Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
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
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorAssetFull timeH1b$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...SeniorAssetFull timeH1bLocal area$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...SeniorAssetFull timeH1bLocal areaOverseas- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth... ...served in order to generate significant new assets for the firm Serving as the primary...SeniorAssetFlexible hours
- About Rockefeller Capital Management Rockefeller Capital Management... ...oversees $204 billion in client assets as of January 31, 2026.... ...experienced professionals - including wealth planners, tax advisors, estate attorneys,... ...needs. Position The Senior Wealth Planner is an...SeniorAssetWork at officeLocal area
$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...of professionals providing dedicated tax technical services to both US and... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$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...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$114k - $165.3k
...environment, and our associates dedicate thousands of... ...person, if needed. The Senior Private Wealth Advisor, Practice... ...retaining and growing net assets over time by... .... While not a people management position, this role will... ...income optimization, tax-advantaged savings strategies...SeniorAsset16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...focus on key issues like wealth management, compliance, cash flow management... ...and in the future. As a Senior Associate, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b- At CORDA Investment Management, we believe our people are our greatest asset. We foster a collaborative, client-focused culture... ..., LLC is a client-centered wealth management firm serving high-net-... ...management, financial planning, and tax strategy in one integrated,...AssetPermanent employmentFull time
$100k - $150k
...You will have the flexibility to manage your days in support of our commitment... ...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...SeniorAssetWork at officeLocal area- A leading financial recruitment firm is seeking a Tax Manager based in Houston, Texas, focusing on wealth and asset management. The ideal candidate should have at least 5 years of relevant tax experience, a CPA certification, and strong expertise in federal, state, and...SeniorAssetLocal area
$90k - $120k
...Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core part of the client experience... ...clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond traditional...SeniorAssetFull time- Huntington National Bank seeks a Wealth Planner in Houston, Texas, to deliver financial planning to clients with assets between $1-10M. The role involves leading financial engagements... ...experience in financial planning or wealth management. The workplace combines office and remote...SeniorAssetRemote jobWork at office
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas- ...sound development pipeline, first-class assets, and market-leading operating... ...you will do Role Overview: The Tax Provision Senior Associate will assist with preparation of US,... ...diligence support to M&A and portfolio management departments including review of cost...SeniorAssetFull timeWork experience placementWork at officeFlexible hours
- ...Job Description Renewable Energy Tax Associate (7+ years)HoustonTax credit deals Our AmLaw 100 client is hiring a senior associate for a renewable energy-focused transactional... ...&A and joint ventures involving renewable assets and platforms •Work on tax equity...SeniorAssetApprenticeshipWork at office
- US TAX MANAGER - WAM - CAYMAN ISLANDS - 0% TAX - HR253 About this opportunity Our client’s financial... ...and specialized tax support for the asset management industry, covering all... ...within the practice. As a Manager in the wealth & asset management tax practice, your key...AssetLocal area
$116.19k
...Regions. At Regions, we believe associates deserve more than just a job... ...At Regions, the Private Wealth Management Trust Advisor is responsible... ...Trust Administration, Estate/Tax Law, Financial Planning or... ...legal, insurance, real estate, asset management, trusts, estates,...AssetFull timeWork at officeFlexible hours- ...Senior Tax Associate Focus will be on individual, trusts and gift tax returns. Develop strategies for wealth preservation among high-net-worth families. Manage compliance deadlines. Work closely with contacts at financial trust departments and attorneys to facilitate...Senior
- ...Job Overview: The Senior Financial Representative of the Wealth Advisors Group is a group... ...concepts such as education, tax, estate, insurance and... ...responsible for meeting goals in asset investment, wallet share... ...service/relationship management skills Prior financial...SeniorAssetWork experience placementWork at officeImmediate startWork from home
$74.9k - $141.9k
...benefits and other payroll-related tax issues. Members of the team... ...to train others. As a Senior Associate on our Compensation and... ...challenges and one of their biggest assets and expenses, employees. You... ...organizational and time management skills Preferred...SeniorAssetWork experience placementInternshipLocal area$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...SeniorAssetFull timeH1b$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...AssetFull timeH1b$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting experience. The role emphasizes strong... ...for a diverse clientele, including international asset reporting. You will lead tax compliance and provide...Asset- Radial Power, LLC is looking for a Senior Accounting Analyst to support and lead key accounting functions across... ...GAAP. This role includes responsibilities such as managing month-end close activities, overseeing fixed-asset accounting, and supporting audits. Candidates with...SeniorAsset
$75.2k - $124.1k
...help to build a better working world. US - Tax - BTS - FSO CTORS Information Reporting and Withholding EDGE Senior Analyst EY is a leader in serving the... ...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build...SeniorAssetSummer holidayFlexible hours- A leading financial institution is seeking a Wealth Advisor in Houston to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking and sales skills to build and deepen client relationships while maintaining...Senior
- Texas Capital Bank in Houston is looking for a seasoned banking professional to manage client relationships and provide comprehensive wealth management solutions. The successful candidate will leverage their expertise to generate new clients and deliver exceptional service...Senior
$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...SeniorAssetFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- international tax accountant Houston, TX
- tax accountant Houston, TX
- entry level tax preparers Houston, TX
- remote tax accountant Houston, TX
- senior tax associate Houston, TX
- international tax associate Houston, TX
- tax consultant Houston, TX
- tax resolution associate Houston, TX
- entry level tax accountant Houston, TX
- tax associate attorney Houston, TX

