Asset & Wealth Management Tax Director
$150kPwC
The Opportunity
As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' adherence to tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non‑compliance.
As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive‑level client relations. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success.
In this role, you will develop new ideas, solutions, and structures, driving thought leadership and promoting technological advances. You will create an environment where people and technology thrive together, identifying gaps in the market and converting opportunities to success for the firm.
Responsibilities
- Leading strategic tax planning and compliance initiatives for asset and wealth management clients
- Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements
- Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks
- Developing and implementing innovative tax strategies to support business growth and client satisfaction
- Mentoring and guiding team members in delivering exceptional tax services and fostering professional development
- Collaborating with executive‑level clients to understand their needs and provide tailored tax solutions
- Driving thought leadership by developing new ideas and solutions within the tax compliance domain
- Promoting technological advancements to enhance tax processes and improve efficiency
- Identifying market gaps and converting them into successful opportunities for the firm
- Upholding professional and technical standards, including adherence to the firm's code of conduct and independence requirements
What You Must Have
- At least a Bachelor's degree
- At least 8 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 opportunity
What Sets You Apart
- Demonstrating strategic leadership in asset and wealth management tax
- Cultivating executive‑level client relations and driving business growth
- Translating vision into actionable strategies and inspiring teams
- Promoting technological advances for enhanced client satisfaction
- Developing innovative tax solutions and structures
- Mentoring future leaders in tax compliance and consulting
- Identifying market gaps and converting opportunities into success
The salary range for this position is: $150,000 - $438,000. 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 anequal 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.
#J-18808-Ljbffr- ...PwC in Washington, DC seeks an Asset & Wealth Management Tax Director to guide clients through complex tax planning, compliance, and strategy, reviewing financial data and preparing tax returns while helping businesses meet obligations and minimize non-compliance risks...Asset
$124k - $335k
...A career in our Financial Services Tax practice, within Corporate Tax services, will... ...clients meet their tax obligations while managing the impact tax has on their business.... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join...AssetH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeSecond jobH1b$100k - $150k
...top-ranked accounting, tax, and advisory firm with... ...members are our greatest asset, and we invest in their... ...an experienced Tax Manager to join our growing Private... ..., estate, gift, and wealth transfer taxes.Serve as... ...with PKFOD through the Director of Talent Acquisition....AssetFull timePrivate practiceLocal area3 days per week$200k - $255k
You will lead strategy and development of Bloomberg Tax's Fixed Assets product. Your team will consist of product leaders and individual contributors... ...execution / delivery for our product suite through direct management of the product team. Collaborate closely with design, data...AssetFull time$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on... ...meaningful client connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b- ...accounting firm. KWC specializes in providing tax, audit, accounting and business advisory... ...Job Title: TaxTax Supervisor – Family Wealth Services Group (High Net-Worth, Fiduciary, Gift & Estate Tax) Reports To: Manager Department: Family Wealth Services Classification...Temporary workFor contractorsSummer workCasual workLocal areaRemote workFlexible hours
- ..., focusing on driving advisor engagement and adoption of the Wealth Management Platform (WMP). You will oversee regional consultants, collaborate... ...field and home office sales strategies to grow advisory assets. The role requires 5+ years in a similar role with 10+ years...AssetHome office
- ...investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the... ...individual needs, based on objectives, risk tolerance and proper asset allocations Represent the Company in community...AssetLocal area
- ...Vice President, Wealth Management Counsel About the Company Leading international alternative asset organization offering comprehensive investment solutions Industry... ...members. Hiring Manager Title Managing Director, Associate General Counsel, Global Head of...Asset
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...AssetFull timeTemporary workPart time- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ..., spanning strategic and tactical asset allocation as well as portfolio risk...Asset
- ...firm specializes in delivering customized wealth management and investment advisory solutions to... ...investment management, estate planning, tax strategy, risk management, charitable planning... ...Conduct investment research on markets, asset classes, and securities. Evaluate...AssetFor contractorsWork at office
