Banking & Capital Markets Tax Manager at PwC San Francisco, CA

Banking & Capital Markets Tax Manager – PwC, San Francisco, CA.

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, and act 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, and provide 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.

• Act as a strategic consultant related to business analysis, managing working capital, profit sharing for partners, and advising on local and overseas tax affairs.
• Provide advice on pricing implications of goods and services between related parties and tax implications of deals.
• Help clients navigate national and international tax environments, capital requirements, operational tax risks, and investment implications in different jurisdictions.

• Develop new skills outside of comfort zone.
• Resolve issues that prevent the team from working effectively.
• Coach others, recognise their strengths, and encourage ownership of personal development.
• Analyse complex ideas or proposals and build meaningful recommendations.
• Use multiple sources of information including stakeholder views to develop solutions and recommendations.
• Address sub‑standard work or work that does not meet firm/client expectations.
• Use data and insights to inform conclusions and support decision‑making.
• Develop a point of view on key global trends and how they impact clients.
• Manage diverse viewpoints to build consensus and create positive outcomes for all parties.
• Simplify complex messages, highlighting and summarising key points.
• Uphold the firm’s code of ethics and business conduct.

• Leverage technology‑enabled tax advisory services through digitisation, automation, and increased efficiencies.
• Utilise technical knowledge, industry insights, and cross‑firm knowledge to solve client problems.

• Minimum Degree:
  Bachelor’s Degree
• Required Field of Study:
  Accounting
• Minimum Years of
  
  Experience:
  
  4 years
• Certification(s)
  
  Required:
  
  CPA, or other tax/technology/finance credentials; membership in the bar is acceptable.

• Extensive success in dealing with tax issues for multinational US companies or publicly traded entities.
• Experience as a tax technical professional researching business and industry trends.
• Experience with automation and digitisation in a professional services environment, including innovation with new technologies and data analytics.
• Strong skills in pricing, client value, negotiation, contract review, and pricing options.
• Experience in client discussions, communication of firm services, and managing engagements with accurate documentation.
• Knowledge of corporate planning, tax accounting, financial reporting, ASC Ꝁ, and tax provision preparation.
• Technical skills with tax tools such as Corptax, One Source, or similar platforms.
• Research skills using Westlaw, RIA, CCH.
• Leadership experience creating positive environments, monitoring workloads,…