Asset & Wealth Management - Tax Senior Associate
$77k - $214kPwC (US)
Senior Associate, Financial Services Tax
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.
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 Opportunity
As 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 standards
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- Job seekers need to demonstrate the minimum requirements are met for CPA licensure per respective state regulations
What 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 licensure, or Member of the Bar
- Job seekers need to demonstrate that the minimum requirements are met for CPA licensure per respective state regulations
Travel Requirements
Up to 20%
Job Posting End Date
The 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.
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorAssetFull timeH1b- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team...SeniorAssetLocal areaOverseas
$81.13k - $164.57k
...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 areaRemote work$81.13k - $164.57k
...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-... ...firm 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-disciplinary...SeniorAssetLocal area$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1b$76k - $125.3k
...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- ...additional PTO, and you'll have the autonomy to manage your workload without being micromanaged. As a Tax Senior, you'll work with an interesting mix of high net... ...s plenty of variety, including trust, estate and wealth transfer work, so no two days look the same. They...Senior
- ...preserve, and protect their wealth is what you'll do as a Private... ...delivery of Brokerage, Investment management, Trust, and Insurance... ...success. Your Client Service Associate will be the direct contact to... ...members ~$53.8 billion in assets* ~$123.6 billion in assets...SeniorAssetLocal 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...SeniorAssetWork experience placementSummer holidayFlexible hours- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...analysts responsible for portfolio and asset allocation to achieve the client's investment...AssetWork experience placementWork at office
$60k - $79k
...Brewer Morris Recruiter - Tax, Audit and Outsourced... ...individual on a path toward management. Benefits Include: Compensation... ...interviews now! Seniority level Seniority level Associate Employment type Employment... ...ago Tax Senior Associate, Asset Management (Remote Option...AssetFull timeRemote workWork from home- ...alternative application process. Senior Accountant Full Time Indirect... ...Consulting and Program Management firm. Our purpose is to build... ...reconciliations. Process Sales Tax calculation, payments and reconciliations... ..., including accruals, fixed assets gains and loss, lease...SeniorAssetFull timeInterim roleWork at office
- ...multiple regions. The company is known for strong leadership, modern assets, and long‑term stabilit y, offering professionals the chance... ...excellence and future‑focused innovation About the Role This Senior Manager, Accounting role leads our General Ledger team and owns the...SeniorAsset
- ...activities such as evaluating Access, Security, Configuration Management, Segregation of Duties, Contingency, and Business Application controls... ...'s back-office operations including contracting, supply chain/asset management, and human resources. Assist with "assertion"...SeniorAssetFor contractors
- ...Senior Asset Management Consultant Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life...SeniorAsset
- ...invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across... ..., visit affiniuscapital.com. Job Description The Senior Vice President Compliance and Counsel will work closely...SeniorAssetFull timeWork experience placementCasual work
- ...Senior Project Manager Fisk Electric, a Tutor Perini Company, is seeking a Senior Project Manager to join our office in San Antonio, TX.... ...been fulfilled prior to their mobilization Manage project assets Conduct weekly and monthly review (study) of job cost reports...SeniorAssetContract workFor contractorsFor subcontractorWork at office
$177.69k
...opportunity. Position Summary We\'re seeking a Senior Account Executive (known to N2 as Area... ...client base. From there, you grow an asset you own. This hybrid position involves a... ...capture authentic, community-driven content Manage your territory, sales pipeline, and...SeniorAssetLocal areaWork from homeHome officeFlexible hours- ...success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain,... ...Turner & Townsend is seeking multiple experienced Senior Project Managers to join our team in support of multiple...SeniorAssetFor contractorsLocal areaFlexible hours
- ...Overview McBride Consulting has an exciting opportunity for a Senior Logistics Manager supporting the Air Force Life Cycle Management Center/ISR... ...Assignment (SORA) packages, and DMSMS plans. Support asset visibility, supply chain management, and logistics data analysis...SeniorAssetFull timeContract workFor contractorsWork at office
$91k - $321.5k
...: Up to 20% The Opportunity As a State & Local Senior Manager on the PwC Internal Partnership Tax Team, you will work within the firm's internal Tax department... ...or customer information, handling proprietary assets, or collaborating closely with team members. We...SeniorAssetFull timeH1bLocal area- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...relationships. The combined business has approximately 400 billion in assets under management and 4,000 advisors who work out of 3,500...Asset
$70k - $75k
...Category Finance Employee Type Exempt FT Required Degree 4 Year Degree Manage Others No POSITION SUMMARY The Senior Accountant will prepare and maintain financial records to track the organization assets, liabilities, profit and loss, and other financial activities. The...SeniorAsset$91k - $321.5k
...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...that drive operational excellence. As a Senior Manager you will serve as a strategic advisor... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b- ...innovative medicines that aim to prevent, manage, and treat gastrointestinal and metabolic... .... Position Summary: The Senior Manager, Factory Engineering position is... ...the following areas; capital execution, asset maintenance and utilities excellence, engineering...SeniorAssetTemporary workWork experience placementRelocation package
$171.6k - $392.1k
...help to build a better working world. ServiceNow AI Architect Senior Manager In the digital economy, it takes more than good ideas and strong... ...the design and development of cutting‑edge solutions and assets. Your Key Responsibilities Lead engagement delivery and manage...SeniorAssetSummer holidayFlexible hours$75k
...providing proven services that increase awareness, improve reputation management and ultimately drive case volumes across many different... .... What’s in it For You At Findlaw, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional...SeniorAssetCasual workWorldwideFlexible hoursNight shift$124k - $280k
...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...Expert, Azure Data Engineer Associate, Snowflake Core, Snowflake... ...services Designing and managing data warehouses and data lakes... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$135k - $150k
...Job Description Job Description Tax Manager CPA Office- Serves clients in the professional services / wealth management In-Office | CPA Required | $135,000 - $15... ...responsiveness. Review tax work prepared by staff and senior accountants, ensuring accuracy and compliance....SeniorWork at office- ...BOK Financial is seeking a Private Wealth Advisor to develop, maintain, and expand relationships with high net worth clients, families, trusts, and related entities. The Advisor collaborates with investment analysts, providing ongoing financial planning and education...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- remote tax accountant San Antonio, TX
- accountant tax preparer San Antonio, TX
- tax advisor San Antonio, TX
- tax preparers San Antonio, TX
- tax examiner San Antonio, TX
- tax specialist San Antonio, TX
- tax accountant San Antonio, TX
- corporate tax accountant San Antonio, TX
- tax consultant San Antonio, TX
- sales & use tax accountant San Antonio, TX

