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
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity...  ...Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    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
    1 day ago
  • $81.13k - $164.57k

     ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-...  ...firm KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary... 
    Senior
    Asset
    Local area

    KPMG

    Columbus, OH
    2 days ago
  •  ...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 & Co.

    Columbus, OH
    3 days ago
  • $76k - $125.3k

    Ernst & Young Oman is seeking a Senior Analyst for their Financial Services EY EDGE Wealth and Asset Management practice in Columbus, Ohio. The role involves delivering tax compliance and consulting services, supporting client relationships, and providing leadership to... 
    Senior
    Asset

    Ernst & Young Oman

    Columbus, OH
    1 day ago
  • Overview This role is part of the JPMorgan Wealth Management Regulatory and Policy Management team...  ...business has ~$400 billion in assets under management and ~4,000 advisors who...  ...known for as a global leader. Role As a Senior Associate, Legal and Regulatory Management... 
    Senior
    Asset

    JPMorgan Chase & Co.

    Columbus, OH
    3 days ago
  • This role is part of the JPMorgan Wealth Management Regulatory and Policy Management team aligned...  ...business has ~$400 billion in assets under management and ~4,000 advisors who...  ...re known for as a global leader. As a Senior Associate, Legal and Regulatory Management Coordinator... 
    Senior
    Asset

    JPMorgan Chase

    Columbus, OH
    4 days ago
  • $76k - $125.3k

     ...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of...  ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... 
    Senior
    Asset
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Columbus, OH
    3 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector:...  ...connections, and learning how to manage and inspire others....  ...increased efficiencies. As a Senior Associate you are expected to analyze complex...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    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
  • $55k - $151.47k

     ...20% At PwC, our people in tax services focus on providing advice...  ..., and learning how to manage and inspire others. Navigating...  ...and year-end planning. As a Senior Associate you analyze complex problems,...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Columbus, OH
    3 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

    Powell, OH
    2 days ago
  • Fifth Third in Columbus, Ohio is seeking a Wealth Management Advisor II to serve as a trusted advisor for private bank clients, helping them achieve their wealth goals. Responsibilities include developing client relationships, ensuring service standards, and collaborating... 
    Senior

    Fifth Third

    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
    3 days ago
  • $132.7k - $303.2k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Columbus, OH
    5 days ago
  • Senior Wealth Planning Associate - Columbus, OH Janney Montgomery Scott LLC, 1070 Yard Street, Columbus,...  ...recommendations, implementation, and portfolio management. Profile clients to identify...  ...FA/FA team to implement a defined asset allocation and investment strategy.... 
    Senior
    Asset
    Immediate start
    Work from home

    Janney-Montgomery-Scott-LLC

    Columbus, OH
    3 days ago
  • TwinThread is seeking a Private Banker in Columbus, OH. The ideal candidate will manage client relationships and provide expert advice on wealth management. A strong financial services background and proven sales success are essential. Applicants should hold a Bachelor’... 
    Senior

    TwinThread

    Columbus, OH
    3 days ago
  • U.S. Bank is seeking a Private Wealth Management professional in Columbus, Ohio. This role involves developing and managing relationships with high-income clients, delivering exceptional customer service, and ensuring compliance with banking standards. The ideal candidate... 
    Senior

    Us Bank

    Columbus, OH
    1 day ago
  • Nationwide Mutual Insurance Company is seeking a Senior Actuary in Columbus, OH, to lead a sub-team in Asset Liability Management. The role involves enhancing ALM capabilities, supporting liquidity, and providing strategic leadership across various topics. Applicants should... 
    Senior
    Asset

    Nationwide Mutual Insurance Company

    Columbus, OH
    4 days ago
  • $70.6k - $139.8k

     ...Audit Senior Associate Your journey at Crowe starts here: At Crowe, you can build a meaningful...  ...part of our DNA across our audit, tax, and consulting groups. That's why we...  ...limited to Banking, Private Equity, Asset Management, Insurance, & Fintech. As an Audit Senior... 
    Senior
    Asset
    Full time
    Seasonal work
    Local area
    Worldwide
    Home office

    Crowe

    Columbus, OH
    3 days 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
    1 day ago
  • Teradata Corporation (SE) in Columbus, Ohio, seeks a senior IP legal advisor to lead the enterprise-wide IP strategy. This role involves developing and managing global IP assets, collaborating with executive teams, and overseeing patent and trademark portfolios. Candidates... 
    Senior
    Asset

    Teradata Corporation (SE)

    Columbus, OH
    1 day ago
  •  ...seeks a proactive Sr. Partner Sales Executive to drive revenue growth and manage vendor relationships. This role demands exceptional communication and a strong understanding of FinOps and IT Asset Management. The ideal candidate will have over 7 years of relevant... 
    Senior
    Asset

    SHI

    Columbus, OH
    2 days ago
  • JPMorgan Chase & Co. is hiring a Client Service Leader for their Wealth Management Service Center in Westerville, Ohio. This role requires over 6 years in financial services with strong leadership and communication skills. You will manage a team of Registered Representatives... 
    Senior

    JPMorgan Chase & Co.

    Westerville, OH
    2 days ago
  • Itlearn360 is seeking a Wealth Management Credit Risk Professional in Columbus, OH. You will collaborate with industry leaders to manage credit risk and maintain high standards of risk integrity. This role offers the chance to influence key decisions and improve credit... 
    Senior

    Itlearn360

    Columbus, OH
    1 day ago
  • NACBA is seeking a Wealth Management Attorney to join their legal team in Columbus, Ohio. The role involves providing strategic legal guidance...  ...securities regulations. Responsibilities include serving as senior legal counsel, ensuring compliance with laws, and... 
    Senior

    NACBA

    Columbus, OH
    5 days 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
    4 days ago
  • $166k - $249k

     ...Who We’re Looking For You’re a seasoned wealth management leader with a strong track record of advising...  ...for you. About the Role The Director, Senior Wealth Advisor leads the delivery of...  ...investment management, estate planning, tax strategy, and risk management. You will... 
    Senior
    Flexible hours

    First Western

    Columbus, OH
    1 day 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
    1 day ago
  • A leading global financial services firm seeks a Wealth Management Attorney in Columbus, Ohio. The successful candidate will provide strategic legal guidance in securities regulations and serve as senior legal counsel for investment products. Responsibilities include advising... 
    Senior

    JPMorgan Chase & Co.

    Columbus, OH
    5 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!