Company: US6469 Sysco Payroll, Division of Sysco Resources Services, LLC Zip Code: 77077 Minimum Level of Education: Bachelor's Degree Minimum Years of Experience: 7 Years Employment Type: Full Time Travel Percentage: 0 COMPENSATION INFORMATION: The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and provided for generalized comparison. Factors that may be used to determine rate of pay include specific skills, work location, work experience and other individualized factors SUMMARY OF JOB PURPOSE: The Finance Director provides overall leadership and direction to the Global Support Center Sales Finance Team supporting Local Sales, Customer Experience and Enterprise Insights and Analytics for the organization along with other key Sysco teams to understand, drive, execute and deliver positive financial performance for Local Sales. Areas of responsibility include financial oversight of Local Sales strategies, partnership with Sales leaders to support Market Share growth initiatives, forecasting, AGP creation, execution and tracking as well as the continual talent team development. Additionally, works closely with Field leaders through strategic sales finance partnership along with the Market teams, Commercial Finance, and Financial Planning & Analysis. DUTIES AND RESPONSIBILITIES: Market Share Growth - Responsible for strategies and financial oversight including tracking of all initiatives to drive local market share growth. Financial Modeling - Ability to pull data to create decision making opportunities, report results/tracking and/or model variations Problem Solving - Troubleshoot and resolve escalated issues and communicate resolution. Partner with Sales Leaders communicating results, share with Market leaders as applicable and build out policy and controls to develop policies on any new matters and provide training to teams (field and GSC) on such matters. Financial Analysis- Partner with Leaders to provide value-added insights through financial analytics, business performance and feedback mechanism. Monitoring - Reviews dashboards, KPI's and analyzes reports. Responsible for ensuring overall performance of Local Sales & Customer Experience initiatives, strategies, and goals. Monitor and communicate key risks/opportunities each period ensuring alignment with other functions. Communication- Lead department meetings and other routine meetings with staff to inform staff on key updates and drive strategic priorities. Ensure that management of deadlines, check ins and priorities are aligned with company objectives. Attend Sales Leaders' staff meetings and communicate financial performance. Ability to lead multiple projects at any given time. Compliance- Accountable for ensuring that Sysco's Accounting Policies and Procedures (e.g., FAMM) and US GAAP are adhered to including SOX (Sarbanes Oxley) control for SC Bonus to ensure proper calculation and governance. Strategy - Regularly attend and/or lead strategic, partnership meetings and take an active seat at the table. Responsible for the design, compliance, and control of strategic initiatives and other significant or unusual Local Sales or Customer Experience transactions. Talent Development - Drive outstanding business results through traditional management functions including, but not limited to, sourcing and selecting talent, coaching and development, performance assessment, training, general talent planning and project scheduling. Continuous Process Improvement & Alignment - Work collaboratively with others within and outside of the function to identify, develop and implement process improvement plans, simplify, and improve processes, reduce costs, prevent loss, and to ensure that work is completed accurately and on time. Relationships- Manage relationships with cross functional peers, SBS, field leadership, Market Teams and Selling Team. Additionally, develop close partnerships internally with other functions including financial reporting, treasury, policy and controls, tax, financial planning and analysis, shared service center leadership, local and national credit, payables, account receivables, payroll, pricing and agreements, and global business owners (e.g., field leadership). Financial Planning/Forecasting - Manage and oversee the overall organizational budget for the Senior Vice President of Local Sales and Customer Support. Additionally, partner with the Financial Planning and Analysis team to ensure all accounting matters are properly assessed, communicated, and included in the forecast. This includes building, supporting and executing the Field Annual Growth Plan (AGS). Presentations -Prepare and present executive level presentations in a manner that is easily understood, providing concise information in order to make decisions as well as communicating all areas of risks and opportunities in order to drive the best outcomes for the organization. Projects-Work on other ad-hoc projects requested by executive management and other leadership positions. REQUIRED EDUCATION: Bachelor's Degree in Finance, Accounting, or Business Management required PREFERRED EDUCATION: MBA preferred REQUIRED AND PREFERRED MINIMUM EXPERIENCE: 10+ Years of Finance required Experienced in delivering finance results Leadership Experience in Leading Teams CERTIFICATIONS AND/OR TECHNICAL REQUIREMENTS: ABILITIES AND SKILLS: Proficient use of MS Office (Word, Excel, PowerPoint, Access and Outlook) Ability to handle multiple priorities and work independently Demonstrate strong, proactive problem-solving skills Ability to communication across multiple levels of the organization (executive to associate level) Teaming skills to work with business groups outside of Finance Strong attention to detail Knowledge of Food Services, preferred Strong leadership skills, including the ability to mentor and develop individuals and teams. Able to engage and lead team discussions and meetings. Understands team dynamics and works well within a team structure. Collaborative management style and a strategic team player. Delegates responsibilities effectively. Recognizes and acknowledges the value others bring to the organization. Exhibits a high level of infallible integrity, ethical standards, and accountability. Must be a working manager, capable of operating in a fast-paced environment, able to handle pressure well, be self-motivated and detail-oriented. Excellent communication (written and verbal), interpersonal and professional interactive skills, as well as strong presentation, negotiation, time management, and organizational skills. Able to communicate financial data to non-finance people. Strong analytical skills, ability to think strategically and influence business decisions using appropriate, fact-based financial information. Well-developed strategic planning, business, and financial management skills (i.e., pricing, forecasting, budget planning, financial analysis, etc.). A mastery of organizational and project management skills, including the ability to plan, prioritize and execute multiple initiatives/deadlines autonomously and shift priorities, as necessary. Able to manage large, complex projects. Uses time effectively. BENEFITS INFORMATION: For information on Sysco's Benefits, please visit OVERVIEW: Sysco is the global leader in foodservice distribution. With over 71,000 colleagues and a fleet of over 13,000 vehicles, Sysco operates approximately 333 distribution facilities worldwide and serves more than 700,000 customer locations. We offer our colleagues the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations. We're looking for talented, hard-working individuals to join our team. Come grow with us and let us show you why Sysco is at the heart of food and service. AFFIRMATIVE ACTION STATEMENT: Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
04/29/2024
Full time
Company: US6469 Sysco Payroll, Division of Sysco Resources Services, LLC Zip Code: 77077 Minimum Level of Education: Bachelor's Degree Minimum Years of Experience: 7 Years Employment Type: Full Time Travel Percentage: 0 COMPENSATION INFORMATION: The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and provided for generalized comparison. Factors that may be used to determine rate of pay include specific skills, work location, work experience and other individualized factors SUMMARY OF JOB PURPOSE: The Finance Director provides overall leadership and direction to the Global Support Center Sales Finance Team supporting Local Sales, Customer Experience and Enterprise Insights and Analytics for the organization along with other key Sysco teams to understand, drive, execute and deliver positive financial performance for Local Sales. Areas of responsibility include financial oversight of Local Sales strategies, partnership with Sales leaders to support Market Share growth initiatives, forecasting, AGP creation, execution and tracking as well as the continual talent team development. Additionally, works closely with Field leaders through strategic sales finance partnership along with the Market teams, Commercial Finance, and Financial Planning & Analysis. DUTIES AND RESPONSIBILITIES: Market Share Growth - Responsible for strategies and financial oversight including tracking of all initiatives to drive local market share growth. Financial Modeling - Ability to pull data to create decision making opportunities, report results/tracking and/or model variations Problem Solving - Troubleshoot and resolve escalated issues and communicate resolution. Partner with Sales Leaders communicating results, share with Market leaders as applicable and build out policy and controls to develop policies on any new matters and provide training to teams (field and GSC) on such matters. Financial Analysis- Partner with Leaders to provide value-added insights through financial analytics, business performance and feedback mechanism. Monitoring - Reviews dashboards, KPI's and analyzes reports. Responsible for ensuring overall performance of Local Sales & Customer Experience initiatives, strategies, and goals. Monitor and communicate key risks/opportunities each period ensuring alignment with other functions. Communication- Lead department meetings and other routine meetings with staff to inform staff on key updates and drive strategic priorities. Ensure that management of deadlines, check ins and priorities are aligned with company objectives. Attend Sales Leaders' staff meetings and communicate financial performance. Ability to lead multiple projects at any given time. Compliance- Accountable for ensuring that Sysco's Accounting Policies and Procedures (e.g., FAMM) and US GAAP are adhered to including SOX (Sarbanes Oxley) control for SC Bonus to ensure proper calculation and governance. Strategy - Regularly attend and/or lead strategic, partnership meetings and take an active seat at the table. Responsible for the design, compliance, and control of strategic initiatives and other significant or unusual