Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
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 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.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
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 shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Responsibilities
Lead digitization and automation efforts
Solve intricate tax challenges
Mentor and guide junior team members
Foster and sustain client relationships
Gain thorough understanding of business contexts
Navigate complex tax scenarios effectively
Grow personal brand and technical skills
Uphold exceptional professional and technical standards
What You Must Have
Bachelor's Degree in Accounting
2 years of experience
Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations
What Sets You Apart
Innovating through new and existing technologies
Experimenting with digitization solutions
Working with large, complex data sets
Building models and leveraging data visualization tools
Exposure to pricing and client worth
Reviewing contracts and finding new pricing options
CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations
The salary range for this position is: $77,000 - $214,000. 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
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorAssetFull timeH1b- ...An established industry player is seeking a Tax Senior Associate to join their dynamic team in the Cayman Islands. This exciting role... ...offers the chance to work with prestigious clients in asset and wealth management, delivering strategic tax solutions while enhancing...SeniorAssetRelocationRelocation package
- ...prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the... ...opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and globally...SeniorAssetLocal areaRelocation package
$77k - $214k
...Overview 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 strategy...SeniorAssetFull timeH1bLocal area$77k - $214k
PwC in Boston, Massachusetts, seeks a qualified professional in the Industry Tax Practice. The role emphasizes building client relationships, solving complex problems, and mentoring junior team members. Candidates must have a Bachelor’s Degree and at least 3 years of experience...SeniorAsset- Ernst & Young Oman is seeking a Senior Analyst for its Financial Services EY EDGE Wealth and Asset Management practice in Boston, MA. The role requires delivering tax compliance and consulting services, supporting client relationships, and managing team duties. Ideal candidates...SeniorAsset
$124k - $335k
...Asset & Wealth Management Regulated Investment Company - Senior Manager The Opportunity: As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior... ...on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax...SeniorAsset$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires effective...Senior- ...Wealth Management Professional Are you a quick-thinking self-starter with... ...and beyond, which may include tax and estate planning,... ...service our clients Oversee asset movements, portfolio implementations... ...172062 Job Category Senior Analyst Posting Date 05/28...SeniorAssetLocal area
- Overview Wealth Management Professional Are you a quick-thinking self-starter with a passion for client... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ...teammates to service our clients Oversee asset movements, portfolio implementations and...SeniorAssetLocal area
$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...of professionals providing dedicated tax technical services to both US and... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned Location: Anywhere in country. Date: May 6, 2026 Requisition ID: 1624167 Our Financial Services EY EDGE practice provides dedicated tax technical services to both US and global clients in...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$90k - $125k
...executives and partners in management consulting, finance,... ...team (including seven Wealth Advisors) and with... ...broadly-diversified, tax-efficient portfolios of... ...Description: We seek a Tax Senior Associate to join the Tax team... ...bank accounts, assets, and income. Tax planning...SeniorAssetRemote jobHourly payFull timeWork experience placementSelf employmentImmediate startHome officeFlexible hours$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...focus on key issues like wealth management, compliance, cash flow management... ...and in the future. As a Senior Associate, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$100k - $150k
...industry You will have the flexibility to manage your days in support of our... ...our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...and accounting methods, digital assets, and other matters Assist with M&A tax...SeniorAssetWork at officeLocal area$72k - $184.44k
...PwC is seeking a full-time professional in Boston to oversee accounting and reporting services within the Asset and Wealth Management sector. The ideal candidate will have at least 2 years of experience and a Bachelor's Degree, with a preference for Certified Public Accountants...SeniorAssetFull time$137.4k - $240.4k
...institution providing innovative wealth management services to individuals,... ...Development Sales Executive - a senior business‑development role... ...planning, wealth transfer, and tax‑planning strategies. Collaborate... ...skills to match client asset situations with Northern Trust...SeniorAssetWorldwide$137.4k - $240.4k
...At Northern Trust, the Wealth Strategist / Client Development... ...support growth. As a senior member of the team, you... ...approach to wealth management planning. You will... ...of wealth transfer and tax planning strategies. You... ...skills to connect client asset situations to our capabilities...SeniorAssetLocal area- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...for providing comprehensive wealth management advice and building long-term relationships... ...track record of client acquisition and asset growth Background in a wirehouse,...SeniorAsset
$89k - $133k
...and analytical skills, requiring an understanding of wealth audiences in the U.S. The role involves managing campaign strategies across various channels while... ...and 5–8 years of marketing experience, preferably in asset management or financial services. The compensation ranges...SeniorAsset$72k - $184.44k
...Competency: Assurance Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...(e.g. refer to specific PwC tax and audit guidance), the Firm's code... ...across multiple client engagements. As a Senior Associate, you will utilize your command of...SeniorAssetFull timeH1b- ...Partners (U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted... ...marketing campaigns for the Global Private Wealth business. The role involves analyzing... ...marketing experience with a focus on asset management or financial services. #J-18808-...SeniorAssetRemote work
- STATE STREET CORPORATION is seeking a motivated Senior National Account Manager to join our US Wealth Sales Team in Boston. This role involves leading the strategy... ...will have at least 7 years of experience in asset management sales, strong relationships with decision...SeniorAsset
$140k - $150k
...A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding... ..., delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in...Senior$52k - $94.12k
...Private Equity and Real Assets Fund Services business... ...customers. As a Senior Associate you will be responsible... ...reconciliations Preparing management, annual and incentive... ...contacts, auditors, tax, lawyers and banking... ...your needs. And our wealth of development programs...SeniorAssetTemporary workFlexible hours$72k - $184.44k
Overview Specialty/Competency: Assurance Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions....SeniorAssetFull timeH1b- ...Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...Senior
$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- ...A financial services firm in Boston is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You will cultivate lasting relationships while helping clients achieve their financial goals. The ideal candidate has a valid FINRA...Senior
- ...Senior Analyst, Global Real Estate Financial Operations Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. MIM's real estate platform provides investment solutions globally as part of its comprehensive...SeniorAssetWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- international tax accountant Boston, MA
- tax accountant Boston, MA
- entry level tax preparers Boston, MA
- remote tax accountant Boston, MA
- senior tax associate Boston, MA
- international tax associate Boston, MA
- tax consultant Boston, MA
- entry level tax accountant Boston, MA
- tax associate Boston, MA
- income tax preparer Boston, MA

