Tax Director - Personal Financial Services

PwC

Tax Consulting

Chicago, IL - USA

Director

Hybrid

Experteer Overview

As Director in PwC Private Personal Financial Services, you lead the creation and delivery of impactful financial advisory offerings for private clients. You set strategic direction, drive business development, and oversee multiple engagements while sustaining executive-level client relationships. You mentor future leaders and uphold PwC’s standards of quality, integrity, and inclusion. You will help clients improve operational efficiency and design wealth strategies across personal finance, tax, and planning domains, contributing to the firm’s growth and trusted advisor status.

Compensation / Benefits

medical, dental, vision
401k
holiday pay
vacation
personal and family sick leave

Responsibilities

Lead the creation and implementation of financial advisory services
Set strategic direction and drive business development
Oversee multiple projects and maintain executive-level client relations
Mentor and develop future leaders
Uphold the firm's reputation for quality, integrity, and inclusion
Assist clients in improving operational efficiency and personal wealth strategy
Develop, design, and implement plans to achieve personal wealth goals
Provide advisory services for audit, tax compliance, and planning

Key requirements

Bachelor's Degree in Accounting
8 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify

Relationship development with affluent clients Leadership and mentoring Strategic thinking Financial planning and wealth transfer planning Form 1040 and Form K1 handling Tax compliance and planning advisory

Description

As Director in PwC Private Personal Financial Services, you lead the creation and delivery of impactful financial advisory offerings for pri…

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