Local Sales or Customer Experience transactions. Talent Development - Drive outstanding business results through traditional management functions including, but not limited to, sourcing and selecting talent, coaching and development, performance assessment, training, general talent planning and project scheduling. Continuous Process Improvement & Alignment - Work collaboratively with others within and outside of the function to identify, develop and implement process improvement plans, simplify, and improve processes, reduce costs, prevent loss, and to ensure that work is completed accurately and on time. Relationships- Manage relationships with cross functional peers, SBS, field leadership, Market Teams and Selling Team. Additionally, develop close partnerships internally with other functions including financial reporting, treasury, policy and controls, tax, financial planning and analysis, shared service center leadership, local and national credit, payables, account receivables, payroll, pricing and agreements, and global business owners (e.g., field leadership). Financial Planning/Forecasting - Manage and oversee the overall organizational budget for the Senior Vice President of Local Sales and Customer Support. Additionally, partner with the Financial Planning and Analysis team to ensure all accounting matters are properly assessed, communicated, and included in the forecast. This includes building, supporting and executing the Field Annual Growth Plan (AGS). Presentations -Prepare and present executive level presentations in a manner that is easily understood, providing concise information in order to make decisions as well as communicating all areas of risks and opportunities in order to drive the best outcomes for the organization. Projects-Work on other ad-hoc projects requested by executive management and other leadership positions. REQUIRED EDUCATION: Bachelor's Degree in Finance, Accounting, or Business Management required PREFERRED EDUCATION: MBA preferred REQUIRED AND PREFERRED MINIMUM EXPERIENCE: 10+ Years of Finance required Experienced in delivering finance results Leadership Experience in Leading Teams CERTIFICATIONS AND/OR TECHNICAL REQUIREMENTS: ABILITIES AND SKILLS: Proficient use of MS Office (Word, Excel, PowerPoint, Access and Outlook) Ability to handle multiple priorities and work independently Demonstrate strong, proactive problem-solving skills Ability to communication across multiple levels of the organization (executive to associate level) Teaming skills to work with business groups outside of Finance Strong attention to detail Knowledge of Food Services, preferred Strong leadership skills, including the ability to mentor and develop individuals and teams. Able to engage and lead team discussions and meetings. Understands team dynamics and works well within a team structure. Collaborative management style and a strategic team player. Delegates responsibilities effectively. Recognizes and acknowledges the value others bring to the organization. Exhibits a high level of infallible integrity, ethical standards, and accountability. Must be a working manager, capable of operating in a fast-paced environment, able to handle pressure well, be self-motivated and detail-oriented. Excellent communication (written and verbal), interpersonal and professional interactive skills, as well as strong presentation, negotiation, time management, and organizational skills. Able to communicate financial data to non-finance people. Strong analytical skills, ability to think strategically and influence business decisions using appropriate, fact-based financial information. Well-developed strategic planning, business, and financial management skills (i.e., pricing, forecasting, budget planning, financial analysis, etc.). A mastery of organizational and project management skills, including the ability to plan, prioritize and execute multiple initiatives/deadlines autonomously and shift priorities, as necessary. Able to manage large, complex projects. Uses time effectively. BENEFITS INFORMATION: For information on Sysco's Benefits, please visit OVERVIEW: Sysco is the global leader in foodservice distribution. With over 71,000 colleagues and a fleet of over 13,000 vehicles, Sysco operates approximately 333 distribution facilities worldwide and serves more than 700,000 customer locations. We offer our colleagues the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations. We're looking for talented, hard-working individuals to join our team. Come grow with us and let us show you why Sysco is at the heart of food and service. AFFIRMATIVE ACTION STATEMENT: Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage, and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Senior Associate, Client Processing Team Lead to join our Wealth Management team. The role is located in Pittsburgh. In this role, you'll make an impact in the following ways: Applies critical thinking skills in evaluating issues and solutions. Knowledge of Wealth Management Lending products (Commercial, Consumer & Structured Lending) Ability to develop quality relationships with peers & key stakeholders. Anticipates next steps and challenges where possible, to avoid pitfalls or delays in processing. To be successful in this role, we're seeking the following: Prior Team Leader experience in a fast-paced, environment Understanding of Loan Processing as it relates to Wealth Management Structured, Commercial, Consumer, & Bi Lateral Lending deals Excellent communication skills, both written & oral Track record of success in completing assigned tasks in high quality and efficient manner Demonstrated ability to work collaboratively within and across project teams, and other functional business units. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 Human Rights Campaign Foundation, Corporate Equality Index, 2023 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/28/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage, and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Senior Associate, Client Processing Team Lead to join our Wealth Management team. The role is located in Pittsburgh. In this role, you'll make an impact in the following ways: Applies critical thinking skills in evaluating issues and solutions. Knowledge of Wealth Management Lending products (Commercial, Consumer & Structured Lending) Ability to develop quality relationships with peers & key stakeholders. Anticipates next steps and challenges where possible, to avoid pitfalls or delays in processing. To be successful in this role, we're seeking the following: Prior Team Leader experience in a fast-paced, environment Understanding of Loan Processing as it relates to Wealth Management Structured, Commercial, Consumer, & Bi Lateral Lending deals Excellent communication skills, both written & oral Track record of success in completing assigned tasks in high quality and efficient manner Demonstrated ability to work collaboratively within and across project teams, and other functional business units. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 Human Rights Campaign Foundation, Corporate Equality Index, 2023 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Position Overview: The BerganKDV Tax Senior works to provide excellent tax preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement. The Tax Senior is focused on increasing technical skills, providing tax preparation, review, and ancillary services to the BerganKDV tax practice, while beginning to explore opportunities to assist the firm outside of the tax practice. Responsibilities: Performs diversified tax assignments, planning and scheduling of client engagements under the direction of the engagement team. Keeps current on and applies basic accounting standards and education. Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects and overall assignments. Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner. Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue. Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement. Be a resource for tax associates and interns. This may include technical training and providing feedback on client engagements. Support the growth and professional development of yourself and your BerganKDV teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities. Communicate effectively with your team striving for open and honest dialogue in all interactions. Qualifications: A bachelor's degree in accounting or related field of study CPA certification in process 2+ years of professional services experience with a record of high achievement a plus Excellent interpersonal skills? Strong written and verbal communication skills? Strong analytical, teamwork and organizational skills? Integrity, maturity, dependability, a positive attitude and a strong work ethic? PC proficiency, including spreadsheet, word processing and presentation software applications Analytical skills with high detail orientation Research?and understand professional frameworks, standards and guidance Knowledge of technology and tools best practices including tax software Quality control Risk assessment, analysis and management Measurement analysis and interpretation EXPLORE THE WORKPLACE OF THE FUTURE Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. Creative Planning (formerly BerganKDV) Differentiators: Growth Potential Close-Knit Collaborative Team Mentor Program Employee Referral Rewards Comprehensive Benefits Package Customized Career Path Open Door Leadership Style BENEFITS THAT GO BEYOND We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
04/28/2024
Full time
