1,874 Tax Officer jobs in the United States
Tax Compliance Officer (B)
Posted 4 days ago
Job Viewed
Job Description
Location : CITY OF LOS ANGELES, CA
Job Type: FULL-TIME
Job Number: 1179 OP 2023/07/21 C
Department: Finance
Opening Date: 07/26/2024
Closing Date: Continuous
DUTIES
ANNUAL SALARY
69,300 to 101,309; 83,165 to 121,542; and 95,609 to 139,749
NOTES :
- Annual salary is at the start of the pay range. The current salary range is subject to change. Please confirm the starting salary with the hiring department before accepting a job offer.
- Candidates from the eligible list are normally appointed to vacancies in the lower pay grade positions.
REQUIREMENT(S)/MINIMUM QUALIFICATION(S)
- Two years of full-time paid experience as a Tax Compliance Aide with the City of Los Angeles; or
- Four years of full-time paid experience as a Customer Service Specialist with the City of Los Angeles; or
- A Bachelor's degree or higher from an accredited four-year college or university.
- Applicants who lack six months or less of the above required experience may file for this examination. However, they cannot be appointed until the full experience requirement is met.
- Some positions may require a valid California driver's license. Candidates may not be eligible for appointment to these positions if their record within the last 36 months reflects three or more moving violations and/or at-fault accidents, or a conviction of a major moving violation (such as DUI).
- Please note that qualifying education must be from a college or university accredited by a City of Los Angeles recognized agency. A list of approved accrediting agencies can be found at
- Candidates completing the examination process may be contacted by the Personnel Department to provide required proof of qualifying degree. Applicants who wish to expedite this process may attach a copy of their qualifying degree to their on-line application at the time of filing in the Attachments section.
- Upon appointment, a Tax Compliance Officer may be required to furnish his or her own automobile, properly insured for use in City service. Mileage will be paid according to established rates.
Applications will only be accepted on-line. When you are viewing the on-line job bulletin of your choice, simply scroll to the top of the page and select the "Apply" icon. On-line job bulletins are also available at .
NOTE:
Applicants are urged to apply early to ensure you have time to resolve any technical issues you may encounter.
Applications will only be accepted on-line on the following dates listed below:
From FRIDAY, JULY 21, 2023 to THURSDAY, AUGUST 3, 2023
From FRIDAY, JULY 26, 2024 to THURSDAY, AUGUST 8, 2024
The examination may close without prior notice at any time after a sufficient number of applications have been received. Filing periods may change without prior notice or additional dates may be added, as needed, at a later date. For administrative purposes, filing will close periodically and reopen on the dates noted in the "Application Deadline" section of this bulletin.
In accordance with Civil Service Rule 4.2, all applicants who apply may not be tested in this examination. To meet anticipated hiring needs, only a limited number of qualified applicants will be invited to participate in the selection process in the following order: 1) Los Angeles City Promotional applicants who meet the minimum requirements. You must have received a regular appointment to a City position or be on a reserve list to apply for this examination as a promotional candidate; 2) Applicants currently employed by the City of Los Angeles on a part-time or exempt basis who meet the minimum requirements; 3) Remaining applicants who meet the minimum requirements in sufficient numbers to meet hiring needs based on a random sampling of those qualified candidates. Applicants not selected to be tested may re-apply in a subsequent filing period in order to be considered for that period's selection process.
SELECTION PROCESS
Examination Weight:
Multiple-Choice Test - 100%
The examination will consist entirely of a weighted multiple-choice test administered and proctored on-line. In the on-line multiple-choice test, the following competencies may be evaluated: Reading Comprehension; Mathematics; Judgment and Decision Making; Attention to Detail; Interpersonal Skills; Customer Service; Job Knowledge, including knowledge of: bookkeeping terminology, such as assets, liabilities, stockholders, revenues and expenses; the structures and methods of operations of various types of businesses in order recognize potential permit or tax violations; factors necessary to read street maps; and computer programs, including Microsoft Office Suite and Google Suite programs; and other necessary knowledge, skills, and abilities.
Additional job analysis information can be obtained by going to and clicking on Competencies under Tax Compliance Officer.
