Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77k - $214kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt 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 OpportunityAs part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You 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 knowledge.Responsibilities- Leading the way as technology-enabled tax advisors- Delivering benefits through digitization and automation- Solving complex problems with innovative solutions- Mentoring and supporting junior team members- Upholding exceptional standards in every task- Cultivating and maintaining client relationships- Gaining a deeper understanding of business contexts- Managing and navigating complex scenariosWhat You Must Have- Bachelor's Degree- 3 years of experienceWhat 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 BarTravel RequirementsUp to 20%Job Posting End DateThe 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: 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: MA-Boston; CA-Los Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full time
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorAssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth... ...navigate complex tax regulations and optimise their tax... ...unique strengths, and managing performance to deliver... ...as accessing sensitive company or customer information... ...handling proprietary assets, or collaborating closely...AssetFull timeH1b$77k - $214k
.../SectorAsset and Wealth ManagementSpecialismIndustry... ...complex tax regulations and optimise... ...learning how to manage and inspire others... .... As a Senior Associate you shall analyze... ...accessing sensitive company or customer information... ...handling proprietary assets, or collaborating...SeniorAssetFull timeSecond jobH1b$105k - $125k
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations... ...funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets...SeniorAssetCasual workWork at officeLocal areaWorldwideFlexible hours3 days per week- ...solutions to our clients and investing partners. As our... ..., subject to manager approval. For example,... ...be used as needed.The Senior Associate, Client Marketing will... ...HarbourVest’s Global Private Wealth business. This role translates... ...pages, digital assets, presentations, and related...SeniorAssetFull timeWork at officeLocal areaRemote workHome office1 day per week
$81.13k - $164.57k
...nothing is more important than investing in our culture because it... ...is currently seeking a Senior Associate, Asset Management Technology (DAC) to join... ...with all local/state regulations regarding displaying salary... ...abilities to adhere to company policies, exercise sound...SeniorAssetLocal area- ...Partners (U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted... ...marketing campaigns for the Global Private Wealth business. The role involves analyzing... ...marketing experience with a focus on asset management or financial services. #J-18808-...SeniorAssetRemote work
$70k - $89k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston... ...MD; Englewood, NJ Company Description: Pathstone is a growing wealth management firm serving ultra-high... ...Our services include investment advisory, as well as... ...00 billion in client assets under management, advisory...SeniorAssetInternshipWork at officeFlexible hours$77k - $202k
...Applicable Specialism Valuation Management Level Senior Associate Job Description & Summary... ...guidelines and industry regulations. What You Must Have At... ...analysis. Engaging in complex asset and inventory valuation.... ...as accessing sensitive company or customer information, handling...SeniorAssetH1b$95k - $110k
...majority employee-owned investment management organization with... ...What You’ll Do The Senior Associate, RFP is responsible... ...adheres to applicable regulations and industry... ...data management within asset management or a related... ...supportive workplace culture Company events and employee...SeniorAsset$52k - $84.76k
...NPORT Operations Senior Associate, located in either... ...City, MO will manage monthly N-PORT and... ...SSGS). SSGS gives asset owners and managers... ...effective investment solutions. From core... ...asset intelligence companies in the world. From... ...needs. And our wealth of development programs...SeniorAssetTemporary workRemote workFlexible hours- About DCAMM The Division of Capital Asset Management and Maintenance manages and stewards the... ...Office of the General Counsel as a Senior Associate General Counsel. This role is for an... ...resolution. Research and analyze statutes, regulations, policies, precedents, and evolving...SeniorAssetFull timeContract workPart timeWork at officeWork from home
$74.7k - $126.9k
...leader in innovative wealth management, asset servicing, asset... ...across a diverse set of investment company types. The group is... ...and procedures associated with their annual fund... ...1940 Act rules & regulations, forms N-CSR, N-MFP... ...is encouraged, senior leaders are accessible...SeniorAssetFull timeH1bWorldwideFlexible hours- Brown Advisory is seeking a Senior Addepar Data Engineer / Analyst in Boston, MA to enhance their Wealth and Asset Management data capabilities. This role focuses on supporting and scaling the Addepar data ecosystem through data engineering and analytics. The ideal candidate...SeniorAsset
$110k - $140k
...Organization RWA Wealth Partners is a boutique wealth management firm that provides... ...$20 billion in assets. We are looking... ...Role Overview Senior Tax Accountants are... ...mentor to income tax associates and provide... ...federal laws, rules, or regulations. If you would...SeniorAssetWork experience placementWork at officeLocal areaFlexible hoursShift work$100k - $145k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates,... ...operates in 25 countries with $1.9 Tn in assets under management or supervision as of... ...excellence.The RoleWe are seeking a Senior Associate to join the Portfolio Specialist Team...SeniorAssetTemporary workWork at officeWorldwide- ...more important than investing in our culture... ...currently seeking a Senior Associate to join our Business... ...distribution work papers for Regulated Investment Companies (RIC) including (but not... ...and annual IRC asset compliance testing... ..., effectively manage stress and work safely...SeniorAssetFull timeWork experience placementLocal area
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global...Asset
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...such as accessing sensitive company or customer information, handling...SeniorAssetFull timeH1bLocal area- ...initiatives. As a Business Management Senior Associate supporting the Client... ...priorities Understanding of the wealth management business and... ...diversity and inclusion at our company. We do not discriminate on... ...mortgages, auto financing, investment advice, small business loans...SeniorWork at officeShift work
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and...Asset
- ...Senior HR Manager Requisition ID: 2025-65152 Category: Human Resources... ...a premier real estate investment and hospitality management company widely recognized as an... ...an aggregate asset value exceeding $20B and... ...Highgate Hotel Standards and regulations to encourage safe and...SeniorAssetHourly payNight shift
$120k - $135k
Title: Senior Project Management AssociateLocation: Boston, MAType... ...approximately $225 billion of assets under management,... ...’s leading private investment firms. We create... ...to help people and companies embrace possibility... ...Project Management Associate will lead projects across...SeniorAssetFull time$124k - $335k
Industry/SectorAsset and Wealth... ...obligations while managing the impact tax has... ...tax implications of investing in different jurisdictions... ...in the future.As a Senior Manager, you'll work... ...part of the Asset and Wealth Management... ...accessing sensitive company or customer information...SeniorAssetFull timeH1bLocal areaOverseas- ...priority. With a wealth of learning and career... ...seeking a Senior Associate in Financial Due... ...to Fortune 1000 companies, private equity investors, and asset based lendersInterface... ...achievability of managements budget,... ...all local/state regulations regarding displaying...SeniorAssetH1bLocal area
- The Commonwealth of Massachusetts is seeking a Senior Associate General Counsel for its Division of Capital Asset Management and Maintenance (DCAMM). This position involves advising on complex public-sector legal issues, particularly in real estate, leasing, and construction...SeniorAsset
$120k - $150k
...ll be doingThe Private Wealth Audit team provides independent... ...of the Private Wealth Management portfolio, including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll... ...licenses is an asset.You're able to travel....SeniorAssetFull timeRemote workShift work2 days per week$55 - $65 per hour
Senior Marketing Project Manager - Wealth Management A leading investment management firm in Boston, MA, is seeking a Senior Marketing... ...within wealth management, asset management, or investment management... ...in a fast-paced setting #J-18808-Ljbffr Daley And Associates, LLCSeniorAssetContract workWork from home1 day per week$77k - $202k
...in our Enterprise Performance Management team, within our Oracle consulting... ...and in the future. As a Senior Associate, you'll work as part of a team... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetH1b- # Senior Associate, Operational Due DiligencePartners CapitalSenior AssociatePrivate... ...RolePartners Capital, a Global Investment Office with $75B+ in assets under management acting for distinguished... ...is a fast-growing 400+ person company seeking someone motivated, entrepreneurial...SeniorAssetOdd jobWork at officeWorldwide
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