Asset & Wealth Management - Tax Senior Manager
PwC (US)
Financial Services Tax Practice Senior Manager
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
- Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
- Deal effectively with ambiguous and unstructured problems and situations.
- Initiate open and candid coaching conversations at all levels.
- Move easily between big picture thinking and managing relevant detail.
- Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.
- Contribute technical knowledge in area of specialism.
- Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
- Navigate the complexities of cross-border and/or diverse teams and engagements.
- Initiate and lead open conversations with teams, clients and stakeholders to build trust.
- Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.
Responsibilities
- Lead and manage large-scale projects to achieve successful outcomes
- Innovate and streamline processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Build trust with multi-level teams and stakeholders through open communication
- Motivate and coach teams to solve complex problems
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge of compliance for financial partnerships
- Knowledge of structuring funds to limit tax liability
- Experience identifying and addressing client needs
- Building and utilizing networks of client relationships
- Managing resource requirements and project workflow
- Creating an atmosphere of trust in teams
- Developing new relationships and selling new services
- Innovating through new and existing technologies
- Utilizing digitization tools to enhance engagements
$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,...SeniorAssetH1b$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$124k - $335k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetH1b$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b$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 and... ...connections, and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetH1b$140k - $270k
...Job Description EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are seeking someone who thrives in a growing environment,... ...corporations, timing issues and accounting methods, digital assets, and other matters Assist with M&A tax structuring and...SeniorAssetWork at officeLocal area- ...Experience ~10+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth... ...portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business...SeniorAssetWork at office
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...responsible for providing comprehensive wealth management advice and building long-term... ...track record of client acquisition and asset growth ~ Background in a wirehouse, independent...SeniorAsset
$80k - $120k
...business seeks Accounting and Administrative Manager This Jobot Job is hosted by: Marcie... ...is well-versed in working closely with senior management. Responsibilities: Manage... ...and expenditure variance analysis, capital assets reconciliations, check runs, fixed asset...SeniorAssetWork experience placementCasual workLocal area- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... .... Responsibilities: Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area
- ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...'s Advice and Wealth Management division, you will develop... ...portfolios of $5-15M in investable assets using Vanguard products and... ...to investment advice, tax strategies, legacy & estate...SeniorAssetWork at officeLocal areaRemote workRelocationMonday to Friday
$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- ...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager based in Charlotte, North Carolina. This role involves leading tax planning projects, managing teams, and offering expert advisory services to clients in the real estate, hospitality, and construction...Senior
- ...recruiters have direct relationships with hiring managers, so they can connect your work experience... .... If you are an experienced Tax Manager, and you want to partner with the... ...reports to determine or maintain record of assets, liabilities, profit and loss, tax liability...AssetWork experience placementInterim roleWork at officeLocal area
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly, utilizing...AssetFull timeWork experience placementWork at office$81.13k - $164.57k
...a 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... ...entities and partnerships and for a variety of Asset Management clients Work as part of a multi-...SeniorAssetLocal areaRemote work- ...Tax Professional We are seeking a detail-oriented and experienced Tax Professional... ...for all dealerships. Prepare fixed asset schedules for depreciation for all... ...information for tax audits. Assist Senior Accounting Managers with any tax questions they may have....SeniorAssetTemporary workWork at officeLocal areaShift workAfternoon shift
- ...The Wealth Management Associate is responsible for supporting advisor growth across annuity, advisory... ...vs. brokerage frameworks Basic asset allocation concepts Model-based and program... ...Interest in progressing toward senior wealth strategy or leadership roles Key...AssetHome office
$73.5k - $212.28k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b- ...are currently looking for an experienced and motivated Accounting Manager with the desire and skills to become a part of our growing... ...responsible for bank and other reconciliations; maintain fixed asset records; perform daily, weekly and monthly bank reporting and cash...SeniorAssetFull timeWork at office
$77k - $202k
Industry/Sector Not Applicable Specialism Operations Management Level Senior Associate Job Description & Summary The Opportunity As a... ...in transforming our clients' supply chains into strategic assets. Within our Operations Consulting practice, you will focus...SeniorAssetFull timeH1b$245.1k - $279.8k
...stakeholders. Commercial Credit Review – Senior Director Commercial Credit Review is... ...Markets, Leveraged Lending and Special Assets. The Senior Director will lead efforts towards... ...relationships with line of business management and key associates within Risk Management...SeniorAssetFull timePart timeLocal area$124k - $280k
...The Opportunity As a Managed Services - Revenue Cycle Coding - Senior Manager, you will specialize in enhancing the efficiency and effectiveness of financial... ...or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetH1b- ...Advisor and Advisor team's overall investment management philosophy. Key responsibilities include... ...profiles are aligned with the chosen asset allocation. Job expectations include partnering... ...and understanding of the suite of Wealth Management products and services Strong analytical...AssetWork from homeShift workDay shift
- ...About UsArqline is the property management arm of Alfred, a leading... ...commercial, and development assets. This enables us to support our... ...excellence at scale.About the RoleThe Senior Accountant is responsible for... ...accruals for property taxes, insurance, and other...SeniorAssetFull time
- ...About this role: The Capital Management Team is seeking a Senior Treasury Analyst to support capital strategy, advocacy, and stress testing analytics... ...to capital adequacy, stress testing, risk-weighted assets (RWA), and evolving regulatory expectations. In this...SeniorAssetWork experience placementRelocation packageShift work
$96.3k - $176.5k
...Services - Capital Markets - Digital Assets - Senior Consultant Location: New York Other locations... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...services in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorAssetSummer holidayFlexible hours- ...Tax Manager, High Net Worth Charlotte, North Carolina, United States Join Frazier & Deeter... ...tax planning, savings strategies, and wealth preservation solutions tailored to... ...supervising, training, developing, and reviewing the work of staff and senior associates...Work at officeLocal area
$170.77k - $200.9k
...is expected and fully supported. We're looking for a Product Manager, Finance Systems to join our Enterprise Applications and... ...various NetSuite modules - General Ledger, Intercompany, Fixed Assets, Payables, Receivables, Payments, SuiteTaxes, Customizations (custom...SeniorAssetLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Manager. Be the first to apply!
- wealth management advisor Charlotte, NC
- wealth management consultant Charlotte, NC
- wealth manager Charlotte, NC
- senior international tax manager Charlotte, NC
- property tax manager Charlotte, NC
- state tax manager Charlotte, NC
- senior tax director Charlotte, NC
- tax manager public accounting Charlotte, NC
- tax director Charlotte, NC
- tax manager Charlotte, NC


