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$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b$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- ...Job Description: How You'll Make an Impact: Managing and reviewing tax returns for corporate, partnerships, s corporations and individuals... ...First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth...SeniorAssetFlexible hours
- Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies. You will leverage your decade of wealth management experience...SeniorAsset
$124k - $335k
...seasonal employee, you'll join our Tax Compliance team to deliver... ...their financial planning and wealth transfer goals. In this role,... ...tax positions and strategies Managing and coaching teams to solve... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetFixed term contractSummer workSeasonal workH1bRemote work$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ...now and in the future. As a Senior Manager, You'll Work As Part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetH1b- PNC's Private Bank seeks a Wealth Strategist III. Based in Cleveland, OH, Columbus, OH, or Detroit, MI, you will develop tax, estate and financial plans for clients and collaborate... ...on complex matters. You will grow assets under management by advising clients, expanding...SeniorAsset
$88.58k - $147.6k
...goals.Job Overview:The AVP, Senior Trustee Consultant will be an... ...Advisors to maintain investment management and relationship management... ...relevant legal documents and asset statements. Including wills,... ...is among the fastest growing wealth management firms in the U.S....SeniorAssetFull timeWork from home$110k - $210k
What You'll DoReady to take your tax expertise to the next level? At Cohen & Co, we’re looking for a tax Senior Manager to lead the charge for our privately held businesses, including many private equity and joint venture ownership. In this dynamic role, you’ll be at the...SeniorFull timeContract work- ...capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore... ...information, visit the company website. Position Purpose The Senior Tax Manager is a key leader within the firm’s tax practice and is...SeniorLocal area
$152k - $228k
...As the Corporate Tax Senior Manager, you’ll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax team...SeniorWork at officeLocal area$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- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm.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
$160k - $200k
Job Title: Remote Tax Manager - Mid-Sized CPA FirmJob Location: Remote ForeverSalary: $160k - $200kRequirements: 5+ Years Public Accounting TaxWe are a Top 100 firm, HQ in Chicago. We have fully embraced the remote model and are looking to add a Sr. Manager to the REMOTE...SeniorTemporary workRemote work$100k - $170k
...Moore is a leading accounting, tax, advisory, and business... ...America. The firm partners with management teams to accelerate growth through... ...seeking candidates at a Manager or Senior Manager level that specialize... ...capital is the most valuable asset we have. The collective sum of...SeniorAssetWork at officeFlexible hours- ...Property Accountant | Portfolio Real Estate InvestmentsOur client is a growing real estate investment and asset management firm seeking a Portfolio Accountant to join its expanding accounting team. This role offers the opportunity to support a diverse portfolio of commercial...SeniorAssetImmediate startRemote work
$99k - $266k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob... ...border tax needs both locally and globally by managing their global tax rates, finding areas of... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area- ...financial professional to join our Healthcare Senior Living practice. You will assist in... ...client reports for governance and management. The ideal candidate holds a Bachelor’s... ...staff accountant experience with GL, fixed assets, and depreciation. #J-18808-Ljbffr Plante...SeniorAsset
$85k - $90k
A progressive accounting firm in Cleveland, OH is seeking a Senior Tax Manager to oversee tax engagements, manage client relationships, and mentor junior staff. The ideal candidate will have over 7 years of experience in public accounting, strong technical knowledge of...Senior- A regional accounting firm in Cleveland is seeking a Senior Tax Manager to lead the tax practice. This role involves managing client relationships, overseeing complex tax engagements, and mentoring staff. The ideal candidate will have over 7 years of public accounting...Senior
- TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses...Senior
- We are looking for an accomplished Senior Tax Manager to lead sophisticated tax planning and compliance efforts for high-net-worth individuals... ...tax issues affecting closely held businesses and family wealth structures.• Serve as a trusted advisor to clients by explaining...Senior
- PwC in the United States is seeking a Senior Associate to lead delivery of innovative AEM solutions, build strong client relationships,... ...building, problem solving, and adherence to PwC standards while contributing to firm strategy and practice assets. #J-18808-Ljbffr PwCSeniorAsset
- ...Job Description Job Description Tax Senior Manager- Private Client Services We are seeking a client focused and outgoing Senior Manager to join our Private Client Services team - with promotional growth within the firm! Responsibilities : Effectively...Senior
- PNC is actively seeking an experienced Business Analyst Sr. to support the Asset Management team in Cleveland, OH, or Pittsburgh, PA, or other hub locations. You will lead requirements gathering, document gaps, and map current versus future workflows for the MOW project...SeniorAsset
$70.6k - $139.8k
...a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ...happiness and working with client management and staff at all levels to perform audit... ...working with Banking, Private Equity, Asset Management, Insurance, & Fintech clients....SeniorAssetFull timeSeasonal workLocal areaWorldwideHome office$110k - $210k
What You’ll Do Are you an experienced tax professional with a passion for exceptional... ...and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... ...1041) and advise on matters impacting wealth planning, succession, and family tax...SeniorFull timeContract workWork at office
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 Cleveland, OH
- wealth management consultant Cleveland, OH
- wealth manager Cleveland, OH
- senior tax director Cleveland, OH
- sales & use tax manager Cleveland, OH
- tax manager Cleveland, OH
- hedge fund private equity tax manager Cleveland, OH
- transfer pricing tax manager Cleveland, OH
- remote tax manager Cleveland, OH
- indirect tax manager Cleveland, OH