The multiple-choice test will be proctored and administered on-line during a single session. Candidates invited to participate in the on-line multiple-choice test will be able to take the test from a remote location (i.e., their home) using a computer with a webcam and a reliable internet connection. Candidates will receive an e-mail from the City of Los Angeles outlining the dates and specific steps on how to take the multiple-choice test on-line. Candidates who do not complete and submit the remote proctored multiple-choice test on-line using a computer by the specified date and time will not be considered further in this examination.
For candidates who apply between FRIDAY, JULY 21, 2023 and THURSDAY, AUGUST 3, 2023 , it is anticipated that the on-line multiple-choice test will be administered between WEDNESDAY OCTOBER 4, 2023 and TUESDAY, OCTOBER 10, 2023
For candidates who apply between FRIDAY, JULY 26, 2024 and THURSDAY, AUGUST 8, 2024 , it is anticipated that the on-line multiple-choice test will be administered between WEDNESDAY OCTOBER 9, 2024 and TUESDAY, OCTOBER 15, 2024
FAQs for on-line testing are available at . Only candidates who demonstrate a hardship may be offered the option to take the multiple-choice test onsite at a City facility.
NOTES :
- This examination is based on a validation study, and as provided by the Civil Service Commission Rule 4.20, the multiple-choice test will not be subject to candidate inspection.
- As a covered entity under the Fair Employment and Housing Act and Title II of the Americans with Disabilities Act, the City of Los Angeles does not discriminate on the basis of disability and upon request, will provide reasonable accommodations to ensure equal access to its programs, services, and activities. To request a disability accommodation, please complete the Disability Accommodation Form within 14 calendar days of the submittal of the City application. The Disability Accommodation Form can be obtained at
- Applications are accepted subject to review to ensure that minimum qualifications are met. Candidates may be disqualified at any time if it is determined that they do not possess the minimum qualifications stated on this bulletin.
- In conjunction with Civil Service Rules, applicants who have received a regular appointment to a City position or are on a reserve list will be considered Promotional candidates while all other applicants will be considered Open candidates.
- Seniority credit at the rate of 0.25 of a point for each year of continuous City service will be added to the weighted test score of each promotional candidate.
- The promotional list will ordinarily be used ahead of the open competitive list. However, if open competitive candidates receive a higher score, without military credits, than the highest available promotional candidate, after adding 0.25 of a point seniority credit for each year of service, the Civil Service Commission, upon request of the appointing authority, may approve certification of such competitive candidates ahead of the promotional candidates.
- A final average score of 70% or higher is required to be placed on the eligible list
- Your name may be removed from the open competitive list after 6 months.
- Your rank on the employment list may change as candidates from other administrations of the examination are merged onto one list.
- You may take the Tax Compliance Officer multiple-choice test only once every 24 months under this bulletin. If you have taken the Tax Compliance Officer multiple-choice test during an open filing period in the Personnel Department within the last 24 months under this bulletin, you may not file for this examination at this time.
- In accordance with Civil Service Rule, Sec. 4.24, review periods may be combined. Candidates in the examination process may file protests as provided in Sec. 4.20, 4.22 and 4.23 as applicable and within the required time frame; however, the Personnel Department may respond to and resolve protests prior to the establishment of the eligible list
If you receive and accept an offer of employment to a regular position with the City of Los Angeles, your employee benefit coverage (including health and dental coverage as well as life insurance) will commence approximately six weeks after your original regular appointment. Not all positions in the City receive benefit coverage; you should inquire regarding the availability of employee benefits prior to accepting a position. All City employees are required to be Disaster Service Workers.
THIS EXAMINATION IS TO BE GIVEN BOTH ON AN
INTERDEPARTMENTAL PROMOTIONAL AND OPEN COMPETITIVE BASIS
The City of Los Angeles does not discriminate on the basis of race, religion, national origin, sex, age, marital status, sexual orientation, gender identity, gender expression, disability, creed, color, ancestry, medical condition (cancer), or Acquired Immune Deficiency Syndrome
AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
For additional information and FAQs regarding the City's hiring process, please go to:
There are many things to consider in a new employer. Visit the following webpage to view benefits the City of Los Angeles offers its employees:
01
To be PROPERLY AND PROMPTLY notified of the status of my application, I UNDERSTAND that I MUST provide on my City application, the following information:
-Working E-mail address
-Telephone Number
-Official social security number
I UNDERSTAND that I MUST provide a working email address on my application where I will receive notifications regarding the status of my application and the selection process.
