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

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt 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 OpportunityAs 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 standardsWhat 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 regulationsWhat 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 regulationsTravel RequirementsUp to 20%Job Posting End DateThe 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: 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.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: NY-New York; IN-Indianapolis; CA-Irvine; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; MO-Kansas City; OH-Columbus; TX-Dallas; NV-Las Vegas; CA-Los Angeles; MD-Baltimore; MA-Boston; CA-Sacramento; MO-St. Louis; UT-Salt Lake City; CA-San Diego; CA-San Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; NY-Melville; FL-Miami; CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia; AZ-Phoenix; CT-Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Dallas, TX vacancy
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...connections, and learning how to manage and inspire others....  ...creative tax solutions. As a Senior Associate you will analyze complex...  ..., handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    2 days ago
  •  ...Quotient Wealth Partners — Tax Department Location: Galleria area, Dallas, Texas...  ...an independent boutique wealth management firm managing over $4.8 B in assets under management. We are focused...  ..., and we are looking for a Senior Tax Associate to join the ground floor of that... 
    Senior
    Asset
    Permanent employment
    Full time
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Quotient Wealth Partners

    Dallas, TX
    2 days ago
  • $250k

    Senior Wealth Management Advisor - C03 Location: Dallas, Texas, United States Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-20 years of successful sales experience... 
    Senior
    Asset

    Scott L Page & Associates

    Dallas, TX
    4 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Dallas, TX
    2 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ...tax obligations while managing the impact tax has on their...  ...now and in the future.As a Senior Manager, you'll work as...  ...OpportunityAs part of the Asset and Wealth Management team... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Dallas, TX
    4 days ago
  •  ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-...  ...a firmKPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-... 
    Senior
    Asset
    Local area

    KPMG

    Dallas, TX
    2 days ago
  • WM Data Engineering - Senior Cloud Data Engineer - Vice President Who We Look For: Goldman Sachs Engineers are innovators and problem...  ...technical concepts to non-technical stakeholders in the wealth management business.Problem Solving: A "builder" mindset with the ability... 
    Senior
    Asset

    Goldman Sachs

    Dallas, TX
    1 day ago
  • $77k - $214k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description...  ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Dallas, TX
    2 days ago
  •  ...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

    Dallas, TX
    2 days ago
  •  ...advice and complex portfolio management guidance to High Net Worth...  ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our...  ...portfolios of $5-15M in investable assets using Vanguard products and...  ...to investment advice, tax strategies, legacy & estate... 
    Senior
    Asset
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    25 days ago
  • $97.1k - $161.8k

    Overview:Provides portfolio management (trading) services across a large number of more complex...  ...understand objectives, constraints, and tax budget of portfolio and proactively...  ...to move towards appropriate target multi asset class strategy set by the Investment Advisor... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Syracuse, NY
    12 hours ago
  • $77k - $214k

     ...advisory needs such as audit, tax compliance, and planning to...  ...focus on key issues like wealth management, compliance, cash flow management...  ...now and in the future.As a Senior Associate, you'll work as part of a...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    2 days ago
  • $100k - $150k

     ...industry You will have the flexibility to manage your days in support of our...  ...our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives...  ...and accounting methods, digital assets, and other matters Assist with M&A tax... 
    Senior
    Asset
    Full time
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    2 days ago
  •  ...Join a respected CPA and wealth management firm headquartered in Dallas, TX, where you'll tackle challenging tax work, build trusted client relationships, and accelerate your career in a collaborative environment. This role provides hands‑on exposure across complex tax... 
    Senior

    ThinkingAhead Executive Search

    Dallas, TX
    4 days ago
  •  ...business risks, process deficiencies, and potential gaps/ weaknesses in risk management standards.Support developing process and controls environment (inventory and maps) across asset management, wealth management and consumer businessesSupport process deep dives by... 
    Asset

    Goldman Sachs

    Irving, TX
    4 days ago
  •  ...-solvers, building solutions in Artificial Intelligence, risk management, big data, mobile and more.WM Cloud Enablement PlatformAs part...  ..., AWS Certified Cloud Practitioner, AWS Solutions Architect - Associate).Deep knowledge of Cloud Native Networking, Hybrid and Multi-Cloud... 
    Senior
    Asset

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth...  ...portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business... 
    Senior
    Asset
    Work at office

    New Day Executive Search

    Dallas, TX
    2 days ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description...  ...meet their tax obligations while managing the impact tax has on their business...  ...industry such as tax credits and fixed asset depreciation; and,Possessing a... 
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Dallas, TX
    2 days ago
  • About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust...  ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for... 
    Senior
    Asset
    Full time
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    1 day ago
  •  ...investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio...  ...approximately $4.7 billion in assets for high-net-worth families, this role...  ...offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor... 
    Senior
    Asset
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Dallas, TX
    3 days ago
  • Senior Customer Advocate - BrokerageThe Senior Customer Advocate...  ...service.Provides support to Wealth Management advisors and other areas...  ...company fueled by world-class asset management. But weʼre not just...  ...'s challenges. We equip our associates with future-focused skills... 
    Senior
    Asset
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Dallas, TX
    3 days ago
  •  ...system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and...  ...extraordinary.We’re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas. In... 
    Senior
    Asset
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Dallas, TX
    1 day ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description...  ...member’s unique strengths, and managing performance to deliver on client expectations...  ...information, handling proprietary assets, or collaborating closely with team... 
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    2 days ago
  • $55k - $151.47k

     ...OpportunityAs a PwC Internal Partnership Tax Team - Mobility Senior Associate, you will play a pivotal role in...  ...meaningful client relationships and managing expectationsTravel RequirementsUp to...  ...information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Dallas, TX
    2 days ago
  • $156.16k - $234.24k

     ...CitiThe Investment Solution Senior Lead Analyst is a senior level...  ...Requires in-depth understanding of wealth domains such as capital...  ...alternative investments, portfolio management domains collectively...  ...safeguarding Citigroup, its clients and assets, by driving compliance with... 
    Senior
    Asset
    Full time

    Citigroup

    Irving, TX
    4 days ago
  •  ...leading real estate investment manager for over 40 years....  ...diversified firm that spans asset management, wealth management, and fintech, giving...  ...to hire a Vice President, Senior Housing Asset Management to...  ...help develop Analysts and Associates, including reviewing work product... 
    Senior
    Asset
    Full time
    Local area

    Clarion Partners

    Dallas, TX
    2 days ago
  •  ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking...  ...services for sophisticated clients. As a senior member of the service team, this role...  ...services, emerging issues, and regulatory or tax changes, while translating complex... 
    Senior
    Asset
    Full time
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    1 day ago
  • $175k - $227.5k

     ...the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure...  ....What you’ll be responsible for:Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and... 
    Senior
    Asset
    Work at office
    Flexible hours

    Circle

    Dallas, TX
    3 days ago
  •  ...disciplined planning, thoughtful investment management, and an aligned team. Our organic growth...  ...Not a role that manages advisors or the Wealth Management team. This is a BD-focused...  ...wealth management industry. (RIA, wirehouse, asset management, or platform-level BD.)... 
    Senior
    Asset

    True North Advisors

    Dallas, TX
    1 day ago
  • YOUR IMPACTAre you an analytical tax professional with a passion for comprehensive wealth and tax planning? The Goldman...  ...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower...  ...foreign tax returns and foreign asset disclosures. Extensive correspondence... 
    Asset
    Work at office
    Local area
    Worldwide
    Overseas

    Goldman Sachs

    Dallas, TX
    3 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!