Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management - Tax Senior Associate

$77k - $214k

PricewaterhouseCoopers

Specialty/Competency: Industry Tax Practice

Industry/Sector: Asset and Wealth Management

Time Type: Full time

Travel Requirements: Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Respond effectively to the diverse perspectives, needs, and feelings of others.

Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

Use critical thinking to break down complex concepts.

Understand the broader objectives of your project or role and how your work fits into the overall strategy.

Develop a deeper understanding of the business context and how it is changing.

Use reflection to develop self awareness, enhance strengths and address development areas.

Interpret data to inform insights and recommendations.

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

  • Lead digitization and automation efforts

  • Solve intricate tax challenges

  • Mentor and guide junior team members

  • Foster and sustain client relationships

  • Gain thorough understanding of business contexts

  • Navigate complex tax scenarios effectively

  • Grow personal brand and technical skills

  • Uphold exceptional professional and technical standards

What You Must Have

  • Bachelor's Degree in Accounting

  • 2 years of experience

  • Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

What Sets You Apart

  • Innovating through new and existing technologies

  • Experimenting with digitization solutions

  • Working with large, complex data sets

  • Building models and leveraging data visualization tools

  • Exposure to pricing and client worth

  • Reviewing contracts and finding new pricing options

  • CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

  • Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

The salary range for this position is: $77,000 - $214,000. 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:

As 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:

Learn more about how we work:

For 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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:

#LI-Hybrid

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Columbus, OH vacancy
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC...  ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Columbus, OH
    4 days ago
  •  ...JOB DESCRIPTION As a Private Alternatives Account Manager within the Asset Management's Intermediary Services, you will focus on client...  ...background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products... 
    Senior
    Asset

    J.P. Morgan

    Columbus, OH
    3 days ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in...  ...progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Columbus, OH
    4 days ago
  • $104.5k - $145k

     ...working in a globally diverse organization? Join J.P. Morgan's Asset & Wealth Management Operations team as a Business Manager, where you'll drive...  ...with an eye toward streamlining processes and prepare senior management for internal and external meetings (e.g., prepare... 
    Senior
    Asset

    JPMorgan Chase Bank, N.A.

    Columbus, OH
    3 days ago
  • $121.9k - $262.1k

     ...About The Role The Senior Wealth Strategist serves as the...  ...partners closely with Wealth Management Advisors (WMAs) and...  ...across estate, income tax, gift and estate tax,...  ...all our valuable assets —including you. Compensation...  ...Third Bank, National Association is proud to have an... 
    Senior
    Asset
    Bank staff
    Shift work

    Fifth Third

    Columbus, OH
    1 day ago
  •  ...Implementation Product Owner for Managed Investments, you will...  ...shaping the future of wealth management advisory...  ...operating model and associated platform to support over...  ...and advisory assets while looking to save substantial...  ...program with strong senior leadership support and... 
    Senior
    Asset
    Work at office

    J.P. Morgan

    Columbus, OH
    21 days ago
  •  ...Job Description Senior Tax Accountant - Columbus, OH Who: A detail-oriented and collaborative...  ...leaders regarding project status. • Manage time effectively to meet budgets and...  ...• Experience with CCH Axcess, CCH Fixed Assets, CaseWare, and SurePrep. • Knowledge... 
    Senior
    Asset
    Full time
    Work at office
    Flexible hours

    Staff Financial Group

    Columbus, OH
    2 days ago
  •  ...DESCRIPTION Shaping the future of Wealth Management data, the KYC Data Product team builds...  ...Summary As a KYC Data Product Manager (Senior Associate) in JP Morgan's Wealth Management...  ...financial transaction processing and asset management. We offer a competitive... 
    Senior
    Asset

    J.P. Morgan

    Delaware, OH
    20 days ago
  •  ...clean data keep operations moving. As a Senior Tax Associate on the Indirect Tax Operations team,...  ...responsibilities: Conduct evaluations of and manage ensuing projects around automation...  ..., financial transaction processing and asset management. We offer a... 
    Senior
    Asset

    JPMorgan Chase & Co.

    Columbus, OH
    13 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with...  ...investment opportunities, retirement planning, and wealth management strategies. As a Senior Wealth Advisor at WealthBridge, you... 
    Senior

    WealthBridge Financial Group

    Columbus, OH
    4 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... 
    Asset
    Full time
    H1b

    PwC

    Columbus, OH
    1 day ago
  •  ...your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan...  ...quo and striving to be best-in-class. As a Senior Associate - Product Owner on the Asset Wealth Management (AWM) Product & Transformation Team, you... 
    Senior
    Asset

    J.P. Morgan

    Columbus, OH
    1 day ago
  •  ...Financial Manager Are you someone who has an interest in Financial Analysis and...  ...globally diverse organization? JP. Morgan Asset and Wealth Management Finance and Business...  ...Chase & Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Relocation package

    Chase

    Columbus, OH
    4 days ago
  • $125k - $150k

     ...about us: We are a premier tax consulting firm dedicated to...  ...we believe that our greatest asset is our people. We offer more...  ...high-stakes reverse audits, manage complex audit defense, and serve...  ...are seeking a high-caliber Senior Associate (or Manager) to join our elite... 
    Senior
    Asset
    Local area

