Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management Tax Manager

$99k - $266k

PwC

At 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.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Analyse and identify the linkages and interactions between the component parts of an entire system.

Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

Develop skills outside your comfort zone, and encourage others to do the same.

Effectively mentor others.

Use the review of work as an opportunity to deepen the expertise of team members.

Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

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 Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

  • Supervise and develop team members to achieve exceptional deliverables

  • Manage client service accounts and engagement workstreams

  • Independently solve and analyze complex problems

  • Utilize PwC's technical knowledge and industry insights to address client needs

  • Drive digitization, automation, and efficiency improvements

  • Coach teams to enhance their skills and performance

  • Oversee successful planning, budgeting, and execution of projects

  • Foster a culture of continuous improvement and innovation

What You Must Have

  • Bachelor's Degree in Accounting

  • 4 years of experience

  • CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

  • Thorough knowledge of compliance and consulting for financial partnerships

  • Knowledge of structuring funds to limit tax liability

  • In-depth tax technical skills in partnership tax forms

  • Experience identifying and addressing client needs

  • Building, maintaining, and utilizing networks of client relationships

  • Success as tax technical business advisor

  • Familiarity with CRM systems

  • Knowledge of automation and digitization in professional services

  • Experience with alternative fee arrangements and pricing strategies

The salary range for this position is: $99,000 - $266,000. 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 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:

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 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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:

#LI-Hybrid

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Manager in San Francisco, CA vacancy
  • $124k - $335k

     ...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the... 
    Asset
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    San Francisco, CA
    3 days ago
  • $102.1k - $187k

     ...go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and...  ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... 
    Asset
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    San Francisco, CA
    2 days ago
  • $95.4k - $180.4k

     ...increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business...  ...resources, investment operations, tax, technology, risk, and philanthropy...  ...and business strategy within the asset management, private equity, or... 
    Asset
    Temporary work
    Work experience placement
    Internship
    Work at office
    Local area

    RSM US LLP

    San Francisco, CA
    1 day ago
  • $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... 
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Francisco, CA
    3 days ago
  • $153.43k - $332.7k

     ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-...  ...a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax...  ...entities and partnerships for a variety of Asset Management clients Work as part of a multi... 
    Asset
    Local area

    KPMG

    San Francisco, CA
    2 hours ago
  • $200k - $300k

     ...Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor... 
    Asset
    Full time

    Citigroup Inc.

    San Francisco, CA
    18 hours ago
  • $110k - $135k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is...  ...professionals who work in conjunction with our wealth advisors to provide tax compliance... 
    Asset
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    14 days ago
  • $77k - $214k

     ...At PwC, our people in tax services focus on providing advice and guidance to clients on...  ...meaningful client connections, and learning how to manage and inspire others. Navigating...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $124k - $335k

     ...At PwC, our people in tax services focus on providing advice and guidance to clients...  ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    H1b

    PwC

    San Francisco, CA
    1 day ago
  •  ...boutique CPA firm in San Francisco handling tax strategy for ultra-high-net-worth (UHNW) families with assets from $100MM to multiple billions. We...  ...Lead sophisticated tax planning, wealth transfer, and estate structuring. Manage complex multi-generational returns, trusts... 
    Asset
    Casual work
    Work at office

    CyberCoders

    San Francisco, CA
    1 day ago
  •  ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional...  ...management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in... 
    Asset
    Internship

    Ieqcapital

    San Francisco, CA
    3 days ago
  • $95k - $150k

     ...Description Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your...  ...firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Platform Accounting

    Daly City, CA
    1 day ago
  •  ...individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial... 
    Asset

    Beacon Pointe

    San Francisco, CA
    1 day ago
  • $115k - $160k

     ...Responsibilities Support senior Relationship Managers on large, complex family office...  ...Coordinate with clients’ outside advisors on wealth transfer, asset protection, philanthropy, and other...  ...Familiarity with trust & estate or personal tax concepts and ability to communicate... 
    Asset
    Full time
    Work at office

    Russell Tobin

    San Francisco, CA
    4 days ago
  • $124k - $335k

     ...seasonal employee, you'll join our Tax Compliance team to deliver...  ...their financial planning and wealth transfer goals. In this role,...  ...tax positions and strategies Managing and coaching teams to solve...  ...information, handling proprietary assets, or collaborating closely with... 
    Asset
    Fixed term contract
    Summer work
    Seasonal work
    H1b
    Remote work

    PwC

    San Francisco, CA
    4 days ago
  • $206.5k - $300k

     ...Job Description The Private Wealth Strategist, part of Merrill’s Strategic...  ...within Merrill Private Wealth Management (PWM) that works closely with...  ...business succession, global asset allocation, risk management...  ...and individuals Strong Tax, legal research and writing skills... 
    Asset
    Private practice
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    San Francisco, CA
    4 days ago
  • $175k - $200k

     ...We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that...  ...growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for... 
    Asset
    Temporary work
    Bank staff
    Work at office
    Home office
    Visa sponsorship

    Roofstock

    San Francisco, CA
    2 days ago
  • $102.5k - $209.4k

     ...through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in...  ...-sourcing, outsourcing, advisory, and audit services, to help management meet those challenges. Responsibilities: Review... 
    Full time
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    San Francisco, CA
    11 hours ago
  • $140k

     ...is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than...  ...processing while overseeing payroll operations, payroll tax compliance, systems administration, financial... 
    Asset
    Local area
    Remote work
    Worldwide

    Highgate Hotels

    San Francisco, CA
    3 days ago
  • $150k

     ...Opportunity As a Banking & Capital Markets Tax Director, you will focus on providing...  ...in financial services Leading project management initiatives in banking and capital...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    H1b

    PwC

    San Francisco, CA
    1 day ago
  • $170k - $210k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is...  ...methodology here. Job Summary: The Wealth Advisor focuses on deepening... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    13 days ago
  • $112k - $150k

     ...as well as other people with complicated tax and financial structures. The Private Client...  ...insurance planning. Job Summary A Tax Manager, Private Client Services is responsible...  ...grants employees the chance to grow their wealth over time as their shares vest and grow in... 
    Private practice
    Work at office

    BDO USA

    San Francisco, CA
    2 days ago
  •  ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional...  ...management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in... 
    Asset
    Contract work
    For contractors
    For subcontractor
    Internship
    Work at office
    Local area

    IEQ Capital

    San Francisco, CA
    4 days ago
  • $107.16k - $226.32k

     ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that...  ...stand for as a firm. KPMG is currently seeking a Business Tax Manager - Consulting Focused to join our Business Tax Services practice.... 
    Local area

    KPMG

    San Francisco, CA
    2 hours ago
  • $99k - $252.45k

     ...Specialty/Competency: Assurance Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity As an AWM - Assurance - Digital Assets Manager, you will focus on providing independent and objective assessments of financial... 
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    1 day ago
  • $100k - $185k

     ...Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done....  ...firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Platform Accounting

    South San Francisco, CA
    22 days ago
  • $140k - $170k

     ...We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that...  ...growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for... 
    Asset
    Temporary work
    Interim role
    Work at office
    Home office
    Visa sponsorship

    Roofstock

    San Francisco, CA
    18 hours ago
  • $190k - $275k

     ...BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing,...  ...over Financial Reporting (ICFR) testing plan in coordination with management and external auditors Serve as the primary internal owner... 
    Asset
    Full time
    Worldwide

    blockchaincapital.com

    San Francisco, CA
    18 hours ago
  • $76k - $125.3k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...challenges, then come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team of professionals... 
    Asset
    Summer holiday
    Flexible hours

    EY

    San Francisco, CA
    1 day ago
  • $99k - $266k

     ...Overview Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not Applicable...  ...team member’s unique strengths, and managing performance to deliver on client expectations...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Asset
    Full time
    H1b
    Local area

    PwC

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!