PwC Personal Financial Services Manager in Miami, Florida
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.
We help resolve complex issues for our clients and identify opportunities. Learn more about us at www.pwc.com/us.
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Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready
- to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers.
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: 5
Minimum Degree Required: Bachelor's degree in Accounting
Certification(s) Required: CPA, Enrolled Agent or Member of the Bar
Thorough 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.
Comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance.
Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.