Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs 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 activitiesWhat 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 opportunityWhat 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 collaborationTravel RequirementsUp to 20%Job Posting End DateThe 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: 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.SummaryLocation: NY-New York; CA-Irvine; GA-Atlanta; IL-Chicago; TX-Dallas; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; US-Hybrid; UT-Salt Lake City; NJ-Florham Park; TX-San Antonio; CA-San Diego; TX-Fort Worth; CA-San Francisco; PA-Philadelphia; TX-HoustonType: Full time
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...AssetFull timeH1b$124k - $335k
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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$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- PwC is seeking an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management. You will review financial data, prepare returns, and guide junior team members while maintaining professional standards...Asset
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...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$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 as...Asset- KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance... ...to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...Asset
- ...impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates... ...are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting...AssetFull timeSummer workWork at officeLocal areaImmediate startFlexible hours
$99k - $266k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob... ...Services - Research & Development Tax - Manager, you will provide tax advice and solutions... ..., including accounting methods, fixed-assets, and research and development tax credits...AssetFull timeH1b$99k - $266k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob... ...OpportunityAs an International Tax Services Manager, you will play a pivotal role in advising... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bShift work$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior ManagerJob... ...an International Tax Services - Senior Manager, you will provide strategic advice and... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bShift work$99k - $266k
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$171.2k - $285.3k
...will the future shape you? The opportunity Tax Technology and Transformation offers... ...the need to understand how to make data an asset. The underlying objective of the combined... ...Ability to lead a team, mentor counselees and manage client-serving business Documenting and reviewing...AssetWork experience placementSummer holidayFlexible hours- Goldman Sachs seeks a real estate transaction attorney to support the Asset & Wealth Management Real Estate team in Dallas. You will handle structuring, negotiation, and execution of real estate deals, including financing and sale-leasebacks, while addressing regulatory...Asset
$75k - $150k
...Summary The industry role of Wealth Advisor resides as a Financial... ...reviews and recommendations, tax planning, and insurance advice... ...time. You will report to the Managing Director of Wealth Management.... ...consideration given to risk tolerance, asset allocation preferences, cash...AssetFull time$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- ...in your financial services relationship management career? Vanguard is seeking passionate and... ...to join our growing Advice & Wealth Management division as Relationship Managers... ...holding between $5-25 million in Vanguard assets. You’ll be at the forefront of delivering...AssetFull timeWork at officeRemote workRelocation packageMonday to Friday
$120k - $130k
...$120,000.00/yr - $130,000.00/yr Our client is seeking a Tax Manager to lead all federal, state, and local tax compliance, planning... ...role manages tax filings, property tax, depreciation and fixed assets, estimated tax calculations, audit support, and coordination with...AssetFull timeLocal area- ...Know your Customer Rules, FINCen Customer Due Diligence, and other FINRA and regulatory obligations. Work closely with personal wealth management advisor teams to ensure all client documents are correct and sent to the client in a timely manner. Request products (options,...Asset
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- ...Job Description Tax Manager, Strategic Private Capital Location: Dallas, TX (Hybrid) Your Role Digital Realty Trust, Inc. (NYSE... ...and built-in gain (BIG) associated with contributed assets; review taxable income allocations; and maintain tax-basis and...AssetInterim roleLocal areaVisa sponsorship
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