I UNDERSTAND that important information regarding the status of my application and the selection process will only be sent via E-MAIL to the email address I provided.
I UNDERSTAND that it is MY RESPONSIBILITY to ensure that the email address I provided is a working email and that I will check my email regularly to ensure I receive any communication as it relates to the examination promptly.
I UNDERSTAND that the City of Los Angeles Personnel Department is NOT RESPONSIBLE for any lost or redirected emails and that it is MY RESPONSIBILITY to add to my email contact list to avoid email notifications related to this examination from being classified as "spam" or "junk" mail.
- I have read these statements to their fullest and will provide a working e-mail address on my application in order to receive status of my application regarding this examination.
I UNDERSTAND that I am required to describe, IN DETAIL, my appropriate qualifying experience in the Work Experience Section of my application.
I UNDERSTAND that, if qualifying with my City experience, that I MUST indicate my appropriate job classification in my work history and NOT ANY WORKING TITLE that I believe is designated to me.
I UNDERSTAND that if I attach a resume and/or cover letter IN LIEU of completing the Work Experience Section, my application is INCOMPLETE and WILL NOT be considered for this examination, and my application WILL NOT be further processed.
In addition to including my qualifying experience, I UNDERSTAND that I should list ALL jobs, regardless of duration, including part-time jobs, military service and any periods of unemployment during my entire work history.
- I have read these statements to their entirety and understand them completely and to their fullest.
I am currently:
- A City of Los Angeles employee having received a regular appointment.
- An exempt City of Los Angeles employee, but have civil service status.
- An exempt City of Los Angeles employee without receiving civil service status.
- A City of Los Angeles employee in a temporary training position.
- A City of Los Angeles employee on a part-time basis.
- On a regular reserve list for the City of Los Angeles.
- Not employed with the City of Los Angeles.
04
Requirement #1:
I have the following amount of full-time paid experience as a Tax Compliance Aide with the City of Los Angeles:
Please note that qualifying experience for this requirement must be from the City of Los Angeles ONLY .
- Between 1 and 8 months
- Between 9 and 17 months
- Between 18 and 23 months
- 24 months or more
- THIS STATEMENT DOES NOT APPLY TO ME
05
Requirement #2:
I have the following amount of years of full-time paid experience as a Customer Service Specialist with the Cityof Los Angeles
Please note that qualifying experience for this requirement must be from the City of Los Angeles ONLY.
- Between 1 and 29 months
- Between 30 and 41 months
- Between 42 and 47 and months
- 48 months or more
- THIS STATEMENT DOES NOT APPLY TO ME
06
Requirement #3:
I possess a Bachelor's degree or higher from an accredited four-year college or university.
Note: Candidates completing the examination process will be contacted by the Personnel Department to provide required proof of qualifying degree.
Applicants who wish to expedite this process may attach a copy of their qualifying degree to their on-line application at the time of filing in the Attachments section.Qualifying education must be from a college or university accredited by a City of Los Angeles recognized agency. A list of approved accrediting agencies can be found at:
- Yes, I possess a Bachelor's degree or higher from an accredited four-year college or university.
- THIS STATEMENT DOES NOT APPLY TO ME.
07
IMPORTANT NOTE: I have read the above questions carefully and answered each one accurately. I understand that if I do not provide correct information that my application will be disqualified and will not be considered further for this examination.
I understand that if I submit more than one application, my newest application will be considered and all others will be considered duplicates and will not be reviewed.
You should include in the work experience section of your application any jobs you wish to be considered as you will be unable to add or change your information after submission .
- Yes, I have read the above statements carefully and understand them to their fullest.