Position Overview: The BerganKDV Tax Senior works to provide excellent tax preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement. The Tax Senior is focused on increasing technical skills, providing tax preparation, review, and ancillary services to the BerganKDV tax practice, while beginning to explore opportunities to assist the firm outside of the tax practice. Responsibilities: Performs diversified tax assignments, planning and scheduling of client engagements under the direction of the engagement team. Keeps current on and applies basic accounting standards and education. Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects and overall assignments. Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner. Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue. Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement. Be a resource for tax associates and interns. This may include technical training and providing feedback on client engagements. Support the growth and professional development of yourself and your BerganKDV teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities. Communicate effectively with your team striving for open and honest dialogue in all interactions. Qualifications: A bachelor's degree in accounting or related field of study CPA certification in process 2+ years of professional services experience with a record of high achievement a plus Excellent interpersonal skills? Strong written and verbal communication skills? Strong analytical, teamwork and organizational skills? Integrity, maturity, dependability, a positive attitude and a strong work ethic? PC proficiency, including spreadsheet, word processing and presentation software applications Analytical skills with high detail orientation Research?and understand professional frameworks, standards and guidance Knowledge of technology and tools best practices including tax software Quality control Risk assessment, analysis and management Measurement analysis and interpretation EXPLORE THE WORKPLACE OF THE FUTURE Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. Creative Planning (formerly BerganKDV) Differentiators: Growth Potential Close-Knit Collaborative Team Mentor Program Employee Referral Rewards Comprehensive Benefits Package Customized Career Path Open Door Leadership Style BENEFITS THAT GO BEYOND We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles. Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by: Actively participating in client discussions and meetings; Communicating a broad range of Firm services; Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Providing candid, meaningful feedback in a timely manner; and, Keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/28/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles. Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by: Actively participating in client discussions and meetings; Communicating a broad range of Firm services; Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Providing candid, meaningful feedback in a timely manner; and, Keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
Job Purpose Responsible for delivering best-in-class real estate asset management services to maximize property values with regard to AXA REIM's existing and expanding US equity portfolio in accordance with the firm's policies, regulatory requirements and its clients' priorities and objectives. Key Accountabilities Must be capable of independently managing a portfolio of institutional quality real estate investments to achieve budgeted NOI and other performance KPIs. Seek input from Head of Asset Management as required. Maintain open lines of communication with client regarding management of their investments including the physical, financial, and leasing performance of the individual assets to ensure the successful execution of client objectives within the context of the firm's investment management agreements and policies. In coordination with accounting, operating partners and property management team members, prepare and oversee the execution of budgets and business plans for each property. Maximize asset values through the application of active asset management (strategic planning, budgeting, leasing, capital improvement,financing and disposition) skills across our clients' portfolios Oversee the production of quarterly and annual asset management reports including the preparation of annual Hold/ Sell recommendations Generate and deliver Fund Management, Valuation Committee and client presentations Manage relationships with our clients' joint venture partners (both investor partners and operating partners) Manage third party service providers including property, leasing, development, tax consultants, construction and investment sales managers Assist in the due diligence and transition of newly acquired assets or dispositions. Provide material support in the new investment process by providing the acquisitions team with market intelligence in markets where managed assets are located. Manage the relationship with Altus to oversee quarterly valuations. Other tasks: Perform other tasks and projects as assigned from time to time Work with insurance consultant to determine cost effective insurance coverage for all new and existing assets. Your Profile Role Requirements Education/Qualifications Undergraduate degree with concentration in real estate MBA or graduate of higher level real estate program preferred, but not required. Experience 6-10 years experience in real estate asset management (office, industrial, multi-family, senior living, student housing and general market knowledge a plus) Cross cultural work experience a plus Knowledge and Skills Strong working knowledge of Argus, Excel and Powerpoint Able to generate and present investment committee proposals Excellent analytical/ financial modelling skills Strong presentation skills; oral and written Spoken and written fluency in English required Second European language a plus Competencies Rigorous, self-motivated, team player Reliable and trustworthy Organized and detailed oriented; ability to multi-task Strong interpersonal skills The pay range for this position is from $140 000 to $160 000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. About AXA The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries. We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management. Our mission : To act for human progress by protecting what matters Our values : Customer first, Integrity, Courage and One AXA About the Entity At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets. AXA Investment Managers Home AXA IM Corporate () AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions. Inclusion and Diversity Careers AXA IM Corporate () What We Offer We are committed to offer you an environment where you can: Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities. Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.). Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce. Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
04/27/2024
Full time
Job Purpose Responsible for delivering best-in-class real estate asset management services to maximize property values with regard to AXA REIM's existing and expanding US equity portfolio in accordance with the firm's policies, regulatory requirements and its clients' priorities and objectives. Key Accountabilities Must be capable of independently managing a portfolio of institutional quality real estate investments to achieve budgeted NOI and other performance KPIs. Seek input from Head of Asset Management as required. Maintain open lines of communication with client regarding management of their investments including the physical, financial, and leasing performance of the individual assets to ensure the successful execution of client objectives within the context of the firm's investment management agreements and policies. In coordination with accounting, operating partners and property management team members, prepare and oversee the execution of budgets and business plans for each property. Maximize asset values through the application of active asset management (strategic planning, budgeting, leasing, capital improvement,financing and disposition) skills across our clients' portfolios Oversee the production of quarterly and annual asset management reports including the preparation of annual Hold/ Sell recommendations Generate and deliver Fund Management, Valuation Committee and client presentations Manage relationships with our clients' joint venture partners (both investor partners and operating partners) Manage third party service providers including property, leasing, development, tax consultants, construction and investment sales managers Assist in the due diligence and transition of newly acquired assets or dispositions. Provide material support in the new investment process by providing the acquisitions team with market intelligence in markets where managed assets are located. Manage the relationship with Altus to oversee quarterly valuations. Other tasks: Perform other tasks and projects as assigned from time to time Work with insurance consultant to determine cost effective insurance coverage for all new and existing assets. Your Profile Role Requirements Education/Qualifications Undergraduate degree with concentration in real estate MBA or graduate of higher level real estate program preferred, but not required. Experience 6-10 years experience in real estate asset management (office, industrial, multi-family, senior living, student housing and general market knowledge a plus) Cross cultural work experience a plus Knowledge and Skills Strong working knowledge of Argus, Excel and Powerpoint Able to generate and present investment committee proposals Excellent analytical/ financial modelling skills Strong presentation skills; oral and written Spoken and written fluency in English required Second European language a plus Competencies Rigorous, self-motivated, team player Reliable and trustworthy Organized and detailed oriented; ability to multi-task Strong interpersonal skills The pay range for this position is from $140 000 to $160 000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. About AXA The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries. We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management. Our mission : To act for human progress by protecting what matters Our values : Customer first, Integrity, Courage and One AXA About the Entity At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets. AXA Investment Managers Home AXA IM Corporate () AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions. Inclusion and Diversity Careers AXA IM Corporate () What We Offer We are committed to offer you an environment where you can: Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities. Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.). Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce. Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
Position Overview: The BerganKDV Tax Senior works to provide excellent tax preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement. The Tax Senior is focused on increasing technical skills, providing tax preparation, review, and ancillary services to the BerganKDV tax practice, while beginning to explore opportunities to assist the firm outside of the tax practice. Responsibilities: Performs diversified tax assignments, planning and scheduling of client engagements under the direction of the engagement team. Keeps current on and applies basic accounting standards and education. Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects and overall assignments. Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner. Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue. Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement. Be a resource for tax associates and interns. This may include technical training and providing feedback on client engagements. Support the growth and professional development of yourself and your BerganKDV teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities. Communicate effectively with your team striving for open and honest dialogue in all interactions. Qualifications: A bachelor's degree in accounting or related field of study CPA certification in process 2+ years of professional services experience with a record of high achievement a plus Excellent interpersonal skills? Strong written and verbal communication skills? Strong analytical, teamwork and organizational skills? Integrity, maturity, dependability, a positive attitude and a strong work ethic? PC proficiency, including spreadsheet, word processing and presentation software applications Analytical skills with high detail orientation Research?and understand professional frameworks, standards and guidance Knowledge of technology and tools best practices including tax software Quality control Risk assessment, analysis and management Measurement analysis and interpretation EXPLORE THE WORKPLACE OF THE FUTURE Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. Creative Planning (formerly BerganKDV) Differentiators: Growth Potential Close-Knit Collaborative Team Mentor Program Employee Referral Rewards Comprehensive Benefits Package Customized Career Path Open Door Leadership Style BENEFITS THAT GO BEYOND We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