- ...Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC Join to apply for the Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC role at Goldman Sachs . Across Wealth Management, Goldman Sachs helps empower clients...Asset
$120k
...go round. Global supply chain management is what we do, and at the heart... ...Job Description The Tax Manager, U.S. Federal Income Tax... ...acquisitions. Reporting to the Director, Global Tax Operations, this... ...reconciliations Prepare deferred tax asset and liability analysis...AssetPermanent employmentFull timeTemporary workH1bImmediate startFlexible hours- ...to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and... ...Washington, District of Columbia, United States Areas of the Firm Asset & Wealth Management Anaplan Salary Range Lower Limit 150,0...AssetFull timeWork at office
- ...to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and... ...Washington, District of Columbia, United States Areas of the Firm Asset & Wealth Management Anaplan Salary Range Lower Limit 65,00...AssetFull timeWork at office
$165.82k - $290.18k
...Leader’s role is to serve as the relationship manager for a diverse network of clients and... ...geographic region and will serve as the face of Wealth Management within that market. This... ...recognize our employees as our greatest asset, and we strive to provide professional and...AssetContract workLocal areaNight shift- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm.KPMG is currently seeking a Tax Manager to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
$100.35k - $205k
...concerns, while providing solutions to complex tax issues? Do you not only know what AGI &... ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you...Private practiceWork at officeLocal area$95k - $150k
...to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional... ..., assurance, IT consulting, and wealth management services to small and medium... ...finance & business practices Work with Tax Director to develop and implement the firm's...Full timeWork experience placementWork at officeLocal areaFlexible hours$180k - $247.5k
...Solutions Architect - Financial Services (Asset and Wealth Management) FEQ327R368 While candidates in the listed location(s) are encouraged to apply for this role, exceptionally well-qualified candidates in other East Coast locations will also be considered. Mission Solutions...AssetLocal areaWorldwide- ...research hub within Morgan Stanley Wealth Management, comprising more than 250... ...financial planning, asset allocation, and portfolio construction... ..., our Financial Planning Directors empower Financial Advisors and... ...planning topics - including tax mitigation strategies, charitable...AssetTemporary workWork at officeLocal area
- ...hiring a Human Resources & Payroll Director on behalf of a growing client... ...company culture, managing benefits, and ensuring accurate... ...support to our most valuable assets – our team members · Will serve... ...comply with wage and hour laws, tax regulations, and company policies...AssetWork at officeLocal areaVisa sponsorship
$101.28k - $125.1k
...The Director of CDFI Portfolio Finance will be part of NHT’s Lending Team, reporting to the Managing Director of Lending and Innovation and closely... ...with NHT’s Director of CDFI Asset Management. The Director... ...to the needs of low-wealth borrowers and a commitment...Asset$110k - $115k
...Senior Accountant, Management Entity Accounting 1 week ago Be among the first 25 applicants... ...global investment firm with $453 billion of assets under management and more than half of... ...individuals and families to sovereign wealth funds, unions and corporations. Carlyle...AssetFull time- Databricks Inc. is looking for a Solutions Architect specialized in Financial Services to lead initiatives utilizing the Databricks Data Intelligence Platform. This role involves collaborating with customers to identify impactful use cases, develop tailored architectures...Asset
- ...Tax Senior AssociateAt KPMG, you can become an integral part of a dynamic team at one of the world’s top tax firms. Enjoy a collaborative... ...pass-through entities and partnerships and for a variety of Asset Management clientsWork as part of a multi-disciplinary team helping to...AssetLocal area
- Company DescriptionProSidian is a Management and Operations Consulting Services firm that delivers... ...and are aligned at the intersections of assets, processes, policies, and people... ...competitive and includes health benefits, pre-tax employee benefits, and incentives. The company...AssetFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
$90k - $130k
...Audit ManagerAudit Manager leads and manages multiple audit and tax engagements, ensuring the delivery of quality audit and tax services to Firm clients.... ...improvements in furtherance of audit efficiency.Utilize Firm assets constructively to meet future deadlines and minimize...AssetLocal areaNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Director. Be the first to apply!
- senior asset manager Washington DC
- regional asset protection manager Washington DC
- asset protection manager Washington DC
- wealth management advisor Washington DC
- wealth management consultant Washington DC
- wealth manager Washington DC
- state tax manager Washington DC
- transfer pricing tax manager Washington DC
- international tax director Washington DC
- hedge fund private equity tax manager Washington DC