08
I have taken the Tax Compliance Officer exam in the last 24 months.Per note#10 of the job bulletin you may take the Tax Compliance Officer multiple-choice test ONLY once every 24 months under this bulletin. If you have taken the Tax Compliance Officer multiple-choice test during an open filing period in the Personnel Department within the last 24 months under this bulletin, you may not file for this examination at this time.
- No
- Yes
Required Question
Tax Compliance Officer I
Posted 12 days ago
Job Viewed
Job Description
Our Collections Team is seeking individuals who are passionate about helping others find solutions to their problems. If you enjoy problem solving and are a clear and careful communicator, then you might be a good fit for this Tax Compliance Officer Position. In addition to helping taxpayers get back on track, you will ensure they understand their tax obligations and design a plan that is best suited to their specific financial circumstances.
The work we do at the Tax Department funds the entire state of Vermont, from our parks and schools to our highways, and affects every taxpayer in the State of Vermont. We don't just collect taxes, we help the State follow through on legislative initiatives and programs to fund many state functions. We believe we have a responsibility to educate taxpayers about their tax obligations and facilitate voluntary tax compliance. We serve Vermonters by administering our tax laws fairly and efficiently while striving to make the Department of Taxes the best place to work in the Vermont State government.
This position is within the Compliance Division, which is responsible for promoting and ensuring Vermont taxpayer compliance, with a focus on early intervention, education, outreach, and fairness. We value service, integrity, and employee growth, as we aim to support Vermont communities effectively and efficiently. Our team includes auditors, tax examiners, analysts, tax collection officers, and support staff.
Examples of this position's responsibilities include:
- Interact with taxpayers to arrange payment of unpaid taxes, obtain missing returns, and provide education to avoid issues in the future
- Arrange payment plans, propose settlements, and abate certain penalties when appropriate
- Complete tasks associated to accounts
The Tax Department permits eligible employees to request voluntary participation in the State of Vermont telework program. Telework eligibility is determined on a case-by-case basis and is consistent with state and Department policies.
Vermont Department of Taxes (VDT) Background Checks: This position will primarily support the Department of Taxes. Candidates must agree to be fingerprinted and pass a background check to be eligible for this position, which will involve access to sensitive federal tax information. Background checks are required by the Internal Revenue Service and are authorized under Vermont law. 3 V.S.A. 241. In accordance with VDT Standard Operating Procedure 2018-01, Background Investigations, Vermont and national criminal record checks will be conducted on all candidates. This requirement shall not apply to the following: current classified State employees seeking transfer, promotion, or demotion into a VDT classified position, or those who are exercising re-employment (RIF) rights. Candidates will have the right to withdraw their application before fingerprinting or a background check is conducted.
Hourly rates within the Classified Bargaining Unit Pay Plan will change effective July 2, 2023. At that time, the starting rate (Step 1) for this job opening will be $21.52 per hour.
Who May ApplyThis position, Tax Compliance Officer I (Job Requisition #46952) , is open to all State employees and external applicants.
Please Note: This position is being recruited at multiple levels. If you would like to be considered for more than one level, you MUST apply to the specific Job Requisition.
Level I: 46952
Level II: 46964
Level III: 46965
If you would like more information about this position, please contact .
Resumes will not be accepted via e-mail. You must apply online to be considered.
Duties are performed primarily in a standard office setting. Workload is consistently heavy with constant need for prompt and accurate decision making. Duties involve sensitive, sometimes controversial subject which may lead to emotional and adversarial situations. Incumbents must be able to function independently in a confrontational, even hostile environment, must be able to prioritize their own workload and multi-task effectively. Duties are highly confidential in nature. Occasional travel may require use of state vehicle or private means of transportation.
Minimum QualificationsOne (1) year or more of experience in collection of debts, adjustment of claims, determination of financial responsibility, handling account receivable, negotiating, or investigation of financial background.
OR
Two (2) years of more of experience in tax preparation or relatable customer service experience.
