Personal Financial Advisors

**Overview**

To support our growing business, we are looking for additional **Sales Account Executives** to increase revenue in our Sharp Business Systems division. Currently, we are hiring in our **Tucson** area sales team.

The Sales Account Executive role is responsible for the execution of new business strategy and directly managing the interactions with existing customers to increase sales of an organization's products and/or services.

**Responsibilities**

+ Responsible for prospecting and developing new business sales relationships within assigned territory.

+ Meet or exceed established sales quota by selling Sharp technology solutions and services.

+ Partner internally with sales, operations, and service teams to achieve customer satisfaction.

+ Secure weekly client meetings virtually or in-person.

+ Complete sales activities via CRM tool set.

+ Review weekly with management, prospecting activity, sales pipeline activity and client activity.

+ Present proposals, presentations, and demonstrate the value adds of Sharp Technology Solutions.

+ Manage the Pre to Post sales and operational actions for implementation of client solutions at customer locations.

+ Consistently achieve monthly activity and revenue goals.

**Qualifications**

+ BS/BA in Business administration or related field preferred

+ B2B Outside sales experience in technology preferred

+ Relevant industry experience accepted in lieu of a college degree

+ Technology competent, understanding of MS Office applications and comfortable using Virtual Meeting Platforms (ie. MS Teams)

+ Experience working with Salesfore.com or similar CRM

+ Valid US driver’s license and reliable vehicle is required on a daily basis

**ABOUT US:** Sharp Business Systems (SBS) is a direct sales division of Sharp Electronics Corporation, the U.S. based subsidiary of Japan's Sharp Corporation. With the strategic solutions set that make up the Simply Smarter Office, Sharp Electronics is viewed as a leading provider of innovative technologies and services ranging from its highly acclaimed AQUOS interactive display panels and portfolio of multifunctional printers, to a proven suite of advanced workflow and managed IT services.

**Compensation for this position**

The compensation range for this role is $28,710- $49,720. The listed salary range or contractual rate excludes bonuses, incentives, differential pay, and any other forms of compensation or benefits. The starting salary will be determined by several variables, including but not limited to experience, education, training, certification, and location. You may also be eligible to receive an annual discretionary incentive award, commissions, and program-specific awards, which are subject to the rules governing these programs.

**Employee perks**

+ Flexible hybrid work schedules.

+ Comprehensive, family-friendly healthcare plans (medical, dental, vision).

+ 401k retirement plan with a competitive match and plenty of financial support tools.

+ Employee Assistance Plan to care for you and your family's mental and behavioral health, balance, and support. Financial protection for you and your family (life insurance and disability insurance)

+ Rewarding and wholistic wellness program.

+ Training, professional development, and mentorship

+ Full suite of voluntary insurance benefits for financial planning (auto, home, ID protection and legal)

+ Dynamic culture eager to innovate, enhance diversity, and work smarter.

_Sharp Electronics Corporation is an equal opportunity employer – minority/female/disability/veteran_

_\#li-Sd1_

**Job Location** _US-AZ-Tucson_

**Posted Date** _6 months ago_ _(6/2/2023 1:05 PM)_

**_Job ID_** _2023-7495_

**_Category_** _Sales_

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

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. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

PwC is leading the way as technology-enabled business 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. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

**Custom Orgs** :

**Global LoS** :

Tax

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

5 year(s)

**Certification(s) Required** :

CPA or Member of the Bar

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.

Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniormanager

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Develop new skills outside of comfort zone.

+ Act to resolve issues which prevent the team working effectively.

+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.

+ Analyse complex ideas or proposals and build a range of meaningful recommendations.

+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.

+ Address sub-standard work or work that does not meet firm's/client's 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 a variety of 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.

