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Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.
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The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
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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.
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Description & SummaryA 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.
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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.
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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. 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.
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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.
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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. 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.
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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.
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We are transforming the way we deliver tax services. 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.
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Uphold the firm's code of ethics and business conduct. 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.
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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. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotaxTravel RequirementsUp to 20%Job Posting End DateLearn 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.
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Initiate open and candid coaching conversations at all levels. To help us achieve this we have the PwC Professional; our global leadership development framework. Move easily between big picture thinking and managing relevant detail.
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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. 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.
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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.
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business strategy financial services jobs Title: tax senior
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