Asset & Wealth Management Tax Senior Manager
$124k - $335kPwC
The Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations. As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to accelerate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm. In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships. Responsibilities Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations Reviewing and analyzing financial data to prepare and file accurate tax returns Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders Applying systems thinking to identify underlying problems and opportunities in tax compliance processes Directing teams through complex situations, demonstrating composure and strategic problem solving Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams Making informed decisions and taking action to resolve issues hindering team effectiveness Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements Building and maintaining relationships with clients to provide strategic tax advice and guidance What You Must Have At least a Bachelor's degree At least 6 years of experience At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Demonstrating advanced skills in tax compliance and auditing Utilizing strategic questioning to drive asset management solutions Excelling in drafting and preparing complex tax documents Leveraging analytical thinking for financial statement analysis Applying project management skills to regulatory compliance consulting Building relationships through effective communication and influence Adapting to change with intellectual curiosity and learning agility 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. To view our benefits at a glance, please visit the following link: As PwC is anequal 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: Learn more about how we work: For 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 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. #J-18808-Ljbffr PwC
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorAssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorAssetFull timeH1b$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex...AssetFull timeH1b$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex...AssetFull timeH1b- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...SeniorAsset
$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ..., and increased efficiencies. As a Senior Manager you are tasked with leading large... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorAssetFull timeWork experience placementWork at office
- ...Senior Wealth Advisor Apply ( locations Miami, FL time type... ...advice using ongoing portfolio management solutions targeting clients and... ...of $5 to 15M in investable assets using Vanguard products and the... ...to investment advice, tax strategies, legacy and estate...SeniorAssetFull timeLocal areaRemote work
$158.4k - $237.6k
## Citi Wealth - Wealth Advisor - Senior Vice PresidentApply: Hybrid: Miami Florida United States: Full time: Posted Today: 26958879Global Wealth... ...Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific...SeniorAssetFull time$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...SeniorAssetH1bShift work- ...Responsibilities Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: Assist... ...understand the client’s goals develop customized asset allocation strategies and investment...SeniorAssetFull timeFlexible hours
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for...SeniorAssetFull timeWork experience placementH1bWorldwideFlexible hours
$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice... ...owners protect and grow their biggest asset, the business. We collaborate with our... ..., including succession planning, wealth transfer planning, and tax complianceManage...SeniorAssetFull timeWork experience placementInternshipPrivate practiceLocal area- ...financial centres. Our Big 4 client is looking for a Senior US Business Tax Manager to join its Cayman-based financial services team, advising... ...ll Need ● 7 – 8+ years of US tax experience, ideally in asset management or financial services ● US CPA or Enrolled Agent...SeniorAssetRelocationOverseasWeekend work
- PwC in Miami seeks an Asset & Wealth Management - Renewable Energy Tax Senior Associate to advise clients on tax planning, compliance, and strategy. You will build client connections, guide teams, and navigate complex tax regulations within renewable energy projects. The...SeniorAsset
$99k - $266k
PwC in the United States is seeking an Asset & Wealth Management - Renewable Energy Tax Manager to guide clients through tax planning, compliance, and strategy, leading teams and mentoring junior staff while upholding PwC's standards. You will analyze financial data, prepare...Asset- EY Private Tax is seeking a Manager to lead tailored tax advice and compliance for high‑net‑worth families and private businesses. You will guide wealth transfer, governance, and cross‑border planning while building relationships across our global EY network. The role focuses...
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...Senior
- Grove Bank & Trust in Miami, FL seeks a Wealth Strategist to provide advisory services, develop customized wealth plans,... ...ongoing client communication, with a focus on long-term asset growth and risk management. A Bachelor’s in Finance with 5+ years of client-facing experience...SeniorAsset
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...technology and exceptional service. At Northern Trust, the Senior Banking Advisor develops and manages complex wealth management...SeniorAssetFull timeH1bWorldwideFlexible hours
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...clients using leading technology and exceptional service. The Senior Fiduciary Coordinator is responsible for supporting the...SeniorAssetFull timeH1bWorldwideFlexible hours
$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- ...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... ...clients using leading technology and exceptional service. The 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... ..., estates guardianship and transfer taxes. This position is in the Trust Counsel... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorAssetFull timeH1bWork at officeLocal areaWork from homeWorldwideFlexible hours
- ...Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses;... ...institution. They are looking to hire a Senior Private Banker/Relationship Manager to join... ...with minimum USD 20 million in bankable assets Advise clients on international...SeniorAsset
$124k - $335k
...The Opportunity As a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetH1bLocal area$70k - $200k
...Client Coverage, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a seasoned professional... ...of bringing in new bank and brokerage assets.Deepen relationships with existing... ...clients through converting referral leads.Manage client follow-up and adhere to all Regulatory...SeniorAssetFull timeWork at office- ...- 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
- ...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
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