Total CompensationAs a State employee you are offered a great career opportunity, but it's more than a paycheck. The State's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation, including:
- 80% State paid medical premium
- Dental Plan at no cost for employees and their families
- Flexible Spending healthcare and childcare reimbursement accounts
- Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan
- Work/Life balance: 11 paid holidays each year and a generous leave plan; many jobs also allow for a flexible schedule
- Low cost group life insurance
- Tuition Reimbursement
- Incentive-based Wellness Program
- Qualified Employer for Public Service Student Loan Forgiveness Program
Vermont (/v?r?m?nt/) is a northeastern state in the New England region of the United States.
NoticeTalentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: . NYC applicants may request an alternative process or accommodation at or 407-000-000.
#J-18808-LjbffrTax Compliance Officer III
Posted 8 days ago
Job Viewed
Job Description
There has never been a better time to bring your values and talents to the collaborative team at the Vermont Department of Taxes. The rewarding work we do supports this brave little state and helps shape its future. We work with proven, dynamic technologies to fund initiatives that preserve the environment, build vibrant communities, strengthen families, and so much more. Discover new opportunities, learn new skills, and solve problems with our dedicated and supportive team.
The Department of Taxes' Compliance Division seeks a talented individual who wants to support public programs through the accurate and equitable collection of Vermont taxes. This position will be involved with the review of taxpayer records for compliance and provide education to taxpayers.
Key responsibilities of this position include but are not limited to:
- Collect unpaid taxes on behalf of the state via phone, or otherwise
- Arrange formal payment agreements, propose settlements, and when appropriate, waive selected penalties
- Establishment of personal liability and initiating bank/wage garnishment orders and property liens
- Education and outreach to taxpayers to promote and achieve voluntary compliance
The ideal candidate will:
- Be inquisitive, collaborative, digitally proficient and self-motivated
- Have a desire to learn new skills and software used for tax administration
- Excellent communication skills, including the ability to communicate challenging topics to individuals with varied backgrounds.
- Have a desire to continue to learn and grow.
This Montpelier based position offers a hybrid schedule, professional development opportunities, and a solid career ladder. Vermont State offers affordable and broad medical, leave, and retirement benefits. For questions, please e-mail For additional information about employee satisfaction and benefits, please visit our website.
The hourly salary rate for this position ranges from $25.10 to $9.19, and State of Vermont benefits are very competitive. The annualized salary for this position ranges from approximately 52,208 to 81,515.20. The salary range reflects the minimum and maximum salary potential in the assigned pay grade, and the annualized salary figure is calculated based on 2080 hours of annual compensation and does not include authorized overtime or other compensation. It also doesn't include any time taken off payroll. The starting salary for this position may be negotiable depending on experience and qualifications.
This position, Tax Compliance Officer III (Job Requisition # 51974), is open to all State employees and external applicants.
Please Note: This position is being recruited at multiple levels. If you would like to be considered for more than one level, you MUST apply to the specific Job Requisition.
Level II: 51973
Level III: 51974
Level IV: 52623
If you would like more information about this position, please contact
Resumes will not be accepted via e-mail. You must apply online to be considered.
Please note that multiple positions in the same work location may be filled from this job posting.
Duties are performed primarily in a standard office setting. Workload is consistently heavy with constant need for prompt and accurate decision making. Duties involve sensitive, sometimes controversial subject which may lead to emotional and adversarial situations. Incumbents must be able to function independently in a confrontational, even hostile environment, must be able to prioritize their own workload and multi-task effectively. Duties are highly confidential in nature. Occasional travel may require use of state vehicle or private means of transportation.
Three (3) years or more of experience in collection of debts, adjustment of claims, determination of financial responsibility, handling accounts receivable, negotiating, or investigation of financial background.
OR
Four (4) years of more of experience in tax preparation or relatable customer service experience.
As a State employee you are offered a great career opportunity, but it's more than a paycheck. The State's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation, including:
- 80% State paid medical premium and a dental plan at no cost for employees and their families
- Work/Life balance: 11 paid holidays each year and a generous leave plan
- State Paid Family and Medical Leave Insurance (FMLI)
- Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan
- Tuition Reimbursement
- Flexible spending healthcare and childcare reimbursement accounts
- Low cost group life insurance
- Incentive-based Wellness Program
- Qualified Employer for Public Service Student Loan Forgiveness Program
Want the specifics? Explore the Benefits of State Employment on our website.
