Asset & Wealth Management - Tax Senior Manager
PwC (US)
Financial Services Tax Practice Senior ManagerA 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 OpportunityAs 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.ResponsibilitiesLead and manage large-scale projects to achieve successful outcomesInnovate and streamline processes to enhance efficiency and effectivenessMaintain exceptional standards of operational excellence in every activityInteract with clients at a senior level to drive project successBuild trust with multi-level teams and stakeholders through open communicationMotivate and coach teams to solve complex problemsServe as a strategic advisor, leveraging specialized knowledge and industry trendsProvide strategic input into the firm's business strategiesWhat You Must HaveBachelor's Degree in Accounting5 years of experienceCPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You ApartIn-depth knowledge of compliance for financial partnershipsKnowledge of structuring funds to limit tax liabilityExperience identifying and addressing client needsBuilding and utilizing networks of client relationshipsManaging resource requirements and project workflowCreating an atmosphere of trust in teamsDeveloping new relationships and selling new servicesInnovating through new and existing technologiesUtilizing digitization tools to enhance engagements
$160k - $190k
...Senior Tax ManagerAsheville, NC; Charlotte, NC; Atlanta, GAPlease Note... ...opening for an Senior Tax Manager that can be based in one of our... ...Atlanta, GAWhy work at Modera Wealth?Modera Wealth Management is... ..., managing more than $15B in assets for more than 6,000 individuals...SeniorAssetFull timeTemporary workWork at officeLocal areaRemote work$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- Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors in... ...the client’s goals. Develop customized asset allocation strategies and investment solutions...SeniorAssetFull time
$174.32k - $261.48k
...CitiThe Investment Counselor Senior Lead is a strategic professional... ...for handling staff management issues, including resource management... ...alternative investments with wealth planning and private banking... ...opportunities.Work across currencies, asset classes, markets and...SeniorAssetFull timeLocal area$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- Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy... ...the client's goals. Develop customized asset allocation strategies and investment...SeniorAssetFlexible hours
$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$75k - $160k
...Wealth Management Professional Accelerate your career at the pinnacle of... ...and beyond, which may include tax and estate planning, philanthropic... ...our clients Oversee asset movements, portfolio implementations... ...180458 Job Category Senior Analyst Locations Atlanta,...SeniorAssetFull timeTemporary workPart timeLocal area- ...Senior Tax Manager with a global leader in the professional services industry. Summary The Senior Tax Manager will manage tax processes including... ...relationships, intercompany account management, fixed asset accounting, and foreign currency transactions Work effectively...SeniorAssetFull timeLocal area
- ...firm, we are reimagining the way wealth is experienced. Our purpose is... ...is seeking a Director of Tax Compliance to join its growing... ...accuracy and timeliness, while managing related compliance processes and... ...business, our people are our assets. Engaging our clients and employees...AssetInternshipWork at officeLocal area
- ...Job Title Manage and prepare Ultra High Net Worth (UHNW) financial... ...expertise in conjunction with Wealth Advisors to leverage and... ...area. Keeps current on estate, tax and planning trends and their... ...typically with families with assets under management at Truist of...SeniorAssetWork experience placementWork at office
- ...multi-disciplinary financial services firm integrating Tax, Accounting, and Wealth Management to provide clients with comprehensive financial guidance... ...range of services, including Tax Planning and Preparation, Asset Management, Retirement Planning, Accounting, and Payroll...SeniorAssetLocal areaImmediate start
- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth... ...portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business...SeniorAssetWork at office
$124k - $335k
.../SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a deeper level of sophistication. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b$141.9k - $284.9k
...group, you will be responsible for providing tax consulting and advisory services around... .../reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service... ...through cost segregation, fixed assets, and repairs and maintenance analyses Strong...SeniorAssetFull timeWork experience placementInternshipWork at officeLocal area$99k - $266k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelManagerJob Description & SummaryAt PwC, our people in tax services... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area- ...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 to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...using leading technology and exceptional service. OverviewThe Senior Portfolio Advisor II is responsible for the management and...SeniorAssetFull timeWork experience placementH1bLocal areaWorldwideFlexible hours
- ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking... ...services for sophisticated clients. As a senior member of the service team, this role... ...services, emerging issues, and regulatory or tax changes, while translating complex...SeniorAssetFull timeWork experience placementH1bWorldwideFlexible hours
- ...Job Description Job Description Senior Private Client Relationship Manager –Atlanta, GA FinTrust Connect has... ...treasury management, investment, and wealth-planning specialists. Why this... ...Develop new relationships, attract new assets, and deliver integrated private...SeniorAssetTemporary work
- ...- We are currently seeking a Senior Director to join our Institutional... ...Funds, REITS, Sovereign Wealth Funds, Pension Funds, and other... ...Include: Focus on management of team members, workflow and... ...expectedAbility to cover multiple asset classes and geographiesAbility...SeniorAssetFull timeTemporary workLocal area
- ...capital, robust talent acquisition and training, leading quality management resources, best‑of‑breed technology, AI tools, an offshore... ...credential from ClearlyRated. The Role We are seeking an experienced Senior Tax Manager to join our collaborative, people‑first team! As a Tax...SeniorWork at officeFlexible hours
- ...industries and is seeking an experienced Audit Senior Associate or Audit Supervisor to join our... .... Responsibilities Plan and manage client audit engagements from start to finish... ...receivable accounts payable and fixed assets with accuracy and efficiency Prepare financial...SeniorAsset
$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$113.15k - $270.02k
At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic team within a collaborative, future forward... ...the status quo.KPMG is currently seeking a SALT Direct Tax Senior Manager, Shared Services to join our Delivery Center.Responsibilities:...SeniorWork at officeLocal area$155k - $190k
...Senior Product Specialist - Retail Channel (Canvas) O'Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking... ...opportunities for long-term wealth creation. Our talented, global... ...) that target improved after-tax outcomes. O'Shaughnessy Asset...SeniorAssetLocal area- ...or application of the Truist Wealth platform including but not limited... ...business analysis and project management effort to drive the strategy,... ...and advisor experience, and asset and revenue goals. Coordinate... ...accidental death and dismemberment, tax-preferred savings accounts,...SeniorAssetFull timePart timeWork at officeShift workDay shift
- ...Description: CKH is seeking a Senior Manager, Tax Practitioner who is a talented CPA (Certified Public Accountant) with strong leadership values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the...SeniorFull time
$185k - $200k
...responsible for coordinating and managing the delivery of value-added... ...-developed relationships with Senior Management and ongoing business... ...4. Experience in Wealth Management including brokerage... ...accidental death and dismemberment, tax-preferred savings accounts, and...Full timePart timeShift workDay shift
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