Partner Tax Preparation Advisor Manager:

Table of Contents

Introduction

Role Overview

Key Responsibilities

Required Qualifications

Career Opportunities

Benefits of the Role

Why Choose PwC?

1. Introduction

The Partner Tax Preparation Advisor Manager is a highly critical role that oversees the individual tax compliance, planning, and overall financial strategy for executives and high-net-worth individuals. The job requires a blend of technical skills, strategic thinking, and leadership competencies to drive success in the fast-paced, ever-changing world of finance.

2. Role Overview

A Partner Tax Preparation Advisor Manager is a finance and taxation service role, usually a part of a global network like PwC. This job encompasses managing intricate financial reporting, tax planning, and compliance for executive-level clients and using sophisticated technologies to provide improved services with the highest ethics and professionalism.

3. Main Accountabilities

The main accountabilities of a Partner Tax Preparation Advisor Manager include:

Leading individual tax compliance and planning for executives.

Maintaining client accounts by strategic tax planning.

Advanced project management skills are used to lead workflows and resource allocation.

Build and maintain relationships with executive-level clients in trust.

Coaching and mentoring junior staff to promote career development.

Presenting complex financial concepts in simplified terms for communication.

Leveraging data and technology to improve the tax process.

Maintaining the company’s code of ethics and business conduct.

4. Qualifications

To become a Partner Tax Preparation Advisor Manager, one needs to have the following qualifications:

Education: Bachelor’s Degree in Accounting, Finance, or related fields. A Master’s Degree is preferred.

Certifications: CPA, EA, or Member of the Bar.

Experience: At least 4 years of experience in individual tax compliance and planning with experience in Partnership K-1 income.

Skills: Using firm-issued technologies, data analysis, and financial reporting.

5. Career Opportunities

They are entitled to a wide range of career opportunities and promise bright futures in the role of Partner Tax Preparation Advisor Manager. They often become part of higher management levels like Tax Director or Chief Financial Officer. The enrolled agents and CPAs in this field acquire experience and are ready to start their own practices or may be specialists in international tax consulting or financial advisory services.

For those interested in a career with such a firm, PwC provides a global leadership development framework with structured pathways and skills development programs to help a person grow as an employee.

6. Benefits of the Job

This is a very good career, supported by many advantages:

Salary: The person will be placed on a base salary between $73,000 and $240,000 and an annual discretionary discretionary bonus.

Retirement Planning: 401 (k) option for retirement plans.

Health Coverage: Comprehensive medical, dental, and vision insurance.

Paid Time Off: Paid holidays and vacation days.

Professional Growth: Opportunities for skill development, practical coaching, and leadership training.

7. Why PwC?

PwC is the leading employer of financial professionals in the world. It is the firm that makes innovation, ethical practices, and employee development top priorities. At PwC, professionals will be able to:
Engage in meaningful work that addresses complex business challenges.

A global network of resources and expertise will be tapped into.

A wide and deep set of skills through the PwC Professional framework.

A supportive and inclusive workplace culture

In addition, the Internal Tax team in PwC delivers treasury and tax services with immense value for sound financial planning and reporting. This position equips the professionals to impact in a very meaningful way and yet have a career that is rewarding and all-rounded.

In a nutshell, being a Partner Tax Preparation Advisor Manager is an ideal position for finance professionals looking to merge technical acumen, strategic thinking, and leadership. Competitive benefits, opportunities for growth, and the opportunity to work with a global leader like PwC will definitely yield both professional and personal rewards.