Asset & Wealth Management - Tax Senior Manager
$124k - $335kPwC (US)
Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.Deal effectively with ambiguous and unstructured problems and situations.Initiate open and candid coaching conversations at all levels.Move easily between big picture thinking and managing relevant detail.Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.Contribute technical knowledge in area of specialism.Contribute to an environment where people and technology thrive together to accomplish more than they could apart.Navigate the complexities of cross-border and/or diverse teams and engagements.Initiate and lead open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.Responsibilities:Lead and manage large-scale projects to achieve successful outcomes.Innovate and streamline processes to enhance efficiency and effectiveness.Maintain exceptional standards of operational excellence in every activity.Interact with clients at a senior level to drive project success.Build trust with multi-level teams and stakeholders through open communication.Motivate and coach teams to solve complex problems.Serve as a strategic advisor, leveraging specialized knowledge and industry trends.Provide strategic input into the firm's business strategies.What You Must Have:Bachelor's Degree in Accounting.5 years of experience.CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.What Sets You Apart:In-depth knowledge of compliance for financial partnerships.Knowledge of structuring funds to limit tax liability.Experience identifying and addressing client needs.Building and utilizing networks of client relationships.Managing resource requirements and project workflow.Creating an atmosphere of trust in teams.Developing new relationships and selling new services.Innovating through new and existing technologies.Utilizing digitization tools to enhance engagements.Travel Requirements: Up to 20%The salary range for this position is: $124,000 - $335,000. 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.
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeSecond jobH1b$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$170k - $210k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is... ...Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team...SeniorAssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $120k
Job Description We are looking for a Senior Wealth Management Associate who brings a background in financial... ...’ cash flow, long‑term plan, and asset allocation decisions Prepare analysis... ...Client Service Associates Oversee annual tax reporting and completion of relevant...SeniorAssetTemporary workWork at officeRemote work$77k - $214k
...At PwC, our people in tax services focus on providing advice and... ...connections, and learning how to manage and inspire others. Navigating... ...creative tax solutions. As a Senior Associate you will analyze... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetH1b$135k - $200k
...Tax Senior Manager, Manufacturing We are seeking a Tax Senior Manager to join our Manufacturing team. The Tax Senior Manager, Manufacturing... ...entity structure optimization, cost segregation and fixed asset strategies, IRC Section 199A deductions, UNICAP rules under IRC...SeniorAssetSummer workInternshipWork at officeLocal areaFlexible hours- ...Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The candidate must possess a Series 7 license and be skilled in portfolio...SeniorAssetFull time
- ...Financial Investment Consultant with over 5 years of experience in wealth management or financial advisory. This role focuses on managing client... ...7 license and a proven track record managing significant assets. The firm offers competitive benefits including dental and vision...SeniorAsset
- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment... ...Hedge Funds Financial Services Asset Management Consulting &... ...Services Professional Services Wealth Management Fund Families Investment...SeniorAsset
$100k - $150k
...acquisition and training, leading quality management resources, best-of-breed technology, AI... ...are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people... ...to come. The Role We are looking for a Senior Tax Manager for our Trust and Estates team...SeniorWork experience placementInternshipFlexible hours$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$85k - $140k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service...SeniorAssetTemporary workWork at officeLocal areaWorldwide- Sue Sumrell is recruiting for a Senior Accountant who thrives in complex, multi-entity environments and enjoys building processes... ...opportunity to work at the intersection of accounting, operations, asset management, and finance while supporting critical business growth...SeniorAsset
- ...follows: corporate secretarial, contract management, real estate transactions, land use and operational... ..., financial transaction processing and asset management. We offer a competitive total... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading...SeniorAssetContract workLocal area
$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...SeniorAssetWork at officeFlexible hours- NAVEX Global, Inc. in Lake Oswego, Oregon is seeking a strategic Senior Manager, Tax. This role involves overseeing NAVEX's global tax function, managing compliance and risk while supporting the company’s growth initiatives. The ideal candidate will have significant experience...Senior
- ...a 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... ...entities and partnerships and for a variety of Asset Management clients Work as part of a multi-...SeniorAssetLocal area
- ...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. The successful candidate will provide up-to-the-minute advisory services to clients in the real estate, hospitality, and construction sectors. Responsibilities...Senior
- # Senior Associate, Real AssetsHamilton LaneSenior AssociateReal EstateReal EstateFull... ...to institutional and private wealth investors around the world, specializing... ...Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion...SeniorAsset
- Geffen Mesher, Portland-based accounting firm, seeks a Tax Senior Manager or Manager to join our Consulting Services team. You will create mathematically driven models and analyses to support transaction consulting and large business tax compliance, while juggling multiple...Senior
$100k - $120k
Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as a primary contact for clients and managing team workflows in a hybrid environment. Ideal...Senior- Lowe’s Companies, Inc. is seeking a Senior Asset Protection Manager to lead safety and asset protection across multiple stores. You will oversee programs, train associates, and implement plans to reduce shrink while ensuring OSHA standards are followed. Travel between district...SeniorAsset
$150k - $200k
...Job Description Job Description Description: We are seeking a Tax Senior Manager to join our Professional Services team. As a leader, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree...SeniorSummer workInternshipFlexible hours$75k - $90k
...reporting, and lease accounting. Opportunity to own key accounting processes while partnering across Finance, Operations, Legal, and Asset Management. Collaborative, growth-oriented culture with strong long-term advancement opportunities. Excellent fit for someone looking to...SeniorAsset$108k - $150k
...Tax Senior Manager or Manager, Consulting Services Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring...SeniorSummer workInternshipWork at officeFlexible hours$99k - $266k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...team member’s unique strengths, and managing performance to deliver on client expectations... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...seeking an experienced Associate Advisor to manage client relationships and provide... ...financial planning tasks, and collaborate with senior advisors. Competitive compensation includes... ...and comprehensive benefits. #J-18808-Ljbffr Infinite Heights Wealth ManagementSeniorFull timeWork at office
- JPMorgan Chase Advisors is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high-net-worth clients. You will own onboarding, account maintenance, and client communications, while coordinating with the...Senior
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with$49.1 billion as of June 30,... ...professional careers. The Senior Financial Planner works... ...advisors on clients with assets under management of $2 million... ...plans, including tax planning,retirement planning...SeniorAssetTemporary workWork at officeLocal areaFlexible hours
$158k - $217k
...Partner of the Year, you will act as a senior technical and commercial authority at the... ...consistency and speed to value.Enablement, Assets & GTM Acceleration* Contribute to the... ...Exceptional communication and stakeholder management skills, with confidence engaging senior...SeniorAssetTemporary workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Manager. Be the first to apply!
- wealth management advisor Portland, OR
- wealth management consultant Portland, OR
- wealth manager Portland, OR
- senior tax director Portland, OR
- sales & use tax manager Portland, OR
- tax manager Portland, OR
- hedge fund private equity tax manager Portland, OR
- remote tax manager Portland, OR
- senior international tax manager Portland, OR
- sr tax manager Portland, OR