    Jobot

    Columbus, OH
    1 hour ago
  • Job Description Join the Banking & Wealth Management Controllers team for an opportunity to work in a dynamic environment and partner...  ...Reporting, CCB Treasury, and other groups within the Firm. As a Senior Associate in the Banking & Wealth Management Controllers team, you... 
    Senior
    Work experience placement
    Local area
    Immediate start
    Relocation
    Relocation package

    JPMorganChase

    Columbus, OH
    2 days ago
  • JPMorganChase is looking for a Senior Associate in their Banking & Wealth Management Controllers team, located in Columbus, Ohio. This role involves reporting and analysis of Wealth Management products, and requires a Bachelor's degree in Accounting or Finance and extensive... 
    Senior

    JPMorganChase

    Columbus, OH
    2 days ago
  •  ...Senior Accountant We are seeking a highly motivated and detail-oriented Senior Revenue...  ...team. This role will be responsible for managing and analyzing revenue recognition processes...  ...a unique portfolio of companies to offer asset-free services that cover all key aspects... 
    Senior
    Asset
    Contract work
    Work at office
    Worldwide

    Vista Global Holding Limited

    Columbus, OH
    2 days ago
  •  ...Community Name: Ravines Edge The Senior Staff Accountant is responsible for coordinating...  ...GAAP Create and analyze liability, asset, and capital accounts by compiling data...  ...and other reports to be used by management for analyzing financial information... 
    Senior
    Asset
    Work at office
    Local area

    United Church Homes, Inc.

    Columbus, OH
    2 days ago
  •  ...Carbon Accounting Specialist, Senior Associate in Operational Sustainability Make an impact by...  ...helping shape how organizations measure and manage their carbon footprint. You will play a...  ..., financial transaction processing and asset management. We offer a competitive... 
    Senior
    Asset
    Visa sponsorship

    Chase

    Columbus, OH
    3 days ago
  • $150k - $190k

    Vontier is seeking a Principal Product Manager for Asset Construction Management (ACM) in Columbus, Ohio. In this role, you will manage the vision and execution of ACM by coordinating product strategies and collaborating with cross-functional teams. Candidates should possess... 
    Senior
    Asset

    Vontier

    Columbus, OH
    1 day ago
  • $134k - $224k

    Nationwide, a Fortune 100 company, is seeking a Senior Investment Professional in Columbus, Ohio. This role focuses on investment management and asset allocation, requiring significant judgment on complex ALM and SAA problems. The ideal candidate has a Bachelor’s degree... 
    Senior
    Asset

    OhioX, Inc.

    Columbus, OH
    1 day ago
  •  ...Senior Financial Advisor Meeder Investment Management is an employee-owned firm that has helped clients...  ...over $25 billion in assets under management, advisement...  ...solutions. Meeder associates enjoy a dynamic working...  ...thriving firm. The Meeder Wealth Management team... 
    Senior
    Asset

    Meeder Investment Management

    Dublin, OH
    5 days ago
  •  ...and time-sensitive items to Client Account Managers, management, and/or appropriate internal...  ..., and internal stakeholders. About Asset Management Asset Management is a leading...  ...ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment... 
    Asset
    Worldwide

    J.P. Morgan

    Columbus, OH
    5 days ago
  • lululemon is seeking a Senior Manager, Facilities - Distribution Engineering Team to lead Facilities operations across North American DCs....  ...include directing DC facilities strategy, overseeing CMMS and asset data integrity, and guiding a distributed team of managers, technicians... 
    Senior
    Asset

    lululemon

    Columbus, OH
    2 days ago
  • EY is seeking a SAP Asset Management/PM/EAM professional to join our team in the United States. You will interact with business stakeholders to evaluate models, gather requirements, and translate them into technical specs while collaborating with technical teams to design... 
    Senior
    Asset

    Ernst & Young Oman

    Columbus, OH
    2 days ago
  • lululemon is seeking a Senior Manager, Facilities to lead North American Distribution Center facilities operations, asset management, and capital planning. You will drive standardized maintenance programs, CMMS governance, and cross-functional collaboration to maximize... 
    Senior
    Asset

    lululemon

    Columbus, OH
    2 days ago
  • Huntington National Bank is seeking a Director of Wealth Management Strategy & Solutions to shape the growth of its wealth business. This executive will drive long-term plans to expand assets under management, revenue, and client relationships across affluent and UHNW segments... 
    Asset

    Huntington National Bank

    Columbus, OH
    1 day ago
  •  ...them to preserve their wealth for future generations,...  ...plans, investment reports, tax and estate analysis as...  ...execution under the Associate Wealth Advisors and/or...  ...fastest-growing wealth management platforms in the United...  ...$220 billion in client assets. We combine a boutique’... 
    Senior
    Asset
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Columbus, OH
    16 hours ago
  • Nationwide Mutual Insurance Company is seeking a Senior Actuarial Modeler to lead initiatives in Finance and Risk Analytics. This role will focus on advanced asset modeling and strategic risk analysis to support leadership in decision making. The position offers hybrid... 
    Senior
    Asset
    Remote work

    Nationwide Mutual Insurance Company

    Columbus, OH
    1 day ago
  • $100k - $120k

     ...Senior Accounting Manager – LIHTC $100,000–$120,000 | Hybrid Schedule (Columbus, OH) We are partnering with...  ...investor reporting requirements Partner with asset management, development, and property management teams Lead audit and tax support processes, including partnership... 
    Senior
    Asset

    Creative Financial Staffing

    Columbus, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!