Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, reviewing and analyzing financial data, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You will be instrumental in driving business growth, shaping client engagements, and mentoring the next generation of leaders.In this role, you will be a guardian of PwC's reputation, fostering a healthy working environment and maximizing client satisfaction. You will cultivate potential in others and actively collaborate across the PwC Network, leveraging collective strengths to convert market opportunities into successes for the firm. Your role will involve promoting technological advances and creating an environment where people and technology thrive together, all while adhering to professional and technical standards.Responsibilities- Leading strategic tax planning and compliance initiatives for asset and wealth management clients- Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements- Analyzing financial data to identify tax optimization opportunities and minimize compliance risks- Developing and implementing innovative tax strategies to support business growth and client satisfaction- Mentoring and guiding junior team members in tax compliance and strategic planning- Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights- Driving thought leadership by developing new ideas and solutions in the tax compliance space- Cultivating and maintaining executive-level client relationships to enhance service delivery- Promoting technological advancements to streamline tax processes and improve efficiency- Identifying market gaps and converting opportunities into successful outcomes for the firmWhat You Must Have- At least a Bachelor's degree- At least 8 years of experience- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart- Leading strategic initiatives in asset and wealth management tax- Driving business growth through innovative tax solutions- Mentoring future leaders in tax compliance and planning- Cultivating executive-level client relationships and satisfaction- Promoting technological advances in tax services- Identifying market gaps and converting opportunities to success- Developing new ideas and solutions for complex tax challengesTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 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: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York; CT-Stamford; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; FL-Miami; MD-Baltimore; MA-Boston; CA-Sacramento; TN-Nashville; NJ-Florham Park; CA-San Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; CT-Hartford; TX-HoustonType: Full time
$99k - $266k
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...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- The Tax Director will oversee tax compliance, planning, reporting, and structuring for the firm's investment funds and management company entities. Reporting directly to the CFO, this individual... ...experience in alternative investments, asset management, public accounting, or...AssetPermanent employmentLocal area
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...Capital MarketsSpecialismIndustry Tax PracticeManagement... ...Banking & Capital Markets Tax Director, you will focus on providing... ...financial services- Leading project management initiatives in banking and... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b- ...interact closely with senior professionals and clients, and contribute to a dynamic, apprenticeship-driven culture across Asset & Wealth Management. As part of the program, you can apply to multiple business/location combinations in a recruiting year, with guidance to...AssetFull timeApprenticeship
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- ...combined power of our distinctive investment management capabilities, we provide a wide range of... ...purchase planJob DescriptionThe Fund Tax team is responsible for overseeing tax compliance... ...qualification testing, including income, asset diversification, and distribution...AssetFull timeWork at officeFlexible hours
- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm.KPMG is currently seeking a Tax Manager to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
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...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Director, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b- ...please read on! THE ROLE The LATAM Tax Director owns the tax function for Live Nation Entertainment... ...and controls under which tax is managed across LATAM jurisdictions, and hold the... ..., sick time, and personal days WEALTH : 401(k) program with company match, stock...Permanent employmentLocal areaWorldwideFlexible hours
$148.79k - $230.21k
...section of the system.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client... ...of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and...AssetFull timeFlexible hours- ...RoboStrategy as Vice President, Private Wealth Distribution About RoboStrategy RoboStrategy... ..., while offering strategic, actively managed access to long-term industry leaders.... ...• A proven, verifiable record of raising assets through the wealth channel, with specific...AssetWork at officeImmediate start
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...Description & SummaryThe OpportunityAs a Manager in Audit Center of Excellence - Income Tax - External Audit, you will lead... ...with engagement teams, Managing Directors, Partners, and client... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b- ...office senior leadership (Directors) and will be... ...financial reporting, treasury management, and investment operations... ..., and personal assets while ensuring the highest... ...limited to:Financial & Tax ReportingOversee the accounting... ...with execution of wealth preservation and succession...AssetTemporary workWork at office
$116.2k - $212.9k
...the most technically demanding tax planning projects around. You’... ...and business acumen. As a Manager in Private Tax, you will be at... ...structures. Supporting clients in wealth transfer, succession planning,... ..., US residents holding nonUS assets, or foreign nationals holding...AssetWork experience placementPrivate practiceSummer holidayFlexible hours
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