Personal Financial Services Tax Director
- Experience 5-10 Years
- Category Tax
- Location McLean, VA
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.
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The PwC network is a global market leader in tax services.
We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services.
With over 32,000 tax professionals, this means that the PwC network can support our clients both locally and globally.
We have experience working with an expansive and diverse client-base, which comprises all types of businesses-multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.
As a member of our Personal Financial Services practice, you will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by our individual high net worth clients.
PwCâ€™s Personal Financial Services practice is a national team of dedicated professional advisors who provide tax compliance, tax consulting, financial planning and other wealth enhancement services to high net worth individuals and their families across the US and internationally.
Minimum Years of Experience: 8
Minimum Degree Required: Bachelor's degree in Accounting
Certification(s) Required: CPA, Enrolled Agent or Member of the Bar
Extensive knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work.
Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: 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.