04/27/2024
Full time
Position Overview: The BerganKDV Tax Senior works to provide excellent tax preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement. The Tax Senior is focused on increasing technical skills, providing tax preparation, review, and ancillary services to the BerganKDV tax practice, while beginning to explore opportunities to assist the firm outside of the tax practice. Responsibilities: Performs diversified tax assignments, planning and scheduling of client engagements under the direction of the engagement team. Keeps current on and applies basic accounting standards and education. Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects and overall assignments. Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner. Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue. Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement. Be a resource for tax associates and interns. This may include technical training and providing feedback on client engagements. Support the growth and professional development of yourself and your BerganKDV teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities. Communicate effectively with your team striving for open and honest dialogue in all interactions. Qualifications: A bachelor's degree in accounting or related field of study CPA certification in process 2+ years of professional services experience with a record of high achievement a plus Excellent interpersonal skills? Strong written and verbal communication skills? Strong analytical, teamwork and organizational skills? Integrity, maturity, dependability, a positive attitude and a strong work ethic? PC proficiency, including spreadsheet, word processing and presentation software applications Analytical skills with high detail orientation Research?and understand professional frameworks, standards and guidance Knowledge of technology and tools best practices including tax software Quality control Risk assessment, analysis and management Measurement analysis and interpretation EXPLORE THE WORKPLACE OF THE FUTURE Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. Creative Planning (formerly BerganKDV) Differentiators: Growth Potential Close-Knit Collaborative Team Mentor Program Employee Referral Rewards Comprehensive Benefits Package Customized Career Path Open Door Leadership Style BENEFITS THAT GO BEYOND We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles. Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by: Actively participating in client discussions and meetings; Communicating a broad range of Firm services; Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Providing candid, meaningful feedback in a timely manner; and, Keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/27/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles. Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by: Actively participating in client discussions and meetings; Communicating a broad range of Firm services; Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Providing candid, meaningful feedback in a timely manner; and, Keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
State Street Global Advisors is one of the largest asset managers in the world, with $3.6 Trillion in assets under management. We offer one of the broadest ranges of strategies across asset classes, risk profiles, regions and styles. We deliver these strategies through a wide range of vehicles - including both registered and unregistered funds in major global jurisdictions - from Australia and Japan, the UK, Ireland and Luxembourg and the USA. Solutions include our pioneering ETFs, mutual and UCITS funds. The Chief Operating Officer (COO) for State Street Global Advisors (Global Advisors) is responsible for leading the firm's global operations, technology, funds management, vendor oversight, data governance and business risk management efforts, and its investment and other operations in locations such as India and China. As a member of the Global Advisors' Operating Group and reporting to its CEO, the COO has responsibility for envisioning and delivering a world class technology, systems and operational infrastructure in support of the firm's $3.6 trillion in assets under management and enabling its growth and expansion aspirations across all asset classes, client segments and geographies. Primary Responsibilities: Developing and delivering on a strategic vision in partnership with senior leaders across Global Advisors that results in a best-in-class, risk excellent end-to-end operations and technology infrastructure and organization that has a high degree of scalability, efficiency, resiliency, digitization, quality of client experience, and productivity for Global Advisors Managing a global organization with an annual budget of more than $200 million and comprised of more than 800 professionals and a team of highly experienced leaders who are responsible for daily support to the organization and its businesses to deliver on Global Advisors' strategic and financial objectives; adept at using analysis and productivity data to optimize staffing and production capacity, identifying new processes and/or partners to improve quality or increase productivity and/or profitability Supporting and ensuring adequate and documented service levels for critical operational functions including client onboarding, trade processing, new product and fund development, shareholder services, vendor oversight, operational risk management, fund governance, and liaising with external parties such as regulators, tax providers, auditors, custodians, prime brokers, fund administrators, etc. Setting direction and overseeing core technology functions including strategy, applications, infrastructure, enterprise architecture and data, technology modernization and IT governance; providing oversight for enterprise information security, program management and technology-related risk management Acting as primary liaison with such corporate functions as Risk Management and Compliance along with State Street as a provider of front, middle and back-office technology and operations, that include Alpha; partnering with State Street's Global Technology Services on key outsourced services (e.g., data center, end user experience, service desk, information security, access management, business continuity and infrastructure resiliency) Minimal Qualifications: Accomplished senior operations executive and/or technology leader with a successful record in transforming and streamlining global asset management operations and technology infrastructure resulting in organizational efficiency and a variety of front, middle and back-office automation tools and solutions that drive the business forward Results-focused individual with the persistence and patience necessary to work effectively with a variety of internal and external constituencies and drive results; demonstrated business knowledge acumen and ability to handle multiple priorities yet able to prioritize and effectively be the point of escalation on the most important deliverables or pressing issues of the moment Highly experienced in supporting such areas as trading, client onboarding, operations, fund management and administration, regulatory reporting, risk management and program management on a global basis Passion for driving IT efficiency, building successful enterprise solutions and realizing business value through operational efficiency and leveraging data Demonstrated interest and ability to anticipate and identify emerging problems and trends in a complex setting and collaboratively reach resolution; embraces a continual improvement mindset that results in more efficient business processes and technology solutions, and adoption through effective change management Excellent communication and presentation skills; ability to translate complex operational and technology solutions to business partners and in turn, effectively convey business requirements to Operations and Technology teams Track record of managing multi-year financial and strategic Plans effectively, with ability to identify self-funding opportunities, and deliver relevant KPIs and productivity metrics to mark progress Evidence of successful leadership and people management and demonstrated ability to parter and influence effectively Ideal Job Requirements: A minimum of 10-15 years of executive and people management experience in complex global asset management organizations A minimum of 20 years' experience in roles including asset management operations and/or technology Strong knowledge in market practice, operational controls and regulatory requirements related to the asset management business and various investment instruments along with having a working knowledge of industry challenges and opportunities Experience supporting a global institutional equity and fixed income index and/or ETF business and multi-asset solutions, a plus Ideally, an advanced degree (e.g., MBA) and experience with M&A evaluation and integration; however, neither is a requirement Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $300,000 - $412,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
04/27/2024
Full time