The State of Vermont celebrates diversity, and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills. The State does not discriminate in employment on the basis of race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, membership in an employee organization, family medical history or genetic information, or family or parental status. The State's employment decisions are merit-based. Retaliatory adverse employment actions by the State are forbidden.
AVP Trust & Wealth Tax Officer
Posted 20 days ago
Job Viewed
Job Description
Job DetailsJob LocationMason City branch - Mason City, IADescriptionPOSITION SUMMARY:We believe solid planning requires special expertise and a team approach. Our team includes individuals with financial planning, investment management, tax and legal expertise, dedicated to working with our clients to plan, grow and protect legacies across generations. This position is responsible for coordinating with all areas of the Department to facilitate tax preparation, provide consulting on tax matters and administer complex client accounts.ACCOUNTABILITIES:Account Administration: 40%Responsible for retaining, servicing, and growing current assigned client relationships. Administer accounts consistent with governing documents, applicable laws, regulations, policies and procedures.Initiates regular client communications via telephone, e-mail, in writing, and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.Responsible for overall management of the client relationship for accounts developed or assigned.Coordinates client communications and works closely with Department employees on administrative, operational, investment, and insurance issues to ensure the quality of the client experience.Coordinates with Investment team to ensure appropriate investment of client assets.Serves on Trust Administration Committee and participates in monthly account review process.Authorizes account investments and account disbursements.Coordinates with attorneys and CPAs in preparing Annual Reports, Financial Case plans and tax returns for assigned Trusts, Conservatorships and Estates.Tax Manager and Consultant: 30%Responsible for the planning, oversight, coordination and review of Fiduciary Income Tax Returns where FCB serves as Trustee. This may include actual preparation of fiduciary returns or coordination with outside CPAs.Address tax preparation issues, such as taxable income and expense allocations, specific deductions, income distributions, relation of principal and income law regarding distributable net income and the treatment of capital gains and losses.Research and prepare training and reference resources for internal teams on tax issues.Support and contribute to the establishment of effective and efficient tax processes and procedures for filing complete, accurate and timely returns.In coordination with Trust Operations Officer, reviews and recommends improvements to internal trust accounting systems, including data integrity and transaction coding.Reviews tax forms generated by Trust Account System and coordinates with Trust Operations Officer to resolve issues.Coordinates internal processing of tax payments.Provides consulting to other team members and their clients on tax planning issues.Compliance: 20%Maintains current understanding of regulations as they relate to Fiduciary and Investment issues.Pursues training, educational and self-development opportunities-not only to assure mandatory CE requirements are satisfied but to increase skill level and remain current on tax, financial, estate, investment, and retirement developments and laws.Complies with federal, state and local legal requirements by filing tax returns; studying existing and new legislation; anticipating future legislation; advising management on needed actions.Maintains client confidence and protects Wealth Management operations by keeping information confidential.Attends mandatory compliance and security sessions. Monitors daily work for adherence to compliance and security regulations, policies/procedures, and promptly corrects any deficiencies.Assists with internal compliance reviews including updates to policies and procedures to diminish risk.Contributes to team effort by accomplishing related results as needed.Serves on Trust Operations & Compliance Committee.Assists with internal audit and oversight.Assists with exam preparation and follow up.Delegates effectively to team, including supervision responsibilities, if applicable.Account Development: 5%Develops new business and identifies opportunities in existing relationships.Provides consultation and expertise in fiduciary services, coordinating with attorneys and CPAs to support estate planning efforts.Works in collaboration with other Trust Officers, Wealth Advisors, Trust Investment Officers, Registered Representatives, Retail Managers, Lenders, and other organization contacts on cross-selling opportunities. Represents the Organization by being active in the community. Actively participate in service organizations, community activities, etc. to promote a positive organization image and to generate leads for the new business efforts.Promotes and participates in business development efforts both individually and in cooperation with others in Department or the organization.Develops and deepens relationships with centers of influence, responds promptly to internal and external referrals, attends organization functions, and works closely with other areas of Wealth Management. Attends networking functions such as Chamber breakfasts and social events, etc.Other Duties: 5%Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.Prepares activity and status reports regarding prospects and business development activities.Understands basic operational concepts.Contributes to team effort by accomplishing related results as needed.Delegates effectively