The Partner Tax Preparation Advisor program (PTPA) team is a national team comprised of dedicated tax professionals who serve as trusted advisors that provide tax compliance and tax planning guidance to the owners of PwC, both Partners and Principals, across the US. 

CPA, Enrolled Agent or Member of the Bar

Demonstrates intimate abilities and/or a proven record of success in the following areas:

• Demonstrates an intimate knowledge of consulting with high net worth individuals on some of the following areas: tax planning, financial planning, wealth transfer planning, business succession planning or trust and estate work;
• Demonstrates comprehensive technical skills that include, but not limited to, partnership K-1 income, state tax credits, composite returns, AMT, Schedules A, B, C, D, E review, tax return production and year end wrap-up;
• Demonstrates considerable experience in identifying and addressing complex client needs. Serves as a Subject Matter Specialist in one or more complex areas such as foreign tax credit, gift tax, financial planning or PwC K-1;
• Demonstrates a proven record of leading teams, and coaching others;
• Leads as a tax advisor, including developing relationships within PwC with teams such as PFS, Partner Affairs, Partnership Tax, Law Firm services, etc, sharing new planning ideas with partners/clients and doing so with a & 34;One Firm& 34; service mindset;
• Demonstrates knowledge of automation & digitization and leads by example by leveraging and or suggesting / developing digital solutions;
• Develops and/or leads implementation of solutions (including digitization tools) to improve quality of deliverables, reduce hours and optimize engagements; and,
• Demonstrates comprehensive project management skills and ability to lead various work streams including PTPA strategic priorities.

Demonstrates intimate abilities and/or a proven record of success as a team leader:

• Proving ability to manage partnership K-1 income, state tax credits, composite returns, Schedules A, B,C, D, E and year end planning; 
• Leveraging a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals within a global network of professional services firms; 
• Utilizing firm-issued technologies, e.g., Microsoft Office: Word, Excel PowerPoint, SharePoint; 
• Leveraging technical skills with reviewing individual tax returns and tax planning for partners within a firm or executives, especially identifying and addressing client tax issues; identifying a broad range of planning issues that are applicable to the partner and directing them to the appropriate internal resources for assistance; 
• Leading and collaborating with team members virtually, including managing and supporting the work/life balance of the team; 
• Building and maintaining trusting client relationships at the executive level; 
• Managing and leading 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; 
• Utilizing project management and communication skills, including managing resource; requirements, project workflow, budgets, and preparing, coordinating, reviewing and presenting complex written and verbal materials; 
• Working within various tax preparation software and on-line tax organizers, especially leading executives to understand and use various proprietary software and websites; 
• Researching complex individual tax issues and leading on-going change and leveraging new technology; and, 
• Demonstrating success as a tax technical business advisor, including developing new relationships.