Asset & Wealth Management Tax Manager
$99k - $266kPwC
Specialty/Competency: Industry Tax Practice
Industry/Sector: Asset and Wealth Management
Time Type: Full time
Travel Requirements: Up to 40%
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.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
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 are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
Supervise and develop team members to achieve exceptional deliverables
Manage client service accounts and engagement workstreams
Independently solve and analyze complex problems
Utilize PwC's technical knowledge and industry insights to address client needs
Drive digitization, automation, and efficiency improvements
Coach teams to enhance their skills and performance
Oversee successful planning, budgeting, and execution of projects
Foster a culture of continuous improvement and innovation
What You Must Have
Bachelor's Degree in Accounting
4 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
Thorough knowledge of compliance and consulting for financial partnerships
Knowledge of structuring funds to limit tax liability
In-depth tax technical skills in partnership tax forms
Experience identifying and addressing client needs
Building, maintaining, and utilizing networks of client relationships
Success as tax technical business advisor
Familiarity with CRM systems
Knowledge of automation and digitization in professional services
Experience with alternative fee arrangements and pricing strategies
The salary range for this position is: $99,000 - $266,000. 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:
As 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:
Learn more about how we work:
For 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.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:
#LI-Hybrid
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas$103.6k - $189.7k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands...AssetSummer holidayWork at officeLocal areaFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1b$103.6k - $189.9k
...to go. Join EY and help to build a better working world. Tax - Global Compliance & Reporting Insurance - Financial... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaFlexible hours$102.1k - $187k
...go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...AssetSummer holidayWork at officeRemote workFlexible hours$150k - $240k
...Job Description Job Description Tax Director - Corient (wealth management) Location: Shaker Heights. OH Compensation - $150,000-$240,000 + bonus... ...than 10,000 clients and manage over 100 billion in assets – and after recent acquisition in Europe, we are on track...AssetTemporary workWork at officeLocal area$107.16k - $226.32k
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...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...AssetLocal areaRemote work$100k - $170k
...These accolades highlight how our firm is managed and reflect our commitment to fostering a... ...professional services across accounting, tax, forensic, and consulting disciplines. Our... ...Our human capital is the most valuable asset we have. The collective sum of the individual...AssetWork at officeFlexible hours$99k - $266k
...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable... ...border tax needs both locally and globally by managing their global tax rates, finding areas of... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area$110k - $125k
...Job Description Job Description Senior Tax Associate - Corient (wealth management) Location: Shaker Heights. OH Compensation - $110,000-$125,00... ...more than 10,000 clients and manage over 100 billion in assets – and after recent acquisition in Europe, we are on track...AssetTemporary workWork at officeLocal area$130k - $170k
...These accolades highlight how our firm is managed and reflect our commitment to fostering a... ...professional services across accounting, tax, forensic, and consulting disciplines. Our... ...Our human capital is the most valuable asset we have. The collective sum of the individual...AssetWork at office$100k - $130k
...These accolades highlight how our firm is managed and reflect our commitment to fostering a... ...professional services across accounting, tax, forensic, and consulting disciplines. Our... ...Our human capital is the most valuable asset we have. The collective sum of the individual...AssetWork at officeFlexible hours$130k - $170k
...These accolades highlight how our firm is managed and reflect our commitment to fostering a... ...professional services across accounting, tax, forensic, and consulting disciplines. Our... ...Our human capital is the most valuable asset we have. The collective sum of the individual...AssetWork at office$100k - $130k
...These accolades highlight how our firm is managed and reflect our commitment to fostering a... ...professional services across accounting, tax, forensic, and consulting disciplines. Our... ...Our human capital is the most valuable asset we have. The collective sum of the individual...AssetWork at officeLocal area$124k - $335k
...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$100k - $130k
...These accolades highlight how our firm is managed and reflect our commitment to fostering a... ...professional services across accounting, tax, forensic, and consulting disciplines. Our... ...Our human capital is the most valuable asset we have. The collective sum of the individual...AssetWork at officeLocal area- ...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking an experienced... ...have expertise in financial planning, including tax and estate planning, investment management, and asset allocation. Above all, you will provide exceptional...AssetFlexible hours
- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500...Asset
- ...Wealth Advisor Sequoia Financial Group is a growing Registered... ...financial planning and wealth management services. At Sequoia, we exist... ...and recommending appropriate asset management, financial and estate... ...including: cash management, income tax planning, insurance, education...AssetWork at officeImmediate start
- ...Wealth Advisor Position Wealthspire is in search of a Wealth Advisor... ...the team to serve the wealth management and financial planning needs... ...minimum distributions, tax loss harvesting, charitable planning... ...tracking and monitoring account/asset transfers, preparing and...AssetWork at officeLocal areaFlexible hours
$93.66k - $213.2k
...Tax Manager Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel... ...need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth...Private practiceWork at officeVisa sponsorship2 days per week3 days per week$92k - $162k
...Role Your work will include, but not be limited to: Managing all aspects of the annual tax compliance for business and individual clients including... ...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll...Remote workRelocationFlexible hours$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetH1bLocal areaOverseas$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 timeContract workH1b$76k - $125.3k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands...AssetSummer holidayWork at officeLocal areaFlexible hours- ...us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable... ...colleagues regarding fiduciary, tax, legal, administrative,... ...beneficiaries, administering special assets, preparing annual trust reviews,...AssetFull timeWork at office3 days per week
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeTemporary workH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!
- senior asset manager Cleveland, OH
- asset protection manager Cleveland, OH
- wealth management advisor Cleveland, OH
- wealth management consultant Cleveland, OH
- wealth manager Cleveland, OH
- senior tax director Cleveland, OH
- hedge fund private equity tax manager Cleveland, OH
- tax manager public accounting Cleveland, OH
- remote tax manager Cleveland, OH
- senior international tax manager Cleveland, OH