**Additional Responsibilities** :

PwC is leading the way as technology-enabled business 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. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

**Custom Orgs** :

**Global LoS** :

Tax

**Global Network** :

General Tax Consulting

**Global Competency Network** :

Industry Tax Practice

**Go-To-Market** :

Not Applicable

**Sector** :

Asset and Wealth Management

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Minimum Years of Experience** :

4 year(s)

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Demonstrates extensive-level knowledge and/or a proven record of success in compliance and consulting by:

+ Identifying and addressing client needs;

+ Actively participating in client discussions and meetings;

+ Communicating a broad range of Firm services;

+ Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;

+ Providing candid, meaningful feedback in a timely manner; and,

+ Keeping leadership informed of progress and issues.

Demonstrates extensive-level knowledge of automation & digitization in a professional services environment including:

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements; and,

+ Applying knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxmanager

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

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. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.

+ Delegate to others to provide stretch opportunities, coaching them to deliver results.

+ Demonstrate critical thinking and the ability to bring order to unstructured problems.

+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.

+ Review your work and that of others for quality, accuracy and relevance.

+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.

+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.

+ Use straightforward communication, in a structured way, when influencing and connecting with others.

+ Able to read situations and modify behavior to build quality relationships.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

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. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs

**Custom Orgs** :

**Global LoS** :

Tax

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Minimum Years of Experience** :

3 year(s)

**Preferred Qualifications** :

**Additional Educational Preferences** :

Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.

**Certification(s) Preferred** :

CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar.

**Preferred Knowledge/Skills** :

Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for mutual funds, ETFs, interval funds, business development companies etc.

Demonstrates thorough abilities and/or a proven record of success knowledge around Form 1120-RIC and the associated statements, elections and state requirements of RICs, shareholder reporting, Subchapter M of the IRC and related qualification tests, including:

+ Identifying and addressing client needs;

+ Actively participating in client discussions and meetings;

+ Communicating a broad range of Firm services;

+ Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;

+ Providing candid, meaningful feedback in a timely manner; and,

+ Keeping leadership informed of progress and issues.

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniorassociate

**Specialty/Competency:** Assurance

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you’ll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’ information.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Develop new skills outside of comfort zone.

+ Act to resolve issues which prevent the team working effectively.

+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.

+ Analyse complex ideas or proposals and build a range of meaningful recommendations.

+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.

+ Address sub-standard work or work that does not meet firm's/client's 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 a variety of 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.

**Additional Responsibilities** :

We’re leading the way as technology-enabled 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. PwC Assurance provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solving our clients’ needs.

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

5 year(s)

**Certification(s) Required** :

CPA License. International hires are required to hold the equivalent accounting certification in the selected individual's home country. Hires from a PwC affiliate firm must meet the credential requirements for a PwC US manager in that PwC affiliate firm.

**Preferred Qualifications** :

**Certification(s) Preferred** :

CPA license in work office state

**Preferred Knowledge/Skills** :

Demonstrates extensive knowledge and/or proven record of success in Generally Accepted Accounting Principles in the United States (U.S. GAAP), United States Generally Accepted Auditing Standards (U.S. GAAS) and the Public Company Accounting Oversight Board (PCAOB) standards, emphasizing an in-depth, extensive understanding - for the respective industry - of the applicable business and accounting issues, and technical accounting and financial reporting standards.

Demonstrates extensive abilities and/or proven record of success as a team leader and team member within the US Assurance practice of a global network of professional services consulting firms, including, but not limited to, the following areas:

Whole Leadership: pursuing opportunities to develop existing and new skills, which are outside of my comfort zone; maintaining positive energy in the face of obstacles or when dealing with complexity; and, acting to resolve issues, which prevent effective team working, even during times of change and uncertainty;

Global Acumen: maintaining a fresh perspective on global and cross-cultural issues; developing a perspective on key global trends, including globalization, and how they impact on client challenges; and, sowing my cultural dexterity by modifying my behavior to the environment;

Relationships: reacting positively and providing well reasoned and self-assured responses, even when challenged; managing a variety of viewpoints to build consensus and creating positive outcomes for all parties; and, managing the expectations of my clients, seeking and acting on client feedback;

Business Acumen: incorporating up-to-date technology/technology developments in my work; seeking opportunities to add value to client account planning; and, promoting new ideas and services by applying knowledge of the industry/sector and societal trends to create value for clients, PwC and broader stakeholders; and,

Technical Capabilities: building my knowledge of the firm's service offerings related to my area of specialization; seeking new learning opportunities to stay technical and relevant; identifying and sharing learnings at the end of a project; and, addressing sub-standard work or work which does not meet the firm's/clients expectations.

