Asset & Wealth Management - Tax Senior Associate
$77k - $214kPwC
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
$77k - $214k
...At PwC, our people in tax services focus on providing advice... ...connections, and learning how to manage and inspire others.... ...creative tax solutions. As a Senior Associate you will analyze complex problems... ...information, handling proprietary assets, or collaborating closely...SeniorAssetH1b- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team...SeniorAssetLocal areaOverseas
- ...Solutions consists of Schwab Wealth Advisory, Centralized... ...complex wealth management needs of clients through... ...liquidity needs.As a Senior Regional Manager you will... ...2 Wealth Advisors and Associate Wealth Advisors in a... ...plans to ensure that asset and service targets are...SeniorAssetFull timeWork at office
- Edward Jones in St. Louis is seeking a Lead Practice Strategy Consultant to serve as a senior advisor for wealth management practices managing $500M+ in assets. You will design and deliver strategic engagements that drive growth, profitability, and client experiences....SeniorAsset
- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition... ...Knowledge of portfolio construction, asset allocation, investment strategies,...SeniorAssetFull timeWork experience placementWork at office
- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... 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-...SeniorAssetLocal area
$81.9k - $135.1k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...deliverables Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks...SeniorAssetSummer holidayLocal areaFlexible hours$141.35k - $207.9k
...Every step of the UMB Private Wealth Management investment process is... ...goals and objectives. The Senior Investment Strategist works... ...the investment strategy and asset allocation for clients serviced... ...varied benefits to eligible associates, such as Paid Time Off; a 40...SeniorAssetFull timeLocal areaFlexible hours- ...Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in... ...client's goals. • develop customized asset allocation strategies and investment...SeniorAssetFlexible hours
$97.3k - $178.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...build meaningful relationships with senior stakeholders, inspire cross-functional... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorAssetSummer holidayFlexible hours3 days per week$75k - $105k
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: assist financial advisors in... ...client’s goals. develop customized asset allocation strategies and investment...SeniorAssetFull timeFlexible hours- ...culture that puts its clients and associates first: a culture where... ...What You'll Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus... ...Services team, a Stifel's Wealth Planning Department component... ...with the Wealth Strategist Manager, Senior Wealth Strategists,...Senior
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...responsible for providing comprehensive wealth management advice and building long-term... ...track record of client acquisition and asset growth ~ Background in a wirehouse, independent...SeniorAsset
- UMB Private Wealth Management is seeking a Senior Investment Strategist to work with high-net-worth clients, overseeing investment processes and creating... ...in developing and maintaining investment strategies and asset allocations for clients with at least $3 million in...SeniorAsset
$70k - $100k
Senior Accountant needed for a growing Financial Services client. Competitive base +... ...Our client is a nationally recognized wealth management firm headquartered in St. Louis, known... ...interest, and related accruals Fixed assets and depreciation Prepaids, accruals, and...SeniorAsset- Commerce Trust, a division of Commerce Bank, seeks a Private Client Advisor II/III or Senior to deliver customized wealth management solutions to a portfolio of fiduciary, IRA and investment management clients in Clayton, MO. The role emphasizes deep client relationships...Senior
$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team... ...and client relationship matters to senior management and subject‑matter professionals...SeniorAssetSummer holidayFlexible hours- A leading independent wealth management firm is seeking a Relationship Advisor in Missouri. This role focuses on maintaining high client retention and generating asset growth through strategic engagement. Candidates must excel in communication and client service, executing...Asset
$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...SeniorAssetWork experience placementSummer holidayFlexible hours$77k - $214k
...Opportunity As a Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax... ...such as accounting methods, fixed-assets, and research and development... ...client connections and learn how to manage and inspire others. You will...SeniorAssetFull timeH1b- A wealth management firm in St. Louis is seeking a Client Accounting & Tax Specialist to handle full-cycle accounting tasks and ensure tax compliance. The ideal candidate should have at least 3 years of experience in accounting or tax and be proficient in QuickBooks. The...
- ...SABIC Site Maintenance Manager in Bay St. Louis, MS leads maintenance and outage execution across a multifunctional asset base. This role also manages the site’s 3rd party maintenance contracts and ensures safe, reliable operation of instrumentation, electrical, controls...SeniorAsset
$72k - $184.44k
...Digital Assurance & Transparency - IT Audit Senior Associate, you will focus on providing assurance... ...assessing governance and risk management processes and related controls. You will... ...customer information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- U.S. Bank seeks a senior professional to lead resolution strategies for large, highly complex CRE problem... ..., note sales, bankruptcies, foreclosures, and asset dispositions. You will negotiate repayment terms with borrowers, manage bilateral and syndicated credits, and...SeniorAsset
$192.33k - $204.12k
USDA Rural Development in the United States is seeking a Senior Executive Service (SES) position designated as Career-Reserved. This is a Level I SES with a salary range of $192,332 to $204,121 per year. The application process is resume-only and requires ECQs and TQs...SeniorAsset- Switch is seeking a Warehouse Manager in St. Louis to lead daily warehouse operations, supervise the team, and ensure accurate receiving, storage, packing, shipping, and return-to-inventory of assets for company and client projects. The role emphasizes maintaining asset...SeniorAsset
- At Bunge, a global agribusiness leader, the Maintenance Manager in St. Louis leads reliability and maintenance strategy, directing a team to optimize capacity, asset life cycle costs, and safety performance. You will drive standard workflows, manage the spare parts and...SeniorAsset
- Cushman & Wakefield is seeking a Sr. QA/UAT Analyst to mentor and advance testing across applications in Asset Services and related lines. You will define standards, craft test plans, and coordinate end-to-end QA/UAT activities for high‑risk projects, collaborating with...SeniorAsset
- ...partnership. Edward Jones associates are seen, heard,... ..., the rating. The Senior AI and Emerging Tech Engagement Manager is a senior advisor... ...understanding of wealth management and/or... ...practice management, or asset management, with a... ...k retirement plan. Tax‑advantaged accounts...SeniorAssetTemporary workWork at officeHome officeFlexible hours
$85k - $107k
Job Description Summary The Senior Content & SEO Manager owns and directs Focus Partners' organic search... ...editing skills; familiarity with the wealth management and financial services landscape... ...is an organization of wealth, asset, and business management resources that...SeniorAssetWork experience placementFreelanceWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- income tax preparer Saint Louis, MO
- accountant tax preparer Saint Louis, MO
- tax consultant Saint Louis, MO
- tax accountant Saint Louis, MO
- sales & use tax accountant Saint Louis, MO
- remote tax accountant Saint Louis, MO
- tax advisor Saint Louis, MO
- corporate tax accountant Saint Louis, MO
- tax examiner Saint Louis, MO
- senior tax associate Saint Louis, MO

