Asset & Wealth Management - Tax 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 Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall 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 proficiency.Responsibilities- Lead digitization and automation efforts- Solve intricate tax challenges- Mentor and guide junior team members- Foster and sustain client relationships- Gain thorough understanding of business contexts- Navigate complex tax scenarios effectively- Grow personal brand and technical skills- Uphold exceptional professional and technical standardsWhat You Must Have- Bachelor's Degree in Accounting- 2 years of experience- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulationsWhat 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 Bar- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulationsTravel 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.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: NY-New York; IN-Indianapolis; CA-Irvine; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; MO-Kansas City; OH-Columbus; TX-Dallas; NV-Las Vegas; CA-Los Angeles; MD-Baltimore; MA-Boston; CA-Sacramento; MO-St. Louis; UT-Salt Lake City; CA-San Diego; CA-San Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; NY-Melville; FL-Miami; CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia; AZ-Phoenix; CT-Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full time
$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex...SeniorAsset$77k - $214k
...At PwC, our people in tax services focus on providing advice... ...connections, and learning how to manage and inspire others.... ...creative tax solutions. As a Senior Associate you will analyze complex problems... ...information, handling proprietary assets, or collaborating closely...SeniorAssetH1b$100k
The Baldwin Group Wealth Advisors, LLC is an independent... ...growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior... ...across practices to protect assets, optimize incomes, and... ..., insurance, tax‑aware strategies, and estate...SeniorAssetFull timeContract work$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...SeniorAssetH1bLocal areaOverseas- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services... ...and partnerships and for a variety of Asset Management clients Work as part of a multi-...SeniorAssetLocal area
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...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients...SeniorAssetH1bLocal area$85k - $120k
...relationships? We’re looking for a Senior Registered Client Associate to: maintain client... ..., and multi-generational wealth relationships support Sr.... ...a DC-based Private Wealth Management team serving UHNW families... ...also provide diversified asset management solutions and focused...SeniorAssetFull timeFlexible hours- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services... ...and partnerships and for a variety of Asset Management clients Work as part of a multi-...SeniorAssetLocal area
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...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team... ...and client relationship matters to senior management and subject‑matter professionals...SeniorAssetSummer holidayFlexible hours$100k - $130k
...About HUB Retirement & Private Wealth (RPW) We lead our communities... ...professional team. Job purpose The senior tax associate works directly with the tax team and wealth management teams to deliver personal, S-... ...manner; compile quarterly asset values for billing, journals,...SeniorAssetFull timeWork at office$175k - $227.5k
...the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure... .... What You’ll Be Responsible For Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and...SeniorAssetWork at officeFlexible hours- ...possesses a strong ability to manage multiple priorities? Would you... ...aligned at the intersections of assets, processes, policies and... ...Consulting has an opportunity for a Senior Consultant or Audit Manager... ...account for the deposit of non-tax forfeitures made by various participating...SeniorAssetFull timeWork at officeLocal areaRelocation
- ...possesses a strong ability to manage multiple priorities? Would you... ...aligned at the intersections of assets, processes, policies and... ...Consulting has an opportunity for a Senior Consultant or Audit Manager... ...account for the deposit of non-tax forfeitures made by various participating...SeniorAssetFull timeWork at officeLocal areaRelocation
- ...eliminate financial complexity for our members. We're transforming wealth management through the perfect blend of cutting-edge technology and... ...tackles the full spectrum of financial needs-investments, taxes, retirement planning, and estate management-all unified in one...SeniorWork at officeRelocationMonday to Friday
$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...SeniorAssetWork experience placementSummer holidayFlexible hours$133k - $296.4k
...the company’s success. As a Wealth Strategist Sr within PNC's... ...recruiter and hiring manager to understand workplace expectations... ...on and implements tax, estate and financial plans... ...to wealth strategists and associates.Retains and grows assets under management by working...SeniorAssetFull timeTemporary workPart timeWork experience placementWork at office$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector:... ...Banking & Capital Markets Tax Senior Associate, you will play a pivotal... ...business analysis, working capital management, and profit sharing, while... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1bLocal areaOverseas$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...AssetFull timeTemporary workPart time- ...helping shape how organizations measure and manage their carbon footprint. You will play a... ....As a Carbon Accounting Specialist, Senior Associate in Operational Sustainability, you support... ..., financial transaction processing and asset management. We offer a competitive total...SeniorAssetVisa sponsorship
$100k - $115k
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- ...Senior Vice President of LIHTC Asset Management About the Company Financial services company with offices around the country focused on affordable housing development. Industry Financial Services Type Privately Held About the Role The...SeniorAsset
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