State Street Global Advisors is one of the largest asset managers in the world, with $3.6 Trillion in assets under management. We offer one of the broadest ranges of strategies across asset classes, risk profiles, regions and styles. We deliver these strategies through a wide range of vehicles - including both registered and unregistered funds in major global jurisdictions - from Australia and Japan, the UK, Ireland and Luxembourg and the USA. Solutions include our pioneering ETFs, mutual and UCITS funds. The Chief Operating Officer (COO) for State Street Global Advisors (Global Advisors) is responsible for leading the firm's global operations, technology, funds management, vendor oversight, data governance and business risk management efforts, and its investment and other operations in locations such as India and China. As a member of the Global Advisors' Operating Group and reporting to its CEO, the COO has responsibility for envisioning and delivering a world class technology, systems and operational infrastructure in support of the firm's $3.6 trillion in assets under management and enabling its growth and expansion aspirations across all asset classes, client segments and geographies. Primary Responsibilities: Developing and delivering on a strategic vision in partnership with senior leaders across Global Advisors that results in a best-in-class, risk excellent end-to-end operations and technology infrastructure and organization that has a high degree of scalability, efficiency, resiliency, digitization, quality of client experience, and productivity for Global Advisors Managing a global organization with an annual budget of more than $200 million and comprised of more than 800 professionals and a team of highly experienced leaders who are responsible for daily support to the organization and its businesses to deliver on Global Advisors' strategic and financial objectives; adept at using analysis and productivity data to optimize staffing and production capacity, identifying new processes and/or partners to improve quality or increase productivity and/or profitability Supporting and ensuring adequate and documented service levels for critical operational functions including client onboarding, trade processing, new product and fund development, shareholder services, vendor oversight, operational risk management, fund governance, and liaising with external parties such as regulators, tax providers, auditors, custodians, prime brokers, fund administrators, etc. Setting direction and overseeing core technology functions including strategy, applications, infrastructure, enterprise architecture and data, technology modernization and IT governance; providing oversight for enterprise information security, program management and technology-related risk management Acting as primary liaison with such corporate functions as Risk Management and Compliance along with State Street as a provider of front, middle and back-office technology and operations, that include Alpha; partnering with State Street's Global Technology Services on key outsourced services (e.g., data center, end user experience, service desk, information security, access management, business continuity and infrastructure resiliency) Minimal Qualifications: Accomplished senior operations executive and/or technology leader with a successful record in transforming and streamlining global asset management operations and technology infrastructure resulting in organizational efficiency and a variety of front, middle and back-office automation tools and solutions that drive the business forward Results-focused individual with the persistence and patience necessary to work effectively with a variety of internal and external constituencies and drive results; demonstrated business knowledge acumen and ability to handle multiple priorities yet able to prioritize and effectively be the point of escalation on the most important deliverables or pressing issues of the moment Highly experienced in supporting such areas as trading, client onboarding, operations, fund management and administration, regulatory reporting, risk management and program management on a global basis Passion for driving IT efficiency, building successful enterprise solutions and realizing business value through operational efficiency and leveraging data Demonstrated interest and ability to anticipate and identify emerging problems and trends in a complex setting and collaboratively reach resolution; embraces a continual improvement mindset that results in more efficient business processes and technology solutions, and adoption through effective change management Excellent communication and presentation skills; ability to translate complex operational and technology solutions to business partners and in turn, effectively convey business requirements to Operations and Technology teams Track record of managing multi-year financial and strategic Plans effectively, with ability to identify self-funding opportunities, and deliver relevant KPIs and productivity metrics to mark progress Evidence of successful leadership and people management and demonstrated ability to parter and influence effectively Ideal Job Requirements: A minimum of 10-15 years of executive and people management experience in complex global asset management organizations A minimum of 20 years' experience in roles including asset management operations and/or technology Strong knowledge in market practice, operational controls and regulatory requirements related to the asset management business and various investment instruments along with having a working knowledge of industry challenges and opportunities Experience supporting a global institutional equity and fixed income index and/or ETF business and multi-asset solutions, a plus Ideally, an advanced degree (e.g., MBA) and experience with M&A evaluation and integration; however, neither is a requirement Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $300,000 - $412,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 a purpose-led and values-driven leader at every level. 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 Senior Manager, 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. A role within State and Local Tax services will provide you an opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to establish that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting, Taxation Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Degree Preferred : Master Degree Preferred Knowledge/Skills : Demonstrates intimate abilities and/or a proven record of success in the following areas: partnership tax compliance, public accounting practices, production of tax returns and their supporting work papers for the financial services industry, audit defense, and tax consulting. Demonstrates intimate abilities and/or a proven record of success in the preparation of partnership tax forms, including K-1s, FAS 109, FIN 48, tax controversy and tax structuring. Demonstrates intimate abilities and/or a proven record of success in identifying and addressing client needs, building solid relationships with clients, developing an awareness of firm services, communicating with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks, and communicating potential conflicts to a supervisor. Demonstrates intimate abilities and/or a proven record of success to identify target clients and generate new business or expand current service offerings while collaborating across different teams and business units. Demonstrates intimate abilities and/or a proven record of success as a team member, understanding personal and team roles, and contributing to a positive working environment by building solid relationships with team members. Ability to proactively seek guidance, clarification, and feedback while providing guidance, clarification, and feedback to less-experienced staff. Demonstrates intimate abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates intimate abilities and/or a proven record of success automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions, working with large, complex data sets to build models and leverage data visualization tools; and, Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/26/2024
Full time
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 a purpose-led and values-driven leader at every level. 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 Senior Manager, 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. A role within State and Local Tax services will provide you an opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to establish that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting, Taxation Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Degree Preferred : Master Degree Preferred Knowledge/Skills : Demonstrates intimate abilities and/or a proven record of success in the following areas: partnership tax compliance, public accounting practices, production of tax returns and their supporting work papers for the financial services industry, audit defense, and tax consulting. Demonstrates intimate abilities and/or a proven record of success in the preparation of partnership tax forms, including K-1s, FAS 109, FIN 48, tax controversy and tax structuring. Demonstrates intimate abilities and/or a proven record of success in identifying and addressing client needs, building solid relationships with clients, developing an awareness of firm services, communicating with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks, and communicating potential conflicts to a supervisor. Demonstrates intimate abilities and/or a proven record of success to identify target clients and generate new business or expand current service offerings while collaborating across different teams and business units. Demonstrates intimate abilities and/or a proven record of success as a team member, understanding personal and team roles, and contributing to a positive working environment by building solid relationships with team members. Ability to proactively seek guidance, clarification, and feedback while providing guidance, clarification, and feedback to less-experienced staff. Demonstrates intimate abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates intimate abilities and/or a proven record of success automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions, working with large, complex data sets to build models and leverage data visualization tools; and, Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 3 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in tax compliance and consulting services for the real estate industry and tax research methods including but not limited to Westlaw, RIA and CCH. Demonstrates thorough abilities and/or a proven record of success providing tax services to real estate owners, developers and publically traded REITs; producing and reviewing real estate partnership tax returns and investment trust corporate returns; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: - innovating through new and existing technologies, along with experimenting with digitization solutions; - working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/26/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 3 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in tax compliance and consulting services for the real estate industry and tax research methods including but not limited to Westlaw, RIA and CCH. Demonstrates thorough abilities and/or a proven record of success providing tax services to real estate owners, developers and publically traded REITs; producing and reviewing real estate partnership tax returns and investment trust corporate returns; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: - innovating through new and existing technologies, along with experimenting with digitization solutions; - working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a rapidly growing CPA firm based in South Dakota with additional office locations in Wyoming and Nebraska to find tax talent to join their team in remote, hybrid, and onsite roles. Don't live nearby? They provide a fantastic relocation package! What's the role? Tax Seniors and Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work are produced and delivered to clients within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Strong experience with agriculture industry tax returns is a plus! Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification is highly desired or ability to attain. Experience working in CCH ProSystem is a plus, but not required as training is provided. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages include the ability to work remotely during the transition to the area. Two medical insurance plan options. Prescription drug plan through SmithRX. Virtual medical service through Teledoc. Delta Dental and Optilegra, Inc. vision insurance plans. Company-paid life insurance. Supplemental insurance options for life, AD&D, STD, and LTD. Employee Assistance Program (EAP), travel assistance, hearing discount, and legal will prep services programs. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Continuing education and CPA assistance. Incredible potential for upward mobility and career growth. What will my schedule look like? Generally, you can flex the typical Monday-Friday 8a-5p schedule around any personal passions or family time as long as business needs are being met. Being in the public accounting industry, schedules reflect the busy season of the tax industry February through May with about 56 hours per week , but enjoy the comp time you earn for hours worked over 40 in a week as extra PTO and time off the rest of the year! Where are the roles located? This firm has hybrid and onsite roles available in: Rapid City and Faith, SD, Gillette and Torrington, WY, Chadron, Gordon, and Mullen, NE Remote work arrangements / remote work allowed so don't let location hold you back! So how can I be considered for these opportunities? The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm. What else are you hiring for? See all our openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.
04/26/2024
Full time
Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a rapidly growing CPA firm based in South Dakota with additional office locations in Wyoming and Nebraska to find tax talent to join their team in remote, hybrid, and onsite roles. Don't live nearby? They provide a fantastic relocation package! What's the role? Tax Seniors and Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work are produced and delivered to clients within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Strong experience with agriculture industry tax returns is a plus! Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification is highly desired or ability to attain. Experience working in CCH ProSystem is a plus, but not required as training is provided. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages include the ability to work remotely during the transition to the area. Two medical insurance plan options. Prescription drug plan through SmithRX. Virtual medical service through Teledoc. Delta Dental and Optilegra, Inc. vision insurance plans. Company-paid life insurance. Supplemental insurance options for life, AD&D, STD, and LTD. Employee Assistance Program (EAP), travel assistance, hearing discount, and legal will prep services programs. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Continuing education and CPA assistance. Incredible potential for upward mobility and career growth. What will my schedule look like? Generally, you can flex the typical Monday-Friday 8a-5p schedule around any personal passions or family time as long as business needs are being met. Being in the public accounting industry, schedules reflect the busy season of the tax industry February through May with about 56 hours per week , but enjoy the comp time you earn for hours worked over 40 in a week as extra PTO and time off the rest of the year! Where are the roles located? This firm has hybrid and onsite roles available in: Rapid City and Faith, SD, Gillette and Torrington, WY, Chadron, Gordon, and Mullen, NE Remote work arrangements / remote work allowed so don't let location hold you back! So how can I be considered for these opportunities? The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm. What else are you hiring for? See all our openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Accounting, Taxation Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA or Active Member of the Bar. Preferred Knowledge/Skills : Demonstrates a thorough level of xperience in any of the following areas: partnership tax compliance, public accounting practices, production of tax returns and their supporting work papers for the financial services industry, audit defense, and tax consulting. Demonstrates thorough level knowledge with the following: preparation of partnership tax forms, including K-1s, FAS 109, FIN 48, tax controversy and tax structuring. Experience identifying and addressing client needs, building solid relationships with clients, developing an awareness of firm services, communicating with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks, and communicating potential conflicts to a supervisor. Background as a team member, understanding personal and team roles, contributing to a positive working environment by building solid relationships with team members, proactively seeking guidance, clarification, and feedback, and providing guidance, clarification, and feedback to less-experienced staff. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/26/2024
Full time
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Accounting, Taxation Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA or Active Member of the Bar. Preferred Knowledge/Skills : Demonstrates a thorough level of xperience in any of the following areas: partnership tax compliance, public accounting practices, production of tax returns and their supporting work papers for the financial services industry, audit defense, and tax consulting. Demonstrates thorough level knowledge with the following: preparation of partnership tax forms, including K-1s, FAS 109, FIN 48, tax controversy and tax structuring. Experience identifying and addressing client needs, building solid relationships with clients, developing an awareness of firm services, communicating with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks, and communicating potential conflicts to a supervisor. Background as a team member, understanding personal and team roles, contributing to a positive working environment by building solid relationships with team members, proactively seeking guidance, clarification, and feedback, and providing guidance, clarification, and feedback to less-experienced staff. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients' complex accounting and financial reporting challenges, as well as their broader business issues. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Teamwork is an essential component of our group. As an associate, you will be constantly working as part of a broader team of all levels. This requires a consistent dedication to the quality of work, the ability to proactively seek guidance and feedback, taking ownership and leading, and contributing to a positive work environment. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Certification(s) Required : Before starting with PwC full-time, must meet all educational requirements to be eligible for the primary credential license appropriate for relevant practice area, such as having 150 credit hours for the CPA license in the state in which your office will be located or the educational requirements to license for other relevant credentials, for example the Certified Financial Analyst (CFA) or Project Management Professional (PMP). Preferred Qualifications : Preferred Fields of Study : Accounting, Accounting & Finance, Finance, Engineering and Business, Real Estate Additional Educational Preferences : A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered. Certification(s) Preferred : A credential must be obtained prior to being promoted to Manager: CPA or CFA preferred. Preferred Knowledge/Skills : Demonstrates thorough abilities and/or a proven record of success in financial issues, capital markets and product life cycle; knowledge which will be enhanced by working on various client engagements and assignments related to complex financial issuing, investing in or trading financial instruments. Candidates who have experience working with financial products that use LIBOR as a reference rate are desired. Demonstrates thorough abilities and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time including the following areas: Applying accounting, tax and regulatory standards to complex financial instruments; Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwriters, attorneys, etc.; Performing valuation analysis of financial instruments and structured products; Assessing the reasonableness of valuations and financial models prepared by others; and, Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations. Demonstrates thorough abilities and/or a proven record of success in problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas: Researching and analyzing clients, industry, and financial matters, while demonstrating technical and analytical skills; Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling; Applying accounting treatments of financial products and securitizations held by financial institutions, including familiarity with regulatory requirements related to securitization; and, Communicating effectively, both written and verbally, within a professional services business environment. Demonstrates thorough abilities and/or a proven record of success as a team leader: Participating in client discussions and meetings; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Being agile in a changing environment while managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues. Demonstrates thorough abilities and/or a proven record of success in automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and utilizing digitization tools to reduce hours and optimize engagements. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/26/2024
Full time
