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

Asset & Wealth Management - Tax Senior Associate

$77k - $214k

PwC (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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in San Antonio, TX vacancy
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...connections, and learning how to manage and inspire others....  ...creative tax solutions. As a Senior Associate you will analyze complex...  ..., handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Antonio, TX
    1 day ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    San Antonio, TX
    1 day ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ...tax obligations while managing the impact tax has on their...  ...now and in the future.As a Senior Manager, you'll work as...  ...OpportunityAs part of the Asset and Wealth Management team... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Antonio, TX
    3 days ago
  •  ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-...  ...a firmKPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-... 
    Senior
    Asset
    Local area

    KPMG

    San Antonio, TX
    1 day ago
  •  ...Tax Senior Associate At KPMG, you can become an integral part of a dynamic team at one of the world’s top tax firms. Enjoy a collaborative...  ...-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team... 
    Senior
    Asset
    Local area

    Minnesota Jobs

    San Antonio, TX
    4 days ago
  • $125k

     ...Job Description Job Description Tax Senior – Wealth Management & Public Accounting Location: San Antonio, TX Compensation: Up to $125,000 + Annual Bonus (15–20%) Are you a tax professional looking for more than just another busy season? Our client... 
    Senior
    Work at office

    Levelociti

    San Antonio, TX
    10 days ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description...  ...meet their tax obligations while managing the impact tax has on their business...  ...industry such as tax credits and fixed asset depreciation; and,Possessing a... 
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Antonio, TX
    1 day ago
  • $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... 
    Asset
    Full time
    H1b

    PwC

    San Antonio, TX
    1 day ago
  • $55k - $151.47k

     ...OpportunityAs a PwC Internal Partnership Tax Team - Mobility Senior Associate, you will play a pivotal role in...  ...meaningful client relationships and managing expectationsTravel RequirementsUp to...  ...information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    San Antonio, TX
    2 days ago
  •  ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment...  ...Hedge Funds Financial Services Asset Management Consulting &...  ...Services Professional Services Wealth Management Fund Families Investment... 
    Senior
    Asset

    Confidential

    San Antonio, TX
    3 days ago
  •  ...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 ~$53.2 billion in assets* ~$129.3 billion in assets... 
    Senior
    Asset
    Local area

    BOK Financial

    San Antonio, TX
    4 days ago
  • $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... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    San Antonio, TX
    1 day ago
  • About this role:Wells Fargo is seeking an Senior Fiduciary Specialty Asset Manager (Energy) within Banking, Lending & Trust, part of Wealth & Investment Management (WIM) Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com). This role supports the... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office
    Free visa

    Wells Fargo

    San Antonio, TX
    2 days ago
  • $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.... 
    Senior
    Work at office

    MGR

    San Antonio, TX
    more than 2 months 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... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Antonio, TX
    3 days ago
  • Wealth Advisor - Independent RIA / Wealth Management Compensation: Competitive base salary + uncapped growth compensation...  ...that rewards tenure and the assets you personally bring in What...  ...A defined career path from Associate Wealth Advisor to Senior Wealth Advisor, with... 
    Asset

    The Well

    San Antonio, TX
    3 days ago
  • $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... 
    Asset
    Full time
    Remote work
    Work from home

    Brewer Morris

    San Antonio, TX
    1 day ago
  •  ...Description Job Description TITLE: Senior Refrigeration Manager Passion, talent and a mind that is...  ...and progressive thinking is the major asset needed to participate in our company...  ...50% of the time may be required. The associate must be able to work in a team environment... 
    Senior
    Asset
    For contractors
    Worldwide

    Cuisine Solutions

    San Antonio, TX
    4 days ago
  •  ...Senior Accountant Raba Kistner, Inc. is a premier Engineering Consulting and Program Management firm. Our purpose is to build a better and more sustainable...  .... Process Sales Tax calculation, payments and...  ...including accruals, fixed assets gains and loss, lease accounting... 
    Senior
    Asset
    Interim role
    Work at office

    Raba Kistner, Inc.

    San Antonio, TX
    2 days ago
  • $77k - $214k

     ...ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob...  ...(e.g. refer to specific PwC tax and audit guidance), the...  ...risk consultations. As a Senior Associate you are expected to analyze...  ..., handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Antonio, TX
    4 days ago
  • Wealth Management AdvisorSupported with a robust array of resources and solutions, Advisors at TIAA...  ...company fueled by world-class asset management. But weʼre not just another...  ...meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools... 
    Asset
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    San Antonio, TX
    1 day ago
  •  ...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 Company is... 
    Senior
    Asset

    Confidential

    San Antonio, TX
    4 days ago
  •  ...Senior Vice President of LIHTC Asset Management About the Company Leader in the LIHTC real estate market with a high-growth, fast-paced environment. Industry Real Estate Type Privately Held About the Role The Company is seeking a Senior Vice President... 
    Senior
    Asset

    Confidential

    San Antonio, TX
    4 days ago
  • $77.33k - $157.67k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)...  ...during and after preparation Build and manage client relationships, and supervise, mentor... 
    Senior
    Asset
    Local area
    Remote work

    KPMG

    San Antonio, TX
    3 days ago
  • $83.4k - $98.11k

    Senior Investment Risk AnalystSan Antonio, TX or Boston, MAAbout Victory Capital:Victory...  ...(NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional,...  ...hair texture or a hairstyle historically associated with race to include braids, locks, or... 
    Senior
    Asset
    Full time
    Work at office
    Local area
    Flexible hours

    Victory Capital

    San Antonio, TX
    1 day ago
  •  ...Senior Director, M&A About the Company Leading energy transition company shaping growth...  ..., leading strategic partnerships, and managing the acquisition and optimization of...  ...solar, storage, and digital infrastructure assets. This senior leadership position demands... 
    Senior
    Asset

    Confidential

    San Antonio, TX
    1 day ago
  • $180.2k - $355.1k

     ...ends on 09/26/2026. Work you'll do As a Senior Manager on the Organization, Workforce & Change...  ..., frameworks, and reusable assets.Serving as a trusted advisor across workforce...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Asset
    Local area
    Visa sponsorship

    Deloitte

    San Antonio, TX
    3 days ago
  •  ...success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain,...  ...& Townsend is seeking multiple experienced Senior Project Managers to join our team in support of multiple... 
    Senior
    Asset
    For contractors
    Local area
    Flexible hours

    Turner & Townsend

    San Antonio, TX
    4 days ago
  • $91.1k - $179.5k

     .../24/2026.Work you'll do As a Senior Consultant, Functional Transformation...  ...infotypes or objectsMigrate asset lifecycle data, including...  ...or workstreamsAbility to manage and prioritize multiple tasks...  ...applicable geographic differential associated with the location at which... 
    Senior
    Asset
    Local area

    Deloitte

    San Antonio, TX
    3 days ago
  • $124k - $280k

     ...ManagerJob Description & SummaryThe OpportunityAs a Managed Services Revenue Cycle - Pre Access - Senior Manager, you will specialize in enhancing the efficiency...  ...or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Antonio, TX
    1 day ago

Do you want to receive more vacancies?

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