Demonstrates knowledge of automation & digitization in a professional services environment including: innovating through new and existing technologies, along with experimenting with digitization solutions; working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, utilizing digitization tools to reduce hours and optimize engagements.

So want to learn more? http://PwC.to/whatwedo

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-assurancemanager

\#LI-Remote

**Specialty/Competency:** Assurance

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you’ll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’ information.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

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. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.

+ Delegate to others to provide stretch opportunities, coaching them to deliver results.

+ Demonstrate critical thinking and the ability to bring order to unstructured problems.

+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.

+ Review your work and that of others for quality, accuracy and relevance.

+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.

+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.

+ Use straightforward communication, in a structured way, when influencing and connecting with others.

+ Able to read situations and modify behavior to build quality relationships.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

We’re leading the way as technology-enabled 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. PwC Assurance provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solving our clients’ needs.

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

2 year(s)

**Certification(s) Required** :

Bachelor Degree with minimum of 120 hours of coursework

**Preferred Qualifications** :

**Certification(s) Preferred** :

Meet all educational requirements to satisfy the 150 credit hour requirement necessary for the CPA license, or provide documentation satisfactory to the Firm that your CPA license can be obtained in the state in which your office will be located through reciprocity based on either a CPA license held, or CPA exam passed, in another state.

CPA license. International hires or hires from a PwC affiliate firm must have obtained the equivalent accounting credential in the individual's home country.

**Preferred Knowledge/Skills** :

Demonstrates thorough knowledge and/or a proven record of success of Generally Accepted Accounting Principles in the United States (U.S. GAAP), United States Generally Accepted Auditing Standards (U.S. GAAS) and the Public Company Accounting Oversight Board (PCAOB) standards, emphasizing an overall extensive understanding - for the respective industry - of the applicable business and accounting issues, and technical accounting and financial reporting standards.

Demonstrates thorough abilities and/or a proven record of success as a team leader and team member in a professional services consulting firm including the following areas:

Whole Leadership: using feedback and reflection to develop my self awareness, personal strengths and address development areas; delegating to others to provide stretch opportunities and coaching to help deliver results; and, proactively raising issues to improve effective team working;

Global Acumen: seeking and taking opportunities, which expose me to other businesses, industries and markets; facilitating collaboration across virtual teams (utilizing appropriate technology as applicable); building and maintaining a professional internal and external network;

Relationships: using straightforward communication, in a structured way, when influencing others; reading situations and being sensitive to others, modifying my behavior to build quality, diverse relationships; and, communicating with my clients, regularly updating them and sharing progress;

Business Acumen: learning about my clients' businesses and how they operate in the industry/marketplace, trying out new ideas and proposing innovative solutions to problems; gathering information from a range of sources when analyzing and solving complex problems; and,

Technical Capabilities: testing my own and others' work for quality, accuracy and relevance; developing knowledge of the firm's line of service capabilities and our portfolio of offerings; making the most of opportunities for technical development through on the job learning and exposure; and, sharing relevant thought leadership with my colleagues to enhance knowledge.

+ Experimentation with automation & digitization in a professional services environment including but not limited to:Innovating through new and existing technologies, along with experimenting with digitization solutions; and,

+ Working with large, complex data sets to build models and leverage data visualization tools.

So what does a typical day look like? http://PwC.to/joe

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-assuranceseniorassociate

\#LI-Remote

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

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. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

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. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs.