A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients' complex accounting and financial reporting challenges, as well as their broader business issues. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Teamwork is an essential component of our group. As an associate, you will be constantly working as part of a broader team of all levels. This requires a consistent dedication to the quality of work, the ability to proactively seek guidance and feedback, taking ownership and leading, and contributing to a positive work environment. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 2 year(s) Certification(s) Required : Before starting with PwC full-time, must meet all educational requirements to be eligible for the primary credential license appropriate for relevant practice area, such as having 150 credit hours for the CPA license in the state in which your office will be located or the educational requirements to license for other relevant credentials, for example the Certified Financial Analyst (CFA) or Project Management Professional (PMP). Preferred Qualifications : Preferred Fields of Study : Accounting, Accounting & Finance, Finance, Engineering and Business, Real Estate Additional Educational Preferences : A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered. Certification(s) Preferred : A credential must be obtained prior to being promoted to Manager: CPA or CFA preferred. Preferred Knowledge/Skills : Demonstrates thorough abilities and/or a proven record of success in financial issues, capital markets and product life cycle; knowledge which will be enhanced by working on various client engagements and assignments related to complex financial issuing, investing in or trading financial instruments. Candidates who have experience working with financial products that use LIBOR as a reference rate are desired. Demonstrates thorough abilities and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time including the following areas: Applying accounting, tax and regulatory standards to complex financial instruments; Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwriters, attorneys, etc.; Performing valuation analysis of financial instruments and structured products; Assessing the reasonableness of valuations and financial models prepared by others; and, Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations. Demonstrates thorough abilities and/or a proven record of success in problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas: Researching and analyzing clients, industry, and financial matters, while demonstrating technical and analytical skills; Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling; Applying accounting treatments of financial products and securitizations held by financial institutions, including familiarity with regulatory requirements related to securitization; and, Communicating effectively, both written and verbally, within a professional services business environment. Demonstrates thorough abilities and/or a proven record of success as a team leader: Participating in client discussions and meetings; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Being agile in a changing environment while managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues. Demonstrates thorough abilities and/or a proven record of success in automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and utilizing digitization tools to reduce hours and optimize engagements. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions. Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction. You'll be assisting our team with local tax laws, reporting requirements, statutory filings, corporate strategy, transfer pricing and indirect tax and other international taxation needs. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs : Global LoS : Tax Global Network : General Tax Consulting Global Competency Network : International Tax Services Go-To-Market : Not Applicable Sector : Not Applicable Programme Type : Contract Type - Not Applicable Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may also be considered. Minimum Years of Experience : 2 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in corporate and/or partnership taxation compliance and consulting within an international taxation environment. Demonstrates thorough knowledge of assisting financial services companies and investment managers to understand and assess the tax impact of their operations and transactions in multiple jurisdictions. Demonstrates thorough abilities and/or a proven record of success in tax structuring of funds and investments, and improvement of tax efficiencies of cross-border flows and exits to enhance investor returns. Demonstrates thorough abilities and/or a proven record of success in identifying and addressing client needs by: 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. Demonstrates thorough abilities and/or a proven record of success as a team leader by: supervising teams to create an atmosphere of trust; working with teams in multiple geographies; seeking diverse views to encourage improvement and innovation; and, coaching staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success as a tax technical professional researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates thorough abilities and/or a proven record of success with automation & digitization in a professional services environment including innovating through new and existing technologies, along with experimenting with digitization solutions and working with large, complex data sets to build models and leverage data visualization tools. Demonstrates thorough abilities and/or a proven record of success in pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/26/2024
Full time
A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions. Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction. You'll be assisting our team with local tax laws, reporting requirements, statutory filings, corporate strategy, transfer pricing and indirect tax and other international taxation needs. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs : Global LoS : Tax Global Network : General Tax Consulting Global Competency Network : International Tax Services Go-To-Market : Not Applicable Sector : Not Applicable Programme Type : Contract Type - Not Applicable Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may also be considered. Minimum Years of Experience : 2 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in corporate and/or partnership taxation compliance and consulting within an international taxation environment. Demonstrates thorough knowledge of assisting financial services companies and investment managers to understand and assess the tax impact of their operations and transactions in multiple jurisdictions. Demonstrates thorough abilities and/or a proven record of success in tax structuring of funds and investments, and improvement of tax efficiencies of cross-border flows and exits to enhance investor returns. Demonstrates thorough abilities and/or a proven record of success in identifying and addressing client needs by: 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. Demonstrates thorough abilities and/or a proven record of success as a team leader by: supervising teams to create an atmosphere of trust; working with teams in multiple geographies; seeking diverse views to encourage improvement and innovation; and, coaching staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success as a tax technical professional researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates thorough abilities and/or a proven record of success with automation & digitization in a professional services environment including innovating through new and existing technologies, along with experimenting with digitization solutions and working with large, complex data sets to build models and leverage data visualization tools. Demonstrates thorough abilities and/or a proven record of success in pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Senior Analyst, Client Processing to join our Wealth Management team. This role is located in Pittsburgh, PA. This role is a hybrid role with 3 days in the office and 2 days working from home. In this role, you'll make an impact in the following ways: Performs routine and non-routine client service and transactional support functions. Provides analytics and reporting services, working to improve and automate transaction processing systems. Advises organizational units/teams to ensure timely delivery of service, or resolution of issue. Provides oversight and direction to lower-level service roles in the successful delivery of support or service. Processes account related transactions per scheduled events/client authenticated direction. Answers inquiries and resolves problems or issues. Assesses needs and suggests/promotes alternative approaches to service models. Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Manages situations which may require adaptation of response or extensive research according to internal or external client response. To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required Experience in Security Operations is required 3-5 years of total work experience is preferred Experience in settlement processing is preferred At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/26/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Senior Analyst, Client Processing to join our Wealth Management team. This role is located in Pittsburgh, PA. This role is a hybrid role with 3 days in the office and 2 days working from home. In this role, you'll make an impact in the following ways: Performs routine and non-routine client service and transactional support functions. Provides analytics and reporting services, working to improve and automate transaction processing systems. Advises organizational units/teams to ensure timely delivery of service, or resolution of issue. Provides oversight and direction to lower-level service roles in the successful delivery of support or service. Processes account related transactions per scheduled events/client authenticated direction. Answers inquiries and resolves problems or issues. Assesses needs and suggests/promotes alternative approaches to service models. Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Manages situations which may require adaptation of response or extensive research according to internal or external client response. To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required Experience in Security Operations is required 3-5 years of total work experience is preferred Experience in settlement processing is preferred At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions. Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction. You'll be assisting our team with local tax laws, reporting requirements, statutory filings, corporate strategy, transfer pricing and indirect tax and other international taxation needs. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs : Global LoS : Tax Global Network : General Tax Consulting Global Competency Network : International Tax Services Go-To-Market : Not Applicable Sector : Not Applicable Programme Type : Contract Type - Not Applicable Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may also be considered. Minimum Years of Experience : 2 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in corporate and/or partnership taxation compliance and consulting within an international taxation environment. Demonstrates thorough knowledge of assisting financial services companies and investment managers to understand and assess the tax impact of their operations and transactions in multiple jurisdictions. Demonstrates thorough abilities and/or a proven record of success in tax structuring of funds and investments, and improvement of tax efficiencies of cross-border flows and exits to enhance investor returns. Demonstrates thorough abilities and/or a proven record of success in identifying and addressing client needs by: 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. Demonstrates thorough abilities and/or a proven record of success as a team leader by: supervising teams to create an atmosphere of trust; working with teams in multiple geographies; seeking diverse views to encourage improvement and innovation; and, coaching staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success as a tax technical professional researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates thorough abilities and/or a proven record of success with automation & digitization in a professional services environment including innovating through new and existing technologies, along with experimenting with digitization solutions and working with large, complex data sets to build models and leverage data visualization tools. Demonstrates thorough abilities and/or a proven record of success in pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/25/2024
Full time
A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions. Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction. You'll be assisting our team with local tax laws, reporting requirements, statutory filings, corporate strategy, transfer pricing and indirect tax and other international taxation needs. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs : Global LoS : Tax Global Network : General Tax Consulting Global Competency Network : International Tax Services Go-To-Market : Not Applicable Sector : Not Applicable Programme Type : Contract Type - Not Applicable Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may also be considered. Minimum Years of Experience : 2 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in corporate and/or partnership taxation compliance and consulting within an international taxation environment. Demonstrates thorough knowledge of assisting financial services companies and investment managers to understand and assess the tax impact of their operations and transactions in multiple jurisdictions. Demonstrates thorough abilities and/or a proven record of success in tax structuring of funds and investments, and improvement of tax efficiencies of cross-border flows and exits to enhance investor returns. Demonstrates thorough abilities and/or a proven record of success in identifying and addressing client needs by: 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. Demonstrates thorough abilities and/or a proven record of success as a team leader by: supervising teams to create an atmosphere of trust; working with teams in multiple geographies; seeking diverse views to encourage improvement and innovation; and, coaching staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success as a tax technical professional researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates thorough abilities and/or a proven record of success with automation & digitization in a professional services environment including innovating through new and existing technologies, along with experimenting with digitization solutions and working with large, complex data sets to build models and leverage data visualization tools. Demonstrates thorough abilities and/or a proven record of success in pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Personal Financial Service practice, within PwC Private, 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." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. 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 a purpose-led and values-driven leader at every level. 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 Senior Manager, 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 6 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/25/2024
Full time
A career in our Personal Financial Service practice, within PwC Private, 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." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. 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 a purpose-led and values-driven leader at every level. 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 Senior Manager, 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 6 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Degree Preferred : Master Degree Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international insurance industry and public accounting practices, internal domestic insurance tax departments or internal foreign insurance. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the insurance industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/25/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Degree Preferred : Master Degree Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international insurance industry and public accounting practices, internal domestic insurance tax departments or internal foreign insurance. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the insurance industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Personal Financial Service practice, within PwC Private, 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." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 2 year(s) Certification(s) Required : Certified Public Accountant or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure or Member of the Bar. Preferred Qualifications : Certification(s) Preferred : CPA or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and proven success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Wealth transfer planning; Business succession planning; International tax planning and tax return compliance; and Trust or estate work. Demonstrated thorough technical skills in tax compliance for high net worth individuals. Demonstrated thorough knowledge and professional experience with research, writing and consulting on various tax consulting matters including cross border issues, wealth planning projects, and family business tax structuring. Demonstrates a thorough level of abilities with, and/or a proven record of: Success as both an individual contributor and team member, identifying and addressing client needs; Actively participating in client discussions and meetings; communicating a broad range of Firm services; and, managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; Success as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner, keeping leadership informed of progress and issues, answering questions and providing direction to less-experienced staff. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/25/2024
Full time
A career in our Personal Financial Service practice, within PwC Private, 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." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 2 year(s) Certification(s) Required : Certified Public Accountant or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure or Member of the Bar. Preferred Qualifications : Certification(s) Preferred : CPA or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and proven success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Wealth transfer planning; Business succession planning; International tax planning and tax return compliance; and Trust or estate work. Demonstrated thorough technical skills in tax compliance for high net worth individuals. Demonstrated thorough knowledge and professional experience with research, writing and consulting on various tax consulting matters including cross border issues, wealth planning projects, and family business tax structuring. Demonstrates a thorough level of abilities with, and/or a proven record of: Success as both an individual contributor and team member, identifying and addressing client needs; Actively participating in client discussions and meetings; communicating a broad range of Firm services; and, managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; Success as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner, keeping leadership informed of progress and issues, answering questions and providing direction to less-experienced staff. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 3 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in tax compliance and consulting services for the real estate industry and tax research methods including but not limited to Westlaw, RIA and CCH. Demonstrates thorough abilities and/or a proven record of success providing tax services to real estate owners, developers and publically traded REITs; producing and reviewing real estate partnership tax returns and investment trust corporate returns; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: - innovating through new and existing technologies, along with experimenting with digitization solutions; - working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
04/24/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. 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 a purpose-led and values-driven leader at every level. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 3 year(s) Certification(s) Required : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent, or Member of the Bar. Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in tax compliance and consulting services for the real estate industry and tax research methods including but not limited to Westlaw, RIA and CCH. Demonstrates thorough abilities and/or a proven record of success providing tax services to real estate owners, developers and publically traded REITs; producing and reviewing real estate partnership tax returns and investment trust corporate returns; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: - innovating through new and existing technologies, along with experimenting with digitization solutions; - working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: 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. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: