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- ...more important than investing in our culture because... ...currently seeking a Senior Associate to join our State and... ...Participate in multi-state companies with state and local... ...Build and manage client relationships,... ...with all local/state regulations regarding displaying...SeniorAssetLocal area
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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$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- DescriptionAbout DCAMMThe Division of Capital Asset Management and Maintenance manages and stewards... ...its Office of the General Counsel as a Senior Assoicate General Counsel.This is a... ...resolution.Research and analyze statutes, regulations, policies, precedents, and evolving...SeniorAssetFull timeContract workPart timeWork experience placementWork at officeWork from home
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...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$110k
...platforms, with $1.4B+ in assets raised and investments in 1,600+ companies. Our network of 85... ...Relations Associate at Alumni Ventures... ...success, relationship management, investor... ...direct exposure to senior leadership, you will... ...venture capital, wealth management, banking...AssetWork at officeImmediate startFlexible hours$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... ...judgment, effectively manage stress and work safely...SeniorAssetLocal area
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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$77k - $202k
...Strategic Sourcing - Value Capture - Senior Associate, you will focus on optimizing... ...chain resilience. Within our Management Consulting practice, you will... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeContract workH1b- ...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
- 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
$100k - $160k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 Tn in assets under management or supervision as of March 31, 202... ...team invests in U.S. and European senior loans and CLO debt tranches, with...SeniorAssetTemporary workWorldwide- ...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
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...today and tomorrow.SENIOR ASSOCIATE GENERAL COUNSEL JOB... ...the subject matter of asset management and federal securities... ...SEC rules and FINRA regulation. In addition to... ...working knowledge of the Investment Advisers Act of 1940... ...background in wealth management, fiduciary...SeniorAssetFull timeSecond jobRemote work- ...number one priority. With a wealth of learning and career... ...KPMG is currently seeking a Senior Associate, Workforce Management-UKG to join our... ...complies with all local/state regulations regarding displaying salary... ...the abilities to adhere to company policies, exercise sound...SeniorH1bLocal area
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...Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs,... ...analyze complex problems and manage workstreams effectively. You... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$77k - $202k
...services related to financial management and strategy. These individuals... ...AI-driven technologies. As a Senior Associate, you will analyze complex business... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$77k - $202k
...services related to financial management and strategy. These individuals... ...using OneStream. As a Senior Associate, you will analyze complex problems... ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- ...A leading global asset management firm is seeking a professional for their high net worth sales desk in Boston. The role involves supporting an External Strategy Specialist, identifying client needs, and providing analytical sales support. Candidates should possess a...Asset
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...majority employee-owned investment management organization with... ...You’ll Do The Senior Associate, RFP is responsible... ...adheres to applicable regulations and industry standards... ...management within asset management or a related... ...culture ~ Company events and employee...SeniorAsset
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