Asset & Wealth Management Tax Senior Manager
$59.62 - $161.06 per hourPricewaterhouseCoopers
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, 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.Responsibilities- Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations- Reviewing and analyzing financial data to prepare and file accurate tax returns- Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning- Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes- Directing teams through complex situations, demonstrating composure and strategic problem-solving- Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams- Making informed decisions and taking action to resolve issues hindering team effectiveness- Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements- Building and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must Have- At least a Bachelor's degree- At least 6 years of experience- At 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 Apart- Demonstrating advanced skills in tax compliance and auditing- Utilizing strategic questioning to drive asset management solutions- Excelling in drafting and preparing complex tax documents- Leveraging analytical thinking for financial statement analysis- Applying project management skills to regulatory compliance consulting- Building relationships through effective communication and influence- Adapting to change with intellectual curiosity and learning agilityTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $124,000 - $335,000. 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. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York; CA-Irvine; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; NY-Melville; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; NJ-Florham Park; CA-San Francisco; TX-Fort Worth; CA-Silicon Valley; PA-Philadelphia; CT-Hartford; TX-HoustonType: Full time
$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/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...SeniorAssetFull timeH1bLocal area$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...SeniorAssetFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeSecond jobH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...AssetFull timeH1b$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...AssetFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...tax solutions. As a Senior Associate you will analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$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...AssetFull timeH1b- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client engagements...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...SeniorAssetLocal area
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorAssetFull timeWork experience placementWork at office
$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- ...Senior Wealth Advisor Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. Are you a Certified... ...of $5 to 15M in investable assets using Vanguard products and... ...to investment advice, tax strategies, legacy and estate...SeniorAssetLocal areaRemote work
$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and guidance... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bShift work$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b$72.12 per hour
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$110k - $150k
...Senior Tax Manager Houston,TX, US Job Description Experience: Manager Salary: $110... ...held businesses. Advise clients on wealth preservation, income tax minimization,... ...Hybrid Work Schedule #accounting-finance #asset-management #cpa #real-estate #public-...SeniorAssetFor contractorsWork at officeLocal area$124k - $335k
...in our Merger and Acquisition Tax practice, within Tax services,... ...to help our clients meet and manage their tax obligations across unique... ..., analyse and quantify tax assets, assess tax risks, and model... ...careers, now and in the future.As a Senior Manager, you'll work as part...SeniorAssetFull timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...services and solutions within the asset and wealth management sectorWhat...SeniorAssetFull timeH1bLocal area$125k - $165k
...Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core part of the client experience... ...clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond traditional...AssetFull time$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$59.62 - $161.06 per hour
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...clients using leading technology and exceptional service. The Senior Fiduciary Coordinator is responsible for supporting the...SeniorAssetFull timeH1bWorldwideFlexible hours
$100k - $133.6k
...fundraising and efforts of the Private Wealth Solutions Capital Markets Group with a focus... ...capital raising efforts and fund management teams.Effectively communicate specific details... ...portfolio spans $93.2 billion¹ of assets across such property types as living, office...SeniorAssetWork at officeLocal area- ...help deliver top-quality experience and service? If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you.At Frost,... ..., you will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth...SeniorAssetFull time
- ...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...SeniorAsset
$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b$72k - $184.44k
...Digital Assurance & Transparency - IT Audit Senior Associate, you will focus on providing... ...including assessing governance and risk management processes and related controls. You will... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- ...combined power of our distinctive investment management capabilities, we provide a wide range of... ...purchase planJob DescriptionThe Fund Tax team is responsible for overseeing tax compliance... ...qualification testing, including income, asset diversification, and distribution...AssetFull timeWork at officeFlexible hours
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