equipped to help our associates, customers, and the communities we serve live better when we really know them. That means understanding, respecting, and valuing diversity- unique styles, experiences, identities, abilities, ideas and opinions- while being inclusive of all people.

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel 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 Degree
**Required Fields of Study** :
Accounting
**Minimum 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 opportunity
**Preferred 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: 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: 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: 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:

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel 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 Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
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 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 extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ 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. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ 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.
+ 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.
Learn more about how we work: 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: 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: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: