Tax Manager-PFS Group

PricewaterhouseCoopers is the world's largest professional services organization with over 150,000 people in more than 150 countries. We are committed to attracting and retaining the very best human resource assets possible - one of our 'six forces' shaping the future of business.Relocation Information: NoDescription:
PricewaterhouseCoopers is the largest professional services firm in the world, with the ability to offer our clients the global reach, industry insights, and multi-disciplinary range of services they demand. We are proud to have been named one of Fortune Magazine's 100 Best Companies to Work For in 2005 and 2006, and named one of the Top 10 Companies for Working Mothers by Working Mother magazine in 2005.Currently, we have an opportunity available for an Estate and Trust Tax Manager in our Personal Financial Services (PFS) tax practice in San Jose, California. The PFS practice provides tax, wealth transfer, private wealth management, and financial and estate planning services to closely held business owners, corporate executives, high net-worth individuals, and families. This position is a mix of 40% consulting and 60% compliance, and involves obtaining an in-depth understanding of our clients’ financial goals and developing strategies to achieve these objectives. As part of a national practice, PFS Managers have access to experts and innovative thought leaders around the country in developing solutions for their clients.A PFS Estate and Trust Tax Manager manages numerous client relationships in a fast-paced environment. The Tax Manager will assist clients in meeting financial planning objectives by using a range of tools (including wealth transfer and estate planning) and will research and draft technical tax memoranda on individual, fiduciary and Estate and Gift tax issues for the Firm's high net worth and corporate executive clients. In addition, the Tax Manager will review and sign a variety of tax returns. The Tax Manager will also serve as a subject matter expert for other groups in the San Jose office, and will help lead training seminars covering estate, trust and gift tax issues. Responsibilities include supervision and development of staff and identifying opportunities for additional tax services at existing clients and potential targets.
REQUIREMENTS
Education Requirement:
Qualified candidates are required to have a Bachelor's degree (Accounting specialization preferred); and be a CPA, Certified Financial Planner, Enrolled Agent and/or a JD who has been admitted to the Bar. An advanced degree (Masters, JD or LLM) is a plus.Essential Requirements:
Successful candidates will have a strong tax technical background as a result of five or more years experience in individual , fiduciary and Estate and Gift tax compliance, consulting and research in a tax professional services firm, industry and/or law firm. Knowledge of entity taxation relevant for high net worth clients, such as closely owned corporations and family limited partnerships, is also desired. Excellent written and verbal communication skills are required, as is prior supervisory experience.