Asset & Wealth Management Tax Director
$150kPwC
The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' adherence to tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non‑compliance. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive‑level client relations. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success. In this role, you will develop new ideas, solutions, and structures, driving thought leadership and promoting technological advances. You will create an environment where people and technology thrive together, identifying gaps in the market and converting opportunities to success for the firm. Responsibilities Leading strategic tax planning and compliance initiatives for asset and wealth management clients Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks Developing and implementing innovative tax strategies to support business growth and client satisfaction Mentoring and guiding team members in delivering exceptional tax services and fostering professional development Collaborating with executive‑level clients to understand their needs and provide tailored tax solutions Driving thought leadership by developing new ideas and solutions within the tax compliance domain Promoting technological advancements to enhance tax processes and improve efficiency Identifying market gaps and converting them into successful opportunities for the firm Upholding professional and technical standards, including adherence to the firm's code of conduct and independence requirements What You Must Have At least a Bachelor's degree At least 8 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 strategic leadership in asset and wealth management tax Cultivating executive‑level client relations and driving business growth Translating vision into actionable strategies and inspiring teams Promoting technological advances for enhanced client satisfaction Developing innovative tax solutions and structures Mentoring future leaders in tax compliance and consulting Identifying market gaps and converting opportunities into success The salary range for this position is: $150,000 - $438,000. 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 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
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b- PwC is seeking an Asset & Wealth Management Tax Director in Hartford to guide clients through complex tax planning, compliance, and strategy. You will set strategic direction, lead business development, and mentor teams while upholding PwC's standards of quality and integrity...Asset
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...member’s unique strengths, and managing performance to deliver on client expectations... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b$124k - $335k
...A career in our Financial Services Tax practice, within Corporate Tax services, will... ...clients meet their tax obligations while managing the impact tax has on their business.... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join...AssetH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeSecond jobH1b$103.6k - $215.8k
...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! As a Manager in Tax Controversy, you will assist clients in responding to and...AssetFull timeSummer holidayImmediate startFlexible hours$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$150k
...Capital MarketsSpecialismIndustry Tax PracticeManagement... ...Banking & Capital Markets Tax Director, you will focus on providing... ...financial services- Leading project management initiatives in banking and... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b- ...seeking experienced Financial Advisors and Wealth Management Professionals to join our growing... ...estate planning, education funding, and tax-efficient wealth strategies Grow and manage... ...management platform, and billions of dollars in assets under management, Northwestern Mutual...AssetFull timeLocal areaFlexible hours
$150k
...LevelDirectorJob Description & SummaryThe OpportunityAs a Tax Innovation - Tax Data Transformation - Director, you will specialize in delivering comprehensive... ...or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetFull timeH1b- ...Advisory Consulting to lead field-based regional sales and advisory efforts. You will drive adoption of the Wealth Management Platform, engage top advisors, and grow assets across the region. You will manage regional consultants, partner with Marketing, Product, and Research...AssetRemote jobWork at officeHome office
- ...assisting a local bank in Fairfield County with an established Wealth Management division to recruit a Wealth Advisor. The ideal candidate... ...maintain relationships with high-net-worth clients, targeting new assets of at least $1M per account. You will work closely with...AssetLocal area
$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...AssetWork experience placementSummer holidayFlexible hours- Moneco Advisors in Connecticut seeks a Senior Tax Associate to join its integrated tax advisory practice within a growing independent wealth management firm. This full-time role sits at the intersection of tax compliance and holistic financial planning inside a Registered...Full time
$100k - $110k
...Rooted in Mission. Powered by Your Practice. Wealth Management Advisor As a Wealth Management Advisor, you will develop a high-quality wealth... ...re a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial...AssetWork at office- Define and execute the strategic vision for Voya's Retirement and Wealth Management investment funds ecosystem, and strategic partner... ...Management, Finance, Operations, Technology, Compliance, and external asset management firms. Ensure Voya maintains a market-leading...Asset
- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500...Asset
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area$100.35k - $205k
...concerns, while providing solutions to complex tax issues? Do you not only know what AGI &... ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you...Private practiceWork at officeLocal area$150k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelDirectorJob... ...& SummaryThe OpportunityAs a Tax Director - Global Information Reporting, you will... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...fieldwork, testing, and documentation across Conning Holdings Limited’s entities, under supervision of AVP/Director. Develop deep domain knowledge in asset management and financial services auditing. Responsibilities include risk-based audits, RACMs, data extraction, and...Asset
- ...are looking for a Senior Internal Audit Manager to join their team in Connecticut. Responsibilities... ...financial areas, while supporting the Director in enhancing the audit function. Plan... ...controls, processes, compliance, and asset protection. Partner with finance teams and...Asset
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...to pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...AssetLocal area
$76.6k - $157.2k
Position Summary Tax Campaign Marketer Lead Specialist If you’re a marketer, creative... ...and create relevant content and eminence assets, including POVs, articles, podcasts, and... ...plans and campaign actionsStrong project management and organizational skills; can manage...AssetWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...tax services and solutions within the asset and wealth management sectorWhat You...AssetFull timeH1bLocal area$109k - $184k
...people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with... ...communities, and each other.CLA is currently seeking an Audit Director/Audit Manager to join our State and Local Government (SLG)...Full timeLocal area$55k - $57k
...Evaluates performance of direct reports. Maintains a financial management system that provides accurate, complete, and current... ...funds provided by the government have not been compromised and assets are properly safeguarded. Conducts periodic self-evaluations...AssetFull timeFor contractorsWork at officeMonday to Friday$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships with an established... ...and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key... ..., along with the ability to perform asset allocation and analysis for...AssetTemporary workWork at officeLocal areaRemote workMonday to Friday- ...Stream software. Assist in preparation of management reports and accompanying schedules,... ...Coordinate and complete periodic Corporate Tax Packages and regulatory filings.Audits: Assist... ...accounting systems, safeguard company assets and ensure transactions are recorded properlySystems...Asset
$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused... ...of one of the firm’s Managing Directors and Wealth Path leadership to... ...clients and bring in additional assets from existing clients to move... ...in the areas of investments, tax, pension, estate, insurance,...AssetTemporary workWork at officeLocal areaMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Director. Be the first to apply!
- asset protection manager Hartford, CT
- wealth management advisor Hartford, CT
- wealth management consultant Hartford, CT
- wealth manager Hartford, CT
- senior tax director Hartford, CT
- sales & use tax manager Hartford, CT
- tax manager Hartford, CT
- hedge fund private equity tax manager Hartford, CT
- remote tax manager Hartford, CT
- senior international tax manager Hartford, CT

