Partner Tax Preparation Advisor Senior Manager

Posted 19 Hours Ago
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4 Locations
Hybrid
91K-322K Annually
Senior level
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The Role
Leads partnership tax preparation, planning, and compliance for high-net-worth individuals and privately owned businesses. Reviews tax returns and documentation, interprets tax legislation, analyzes financial statements and risks, guides complex calculations, resolves issues, manages workstreams, coaches teams, and communicates with stakeholders while improving tax processes and maintaining professional standards.
Summary Generated by Built In
The Opportunity
As a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work for high-net-worth individuals and privately owned businesses, using your tax planning skills to help clients navigate complex regulations and support well-informed decisions within our Tax Services practice. As a Senior Manager you will lead large work efforts, provide strategic direction, coach teams through complex issues, and use sound judgment to balance priorities, communicate clear guidance, and support results across multiple stakeholders. In this role at PwC, you will bring together technical tax knowledge, client service focus, and practical problem-solving to manage workstreams, review deliverables, and contribute to process improvements that support private tax engagements.
Responsibilities
- Advising clients and internal teams on partnership tax preparation, planning, and compliance for high-net-worth individuals and privately owned businesses
- Reviewing partnership tax returns, supporting schedules, and related tax documentation for accuracy and consistency
- Translating complex tax legislation, tax accounting, and tax research into practical filing and planning actions
- Guiding preparation of tax calculations, capital gains tax items, income tax provisions, and trust or estate documentation
- Analyzing financial statements, account reconciliations, and tax risk matters to identify filing issues and planning opportunities
- Leading workstreams that coordinate tax compliance support, drafting, and issue resolution across multiple cases
- Coaching team members on tax preparation, communication of findings, and use of digital tools and AI-enabled workflows
- Validating client input, discussing alternative approaches, and adjusting deliverables based on feedback and changing requirements
- Strengthening relationships with internal stakeholders by communicating status, clarifying priorities, and resolving blockers
- Modeling firm tax standards, code of conduct, and independence requirements while guiding work through complexity
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- 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
- At least 6 years of experience
What Sets You Apart
- Demonstrating partnership tax preparation and review experience
- Navigating private tax client issues and complex compliance matters
- Applying systems thinking to identify tax planning opportunities
- Crafting clear messages for clients and stakeholder groups
- Coaching teams through ambiguity and changing priorities
- Modeling tax standards, code of conduct, and independence requirements
The salary range for this position is: $91,000 - $321,500. 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.

Skills Required

  • Bachelor's degree in Accounting or Finance
  • CPA, Member of the Bar, or another qualifying tax, technology, or finance-specific credential
  • At least 6 years of professional experience
  • Partnership tax preparation and review experience
  • Experience handling private tax client issues and complex compliance matters
  • Ability to identify tax planning opportunities using systems thinking
  • Strong written and verbal communication with clients and stakeholders
  • Experience coaching teams through ambiguity and changing priorities
  • Knowledge of tax standards, codes of conduct, and independence requirements

What the Team is Saying

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PwC Compensation & Benefits Highlights

  • Parental & Family Support — Paid parental leave is set at 12 weeks for all parents, complemented by adoption/surrogacy leave and family-caregiver leave. Backup childcare, childcare discounts, eldercare resources, tutoring, and fertility-related benefits further reinforce family support.
  • Leave & Time Off Breadth — Time off spans vacation, holidays, personal/family sick time, bereavement, and other leave programs, with some practices including two firmwide week-long shutdowns in July and December. This breadth provides multiple avenues to step away when client demands allow.
  • Retirement Support — A layered approach pairs a 401(k) with employer matching and an employer-funded Wealth Builder plan, both using graded vesting. This structure provides multiple avenues to build long-term savings.

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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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