to administrative assistant staff.Travels to branch locations as needed.Additional duties as assigned.QualificationsENVIRONMENTAL CONDITIONS:Work is performed primarily indoors in an office setting.Remote work may be available upon supervisor approval.PHYSICAL AND MENTAL DEMANDS:Position accountabilities are typically performed while sitting for most of the day. The physical and mental demands of this position are representative of those that must be met by an employee to successfully perform the essential position accountabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential position and accountabilities. First Citizens reserves the right to review each requested accommodation and determine if it poses an undue hardship.KNOWLEDGE, SKILLS AND ABILITIES:10+ years of experience in relevant experience required, at least 3 years in fiduciary income tax.Bachelor's degree and/or advanced certifications (CTFA, CFP, JD, or CPA) required.Skill in performing basic mathematical principles (such as addition, subtraction, multiplication, division, decimals) in account transactions. Knowledge of fiduciary standards, estate planning principles and trust taxation.Excellent written and oral communication skills.Ability to attain & maintain advanced designation.Advanced understanding of accounting principles and banking.Proficiency in M365 office applications and familiarity with trust accounting software, tax preparation software, and CRM software.Valid driver's license required.
Tax Preparation Manager
Posted today
Job Viewed
Job Description
Job Description
Join Our Team as a Tax Preparation Manager with Ownership Opportunities!
Are you a skilled Tax Manager looking to take the next step in your career? Do you dream of owning your own business and being your own boss? At ATAX, we are offering an exciting opportunity for a Tax Preparation Manager with Ownership Opportunities to join our team.
Job Responsibilities:
As a Tax Preparation Manager with Ownership Opportunities, you will be responsible for overseeing all aspects of our tax preparation services. This includes managing a team of tax preparers, ensuring accurate and timely filings, and creating fanatical fans!
Benefits of Tax Manager Ownership:
- Equity Building: This position offers the unique opportunity to become a part owner of our business. You will have the chance to build equity in the company and share in its success.
- Leadership Influence: As a co-owner, you will have a vested interest in the success of the business and be able to contribute your ideas and expertise to help us grow and thrive.
- Career Control: This is a rare opportunity to take control of your career and create a path to financial independence. You will have the support and resources of our team behind you every step of the way.
- Rewarding Dedication: We believe in rewarding loyalty and hard work, which is why we offer ownership opportunities to our top performers. If you are dedicated, ambitious, and passionate about tax preparation, this could be the perfect career move for you.
- Legacy Building: Joining our team as a Tax Preparation Manager with Ownership Opportunities is more than just a job – it’s a chance to build a legacy and secure your future in the tax preparation industry.
About Us: ATAX is the fastest-growing, full-service national tax preparation and business services franchise, dedicated to serving our local multicultural communities. With the tax preparation services industry valued at $14.4bn in 2023, ATAX offers a significant opportunity for growth and success.
When you become an ATAX Franchise owner, you gain access to an exceptional business plan, platforms, marketing strategies, and support system built by industry icon John Hewitt. Founder of Jackson Hewitt and Liberty Tax Service, John Hewitt brings 55 years of expertise in building robust business practices and mentoring aspiring entrepreneurs.
Learn more about us at Home - ATAX Franchise.
Mission Statement: Having Fun, Improving Lives.
Apply now to join our team and start your journey towards business ownership and success
#hc126479
Partner Tax Preparation Advisor Manager
Posted today
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
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.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
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: $73,500 - $244,000, 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:
Partner Tax Preparation Advisor Manager
Posted today
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
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.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
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: $73,500 - $244,000, 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:
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Partner Tax Preparation Advisor Manager
Posted today
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
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.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
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: $73,500 - $244,000, 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:
Partner Tax Preparation Advisor Manager
Posted today
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
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.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
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: $73,500 - $244,000, 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:
Partner Tax Preparation Advisor Manager
Posted today
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
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.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
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: $73,500 - $244,000, 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: