Asset & Wealth Management Tax Manager
$99k - $266kPwC
The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm. Responsibilities Leading tax compliance workstreams and managing client expectations effectively Guiding teams in the preparation and filing of tax returns to meet regulatory requirements Utilizing analytical thinking to review and analyze financial data for tax compliance Developing and implementing strategies to optimize clients' tax positions while minimizing risks Building and maintaining relationships with clients to provide strategic tax planning advice Overseeing the drafting and submission of regulatory tax documents Promoting the use of innovative digital tools and practices in tax compliance processes Monitoring and analyzing financial trends to identify opportunities for tax savings Coaching and mentoring team members to enhance their skills and performance Validating adherence to professional and technical standards in all tax-related activities What You Must Have At least a Bachelor's degree At least 4 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 opportunity What Sets You Apart Excelling in analytical thinking and strategic questioning Demonstrating proficiency in tax compliance and tax preparation Utilizing AI fluency and digital tooling for innovative solutions Managing complex projects with a focus on regulatory compliance Mentoring and developing team members to enhance performance Building strong client relationships through effective communication Embracing change and fostering a culture of inclusion and collaboration The salary range for this position is: $99,000 - $266,000. 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 anequal 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. #J-18808-Ljbffr
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...AssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and...AssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...AssetFull timeH1b$99k - $266k
...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- ...Wealth Advisor About the Firm We are a small (9 person), independent... ...highly personalized wealth management and financial planning to high... ...planning, cash flow, tax planning, estate planning, charitable... ...regarding portfolio construction, asset allocation, and investment...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...AssetWork experience placementSummer holidayFlexible hours- Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Tax Manager | Wealth Management Firm | Mill Valley | HybridJoin a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals...Work at office
$153.43k - $332.7k
...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 or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area$99k - $252.45k
...LevelManagerJob Description & SummaryThe OpportunityAs a Manager in Audit Center of Excellence - Income Tax - External Audit, you will lead specialized audit... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We...AssetFull timeH1b$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a State... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$124k - $335k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$99k - $266k
...LevelManagerJob Description & SummaryThe OpportunityAs a Tax Operations Transformation - Manager you will lead client support work within our Tax... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetFull timeH1bShift work$99k - $266k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...a Banking & Capital Markets Tax Manager, you will play a pivotal role in guiding... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...Associate, Wealth ManagementSan Francisco, CAWho Are We?IEQ Capital is a Registered Investment... ...seeking to transform traditional wealth management. Our quest is to integrate the... ...clients regarding transactions, such as asset transfers and account opening proceduresParticipate...AssetInternshipWork at officeFlexible hours
$115k - $160k
...Responsibilities Support senior Relationship Managers on large, complex family office... ...Coordinate with clients’ outside advisors on wealth transfer, asset protection, philanthropy, and other... ...Familiarity with trust & estate or personal tax concepts and ability to communicate...AssetFull timeWork at office- ...Vice President, Wealth Advisor About the Company Nationally... ...delivering comprehensive wealth management for affluent clients... ...investments, estate planning, taxes, risk management, and family... ...million or more in investable assets, and a demonstrated record of...Asset
- ...industryYou will have the flexibility to manage your days in support of our commitment to... ...Responsible for managing and coordinating tax compliance and advisory work for clientsReview... ...experienceExperience working with asset manager clients (private equity, hedge funds...AssetLocal area
$160k - $185k
...Title: Tax Manager, Mutual Funds Company: Investment Management / Asset Management Compensation: $160K - $185K base salary Location: San Diego, CA (Remote flexibility) About the Role Our client, a leading global investment management firm, is seeking...AssetFor contractorsRemote work$160k - $225k
...Mahmoud Adam, CPA and send me your resume directly!💰 Tax Manager / Senior Manager / Director “Flexible on title”... ...working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families,...AssetRemote workFlexible hours$125k - $200k
We are seeking a talented tax professional to join the firm’s tax practice. As a Tax Manager, you will be expected to be the lead team member for tax compliance and... ...careers alongside the opportunity that Empirical offers. #J-18808-Ljbffr Empirical Wealth Management, LLC$124k - $335k
...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$75k - $160k
...PresidentLocation: San Francisco, CA, United StatesPosted: 2026-10-08Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...AssetFull timeTemporary workPart time$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit....Work at officeLocal area- ...industry You will have the flexibility to manage your days in support of our commitment to... ...Responsible for managing and coordinating tax compliance and advisory work for clients Review... ...experience Experience working with asset manager clients (private equity, hedge funds...AssetFull timeLocal area
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ..., spanning strategic and tactical asset allocation as well as portfolio risk...AssetFull timeTemporary workPart time- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of... ...platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches...Asset
$170k - $300k
...0Category: Project and Program ManagementCompany: CitiThe Wealth Growth Program Manager is a strategic professional responsible for managing multiple... ...'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and...AssetFull time$127k - $250k
...system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and... ...seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, or Menlo...AssetFull timeTemporary workWork experience placementLocal areaWorldwideFlexible hours$130k - $200k
...industry You will have the flexibility to manage your days in support of our commitment to... ...is seeking a Manager to join our National Tax Office. We are seeking someone who thrives... ...timing issues and accounting methods, digital assets, and other matters Assist with M&A tax...AssetFull timeWork at officeLocal areaRemote work$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ..., Small Business Partners, Relationship Manager, etc.)Organize client events to enhance... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws...AssetFull timeWork at office
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