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Manager, Private Personal Financial Services (Multiple Positions)

Employer
PricewaterhouseCoopers LLP
Location
New York City, New York (US)
Salary
N/A
Closing date
Aug 5, 2022

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Manager, Private Personal Financial Services (Multiple Positions), PricewaterhouseCoopers LLP, New York, NY. 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. Develop, design and implement plans to help clients to their personal wealth goals. Analyze tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investment planning to establish a foundation for financial longevity. Supervise and coach professional teams.

 

40 hrs/week, Mon-Fri, 8:30 a.m. - 5:30 p.m.   

 

MINIMUM REQUIREMENTS:

 

Must have a Bachelor's degree or foreign equivalent in Accounting, Tax, Law, Business Administration, or a related field, plus 5 years of post-bachelor’s, progressive related work experience.

 

In the alternative, the employer will accept a Master's degree or foreign equivalent in Accounting, Tax, Law, Business Administration, or a related field, plus 3 years of related work experience.

 

Certification(s) required: US CPA license or foreign equivalent, Member of the Bar, or Enrolled Agent.

 

 Must have at least one year of experience with each of the following:

 

-       Experience with consulting with high-net-worth individuals on at least 2 of the following areas: financial planning, wealth transfer planning, business succession planning or trust and estate work;

-       Employing comprehensive technical skills with the preparation of Form 1040 for High-Net-Worth individuals and preparation of Form K1, as well as ensuring compliance;

-       Managing resource requirements, project workflow, budgets, billing and collections;

 

80% telecommuting permitted. Must be able to commute to the designated local office.

 

Travel up to 20% is required.

 

Please apply by mail, referencing Job Code NY3387, Attn: HR SSC/Talent Management, 4040 West Boy Scout Boulevard, Tampa, FL 33607.

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