What are the responsibilities and job description for the Personal Financial Services Tax - Director - Orange County position at PwC?
A career in our Private Company Services Personal Financial Service practice, within Private Company services, 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.
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 an authentic and inclusive leader, at all grades/levels and in all lines of service. 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:
- Arrange appropriate assignments and experiences to support others' learning and development.
- Seek out different ways to use current and relevant technological advances.
- Analyse marketplace trends - economical, social, cultural, technological - to identify opportunities and create value propositions.
- Deploy methods to keep up with, and stay ahead of, new developments and ideas.
- Offer a global perspective in stakeholder discussions and when shaping solutions/recommendations.
- Drive and take ownership for developing networks that help deliver what is best for stakeholders.
- Proactively manage stakeholders to create positive outcomes for all parties.
- Uphold the firm's code of ethics and business conduct.
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, Enrolled Agent or Member of the Bar
Preferred Qualifications:
Preferred Knowledge/Skills:
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.
