Asset & Wealth Management Tax Senior Manager
PwC (US)
Asset And Wealth Management Tax Senior ManagerThe Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations. As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm. In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.ResponsibilitiesLeading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulationsReviewing and analyzing financial data to prepare and file accurate tax returnsValidating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planningCrafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholdersApplying systems thinking to identify underlying problems and opportunities in tax compliance processesDirecting teams through complex situations, demonstrating composure and strategic problem-solvingInitiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teamsMaking informed decisions and taking action to resolve issues hindering team effectivenessModeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirementsBuilding and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must HaveAt least a Bachelor's degreeAt least 6 years of experienceAt least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You ApartDemonstrating advanced skills in tax compliance and auditingUtilizing strategic questioning to drive asset management solutionsExcelling in drafting and preparing complex tax documentsLeveraging analytical thinking for financial statement analysisApplying project management skills to regulatory compliance consultingBuilding relationships through effective communication and influenceAdapting to change with intellectual curiosity and learning agility
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorAssetFull timeH1b$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax...SeniorAssetH1b$130.6k - $343.6k
...,600 - $343,600Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...compliance and reporting initiatives.As a Senior Manager in GIRW, you will play a...SeniorAssetSummer holidayLocal areaImmediate startFlexible hours- ...Insight Global is seeking experienced External Auditors and Audit Managers to support Wealth Management and Asset Management engagements during the 2027 busy season. This is a fully remote consulting opportunity supporting one of the world's leading public accounting firms...SeniorAssetContract workRemote work
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...AssetFull timeH1b$132.7k - $303.2k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...of professionals providing dedicated tax technical services to both US and global... ...compliance.Your Key ResponsibilitiesServe as a Senior Services Manager in FSO EDGE Real...SeniorAssetWork experience placementSummer holidayWork at officeFlexible hours$147.4k - $336.8k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team!Handling tax in such a large, sophisticated organization... ...tax practices. As a Real Estate Tax Senior Manager, we will look to you to apply...SeniorAssetSummer holidayFlexible hours$250k
...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory Firm Firm Overview Dynamic 800M+ AUM RIA seeks a Senior... ...relationships to provide comprehensive financial planning and asset management. Not a sales role; no portable book of business...SeniorAssetFull time$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorAssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorAssetFull timeH1b$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... ...securities licenses is an asset.You're able to travel. This role...SeniorAssetFull timeRemote workShift work2 days per week$77k - $214k
...SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior... ...Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b- ...contract - Hybrid model - even one day a week is okay! JOB DESCRIPTION Join a leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role is ideal for experienced external auditors who have worked...SeniorAssetContract work1 day per week
$250k
...Job Description Senior Wealth Advisor \n Midtown Manhattan \n Boutique Wealth Advisory Firm \n \n Firm Overview \n... ...relationships to provide comprehensive financial planning and asset management. \n \n Not a sales role; no portable book of business...SeniorAsset- ...EY’s Wealth & Asset Management practice in New York seeks a Wealth Senior Transformation Consultant. You will lead projects merging strategic consulting with wealth industry knowledge, delivering operational excellence and client value. You will build relationships...SeniorAssetPart time
$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview... ...to focus on comprehensive wealth management and client retention. Westchester... ...) through providing strategic asset allocation, estate, tax and financial planning, retirement...SeniorAssetFull timeWork at office- ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager, Business Development to manage a portfolio of strategic wealth platform relationships, including wirehouses, private banks, and RIAs. You will drive long-term revenue...SeniorAsset
- ...Neuberger is a leading independent asset management firm hiring a Vice President, Investment Strategist to support senior strategists and Wealth Advisors. You will translate market views into practical guidance for public and private markets, with emphasis on risk management...SeniorAsset
- ...Vontobel Asset Management, Inc. seeks a Senior Relationship Manager to cover US clients in the Northeast. You will own the business case and drive net... ..., and estate planning specialists to deliver integrated wealth solutions. A strong network and travel willingness are essential...SeniorAsset
$104.6k - $191.6k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...Engine) practice provides specialized tax technical services to U.S. and global... ...clients and escalate complex matters to senior management and subject-matter professionalsLead...AssetSummer holidayLocal areaFlexible hours- ...BNY is seeking a Senior Vice President, Communications, based in New York, to lead... ...for client businesses across investment management, private wealth, and advisor-facing wealth platforms.... ...amplifying BNY's leadership on AI, digital assets, and other industry shifts. The role...SeniorAssetShift work
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...and what we stand for as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice....SeniorAssetLocal area
- ...This role leads end-to-end fiduciary tax compliance across trusts, estates, charities... ...to colleagues and clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax compliance... ...tax treatment of complex trust assets (e.g., closely held businesses, real estate...SeniorAsset
$211.28k - $316.92k
...Category: Private Client Product ServicesCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire... ...Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific...SeniorAssetFull time$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ..., and increased efficiencies. As a Senior Manager you are tasked with leading large... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area- ...Senior Software EngineerWe are looking for a highly experienced Senior Software Engineer... ...and a solid background in Investment Management / Wealth Management.Required Skills12+ years of... ...PlatformInvestment data platformsFinancial services / Asset Management applicationsREST / GraphQL...SeniorAsset
$126.1k - $253k
...practice serves a range of clients in the asset management, capital markets, financial institutions... ...national resources. Our team focuses on tax compliance and tax consulting for some... ...-known funds in the industry. As a Tax Senior Manager, you will be responsible for the...SeniorAssetFull timeWork experience placementInternshipLocal area$200k - $240k
Real seeks a Partner to lead Asset & Wealth Management Communications in New York City. Hybrid schedule (3 days in office, 2 days WFH). Base salary $200,000-$240,000 plus bonus and equity, with senior leadership responsibilities and significant strategic influence from...SeniorAssetWork at officeWork from home$163.6k - $245.4k
...Human ResourcesCompany: CitiAs a Senior Executive Talent Acquisition Partner... ...with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you’ll do Drive... ...safeguarding Citigroup, its clients and assets, by driving compliance with...SeniorAssetFull time
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