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- ...PwC is seeking a Senior Manager in Asset & Wealth Management Tax to lead regulatory and compliance advisory for corporate and client projects in the United States. The role focuses on regulated investment companies and strategic tax planning within a busy Tax practice....SeniorAsset
$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$73.72k - $164.57k
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...identify and actively invest in opportunities... ...a premier global asset management organization with... ...clients and our associates is good business.... ...Advice Growth, Senior Manager is a... ...Conduct and interpret wealth management market... ...determined upon company and individual performance...SeniorAssetFull timeLocal areaRemote work$144.21k - $344.2k
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Industry/SectorAsset and Wealth ManagementSpecialismIndustry... ...SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide... ...navigate intricate tax regulations and optimize their tax positions... ...as accessing sensitive company or customer information, handling...AssetFull timeH1b$163.4k - $322.1k
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...business partners, manage risk, and unlock... ...delivery. As a Senior Manager - SAP Treasury... ....Develop tools, assets, and accelerators... ...differential associated with the location... ...through our own investments, commitments, and... ...under the rules and regulations of public...SeniorAssetLocal areaVisa sponsorship$110.7k - $218.3k
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...multifamily housing assets that meet specific risk... ...they serve. As a Senior Associate, you will gain firsthand... ...-private-partnership investments in housing. With the... ...External Stakeholder Management: Coordinate with third... ...retirement/401k, and Company Contribution plan. Additional...SeniorAssetFull timeContract workTemporary workWork experience placementLocal area$77k - $202k
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Company OverviewEvery firm has a culture - the values, beliefs... ...Advisory is an independent investment management and strategic advisory firm... ...of the firm.Job SummaryThe Senior Business Analyst - Private... ...action plans.Understanding of wealth and asset management business...SeniorAssetFull timeTemporary workH1bWork at officeWorldwide$88k - $132k
...Senior Operations Analyst The Senior Operations... ...client facing Portfolio Management teams throughout a... ...Preferred: Certificate in Investment Performance... ...$24 billion of client assets and has offices in Baltimore... ...preserve, build and manage wealth for 1919 Investment...SeniorAssetFlexible hours$110.7k - $218.3k
...Treasury Transformation Senior Consultant on the... ...and liquidity management, trade management... ..., reusable assets, and mentoring of... ...geographic differential associated with the location... ...through our own investments, commitments, and... ...the rules and regulations of public...SeniorAssetLocal areaWorldwideVisa sponsorship$145k - $247k
...identify and actively invest in opportunities... ...a premier global asset management organization with... ...clients and our associates is good business.... ...this PositionThe Senior Legal Counsel... ...working in or for a regulated financial... ...determined upon company and individual performance...SeniorAssetFull timeLocal areaRemote workWork from home1 day per week$120k - $172k
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