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

5 year(s)

**Certification(s) Required** :

CPA, Enrolled Agent or Member of the Bar

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Demonstrates intimate abilities and/or a proven record of success in compliance and consulting for mutual funds, ETFs, interval funds, business development companies etc.

Demonstrates intimate abilities and/or a proven record of success knowledge around Form 1120-RIC and the associated statements, elections and state requirements of RICs, shareholder reporting, Subchapter M of the IRC and related qualification tests, including:

+ Identifying and addressing client needs;

+ Actively participating in client discussions and meetings;

+ Communicating a broad range of Firm services;

+ Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;

+ Providing candid, meaningful feedback in a timely manner; and,

+ Keeping leadership informed of progress and issues.

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniormanager

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Support team to disrupt, improve and evolve ways of working when necessary.

+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.

+ Identify gaps in the market and spot opportunities to create value propositions.

+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.

+ Create an environment where people and technology thrive together to accomplish more than they could apart.

+ I promote and encourage others to value difference when working in diverse teams.

+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.

+ Influence and facilitate the creation of long-term relationships which add value to the firm.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

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. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

6 year(s)

**Certification(s) Required** :

CPA or Member of the Bar

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Thorough knowledge of structuring of funds and fund management companies to best limit tax liability. Considerable knowledge of alternate investment strategies and vehicles.

Extensive technical skills, including partnership tax Forms, including K1 and M1. Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection. Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.

Demonstrates a proven record of success as a tax technical team leader generating new business, proposal writing and delivery, collaborating across engagements and business units. Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop relationships and sell additional/new services.

Demonstrates experience in a professional services environment utilizing automation & digitization in a professional services environment, including but not limited to:

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leveraging data visualization tools to provide insights to clients; and,

+ Transforming the business by creating capacity and delivering an enhanced employee and client experience.

Proven experience with evaluating and negotiating new and existing contracts, as well as leveraging pricing tools to contribute to pricing strategies.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxdirector

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Develop new skills outside of comfort zone.

+ Act to resolve issues which prevent the team working effectively.

+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.

+ Analyse complex ideas or proposals and build a range of meaningful recommendations.

+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.

+ Address sub-standard work or work that does not meet firm's/client's 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 a variety of 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.

**Additional Responsibilities** :

PwC is leading the way as technology-enabled business 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. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

**Custom Orgs** :

**Global LoS** :

Tax

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

4 year(s)

**Certification(s) Required** :

CPA or Member of the Bar

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Demonstrates thorough knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Thorough knowledge of alternate investment strategies and vehicles.

Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs by:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to:

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and,

+ Utilizing digitization tools to reduce hours and optimize engagements.

Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxmanager

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

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, while acting 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, as well as providing 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.

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. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

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. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.

+ Delegate to others to provide stretch opportunities, coaching them to deliver results.

+ Demonstrate critical thinking and the ability to bring order to unstructured problems.

+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.

+ Review your work and that of others for quality, accuracy and relevance.

+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.

+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.

+ Use straightforward communication, in a structured way, when influencing and connecting with others.

+ Able to read situations and modify behavior to build quality relationships.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

PwC is leading the way as technology-enabled business 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. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

**Custom Orgs** :

**Global LoS** :

Tax

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Additional Educational Requirements** :

Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations

**Minimum Years of Experience** :

2 year(s)

**Preferred Qualifications** :

**Certification(s) Preferred** :

CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar.

**Preferred Knowledge/Skills** :

Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles.

Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by:

+ Actively participating in client discussions and meetings;

+ Communicating a broad range of Firm services;

+ Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues;

+ Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;

+ Providing candid, meaningful feedback in a timely manner; and,

+ Keeping leadership informed of progress and issues.

As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.

Experimentation with automation & digitization in a professional services environment including but not limited to:

+ Innovating through new and existing technologies, along with experimenting with digitization solutions; and,

+ Working with large, complex data sets to build models and leverage data visualization tools.

Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

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.

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniorassociate