Manager - Tax Information Reporting, Withholding & Transformation

Posted 9 Hours Ago
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7 Locations
Hybrid
99K-266K Annually
Mid level
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The Role
Lead tax information reporting and withholding engagements (Forms 1099, 1042-S, 1042, 945, ACA). Review W-8/W-9, analyze financial data, prepare and file tax returns, design process improvements using automation and AI, manage multiple client engagements, budgets and cross-functional teams, and coach onshore/offshore staff to ensure compliance and reduce risk.
Summary Generated by Built In
The Opportunity
As a Manager - Tax Information Reporting, Withholding & Transformation, you will lead information reporting and withholding engagements, including Forms 1099, 1042-S, 1042, 945, ACA reporting, and related compliance activities. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.
As a Manager, you will enhance your leadership style by motivating, developing, and inspiring others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. In this role, you will embrace technology and innovation to enhance your delivery and encourage others to do the same.
In this role at PwC, you will serve as a trusted advisor by translating complex technical issues into practical business solutions. You will design and improve tax reporting processes through standardization, automation, AI, and operational best practices, while managing multiple client engagements, project timelines, budgets, and cross-functional teams.
Responsibilities
- Leading tax information reporting and withholding engagements, including Forms 1099, 1042-S, 1042, 945, and ACA reporting
- Reviewing Forms W-8 and W-9 to provide guidance on withholding, reporting, and documentation requirements
- Designing and improving tax reporting processes through standardization, automation, and operational best practices
- Managing multiple client engagements, project timelines, budgets, and cross-functional teams
- Coaching and developing onshore and offshore professionals to maintain quality client delivery
- Identifying risks, resolving complex issues, and driving continuous improvement across client operations
- Building strong relationships with clients across tax, treasury, finance, payroll, legal, and technology functions
- Analyzing financial data to validate compliance with tax laws and regulations
- Preparing and filing tax returns to assist businesses in meeting their tax obligations
- Utilizing analytical thinking to monitor and analyze financial trends for strategic tax planning
What You Must Have
- At least a Bachelor's degree
- At least 4 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Demonstrating proficiency in tax information reporting and withholding
- Excelling in managing client engagements and multiple priorities
- Utilizing automation and AI to enhance operational processes
- Leading and coaching onshore and offshore teams effectively
- Building strong relationships across tax, finance, and technology functions
- Analyzing financial trends and regulatory compliance for insurance clients
- Developing tax reporting processes through standardization and best practices
The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
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Skills Required

  • Bachelor's degree
  • At least 4 years of experience
  • Hold a CPA, Member of the Bar, or other tax/technology/finance-specific credential (at least one)
  • Proficiency in tax information reporting and withholding (Forms 1099, 1042-S, 1042, 945, ACA)
  • Experience designing and improving tax reporting processes through standardization, automation, or AI
  • Experience managing client engagements and coaching onshore and offshore teams
  • Ability to analyze financial trends and validate regulatory compliance (insurance client experience a plus)

What the Team is Saying

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PwC Compensation & Benefits Highlights

  • Retirement Support An employer-funded Wealth Builder contribution sits alongside the 401(k), a distinctive feature that strengthens long-term savings and is highlighted as a clear plus.
  • Parental & Family Support Policies include 12 weeks of paid leave for all parents with a phased return, along with support for fertility, surrogacy/adoption, and childcare resources.
  • Wellbeing & Lifestyle Benefits Mental-health commitments, coaching and app access, fitness programs, hybrid flexibility, and firmwide U.S. shutdown weeks underscore a strong focus on wellbeing, with recent recognition for excellence in health and well-being.

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The Company
HQ: New York, NY
370,000 Employees
Year Founded: 1998

What We Do

Build what’s next — with tech that matters PwC provides professional services across Audit and Assurance, Advisory and Tax — powered by a global network of over 370,000 people in 149 countries. You may know us for our business expertise, but technology is core to how we help clients move faster, build trust and deliver meaningful outcomes. As a technologist, you’ll work on agile teams with experienced engineers and product thinkers — using AI, cloud, cybersecurity and more to design scalable, real-world solutions. You’ll keep learning, stay challenged and be part of a network where your growth is built in — and your work drives what’s next.

Why Work With Us

At PwC, our professionals include technologists, engineers, programmers and consultants working across AI, cloud, cybersecurity, data and more. You’ll explore innovative ways to help clients transform their business through technology—reducing complexity, unlocking value and shaping a more agile, data-driven future.

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