Wealth Management Tax Senior Associate — Strategic Tax
PricewaterhouseCoopers
PwC seeks a Wealth Management Tax Services Senior Associate to provide strategic tax planning, compliance, and advisory services for clients, focusing on validating compliance and optimizing tax positions. You will build client connections, manage teams, and grow technically. Expect opportunities to develop business context and leadership skills while navigating complex tax scenarios. The role emphasizes collaboration, professional standards, and ongoing personal growth, with a strong focus on #J-18808-Ljbffr PwC
$77k - $214k
Industry/SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients...SeniorFull timeH1b$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...SeniorH1b$77k - $214k
...Senior Associate, Financial Services TaxAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy... ...client connections, and learning how to manage and inspire others. Navigating increasingly complex...Senior- ...Financial Services Tax Practice Senior ManagerA career in our Financial Services... ...their tax obligations while managing the impact tax has on their... ...affairs, while acting as a strategic consultant related to... ...OpportunityAs part of the Asset and Wealth Management team you are...SeniorLocal areaOverseas
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Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on... ...non-compliance- Providing strategic tax planning and guidance to...SeniorFull timeH1b$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This... ...assets under management. Known for strategic acquisitions and a client‑first... ...spanning investment management, advanced tax planning, and multi‑generational...SeniorFull timeWork at officeRemote workFlexible hours$200k
...providing client relationship management and investment banking services including strategic advisory services to... ..., media and telecom. Senior investment banking... ...rate and F/X, private wealth, insurance and other services... ...and dismemberment, tax-preferred savings accounts...SeniorFull timePart timeBank staffShift workDay shift$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...lead complex audits, provide strategic insight to management, and...SeniorFull timeRemote workShift work2 days per week- ...Senior AssociateA highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York team. This is an opportunity for someone with a strong high-net-worth tax foundation who wants to move beyond being brought in solely for tax and...SeniorWork at office
$260k - $420k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader within our Firm... ...transfer pricing, indirect taxes and wealth management tax advice and planning. The Chicago... ...of Baker McKenzie seeks a Mid/Senior-Level Tax Associate for its State and Local Tax sub-practice...SeniorPart timeWork at officeLocal areaWorldwide- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorWork at office
$70k - $90k
Pathstone, a leading wealth management firm in New York, is seeking a Tax Senior to manage tax return preparations and support high net worth clients. Ideal candidates will have a Bachelor’s degree in accounting and 3-5 years of relevant experience. This role offers a competitive...SeniorWork at officeFlexible hours$260k - $420k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader within our Firm... ...transfer pricing, indirect taxes and wealth management tax advice and planning.The Chicago... ...office of Baker McKenzie seeks a Mid/Senior-Level Tax Associate for its State and Local Tax sub-...SeniorPart timeWork at officeLocal areaWorldwide- ...Job Description Job Description Most Senior Tax roles have you preparing returns. This one puts you at... ...clients' financial lives. A highly respected wealth management and advisory firm is seeking a Senior Associate to join its New York team. This is far more than...SeniorWork at office
$77k - $214k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description... ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of... ...- Lead and contribute to the strategic vision of the State and Local Tax Financial...SeniorFull timeH1bLocal area$97.3k - $178.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...projects that blend strategic consulting expertise with deep... ...meaningful relationships with senior stakeholders, inspire cross... ...in assurance, consulting, tax, strategy and transactions....SeniorSummer holidayFlexible hours- PwC in New York, NY is seeking a Senior Manager in Corporate Tax Generalist to lead large initiatives, drive innovation in processes, and maintain... ...engaging with clients at the senior level. You will strategize using deep tax expertise, guide teams, and shape firm-wide...Senior
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role... ..., estates, and related entities, ensuring compliance and strategic tax outcomes while managing client engagements. You will...Senior
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...Not Applicable Specialism IFS - Finance Management Level Senior Associate Job Description & Summary The Opportunity As a Partner Tax Preparation Advisor Senior Associate, you... ...Tax practice, you will focus on delivering strategic advice and guidance to clients, helping...SeniorH1b- PIMCO invites selected undergraduates to a 10-week Global Wealth Management internship in New York, NY and Newport Beach, CA. Candidates must... ...provides hands-on experience with AI tools, mentorship from senior leaders, and opportunities to participate in PIMCO’s volunteer...Full timeInternship
$120k - $140k
...Schedule, Ready to move beyond traditional tax compliance and become a trusted... ...Our client is a leading independent wealth management and family office firm serving high-net... ...development Job Details The Senior Tax Associate will play a key role in delivering tax...SeniorFor contractorsWork at officeLocal areaFlexible hours- ...professional services firm to recruit for a Tax Senior Associate role within their Tax Line of... ...-class clients in the asset and wealth management sector while advancing your career in... ...working closely with clients to deliver strategic tax solutions that address evolving...SeniorLocal areaRelocation package
- Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings.... ...coordinating multi‑jurisdictional planning with SALT and international tax teams, supervising staff, and onboarding clients with senior...SeniorWork at office
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...connections, and learning how to manage and inspire others. Navigating increasingly... ...and increased efficiencies. As a Senior Associate you analyze complex problems,...SeniorFull timeH1b- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes...Senior
- Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship management for ultra-high-net-worth families,... ...endowments, delivering integrated wealth solutions. You will mentor... ...wealth planning with tax, estate, and philanthropic goals...Senior
- ...A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-... ...modeling, asset allocation, wealth simulations, income tax planning, estate planning, and risk management using...Senior
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