Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm. Responsibilities Leading tax compliance workstreams and managing client expectations effectively Guiding teams in the preparation and filing of tax returns to meet regulatory requirements Utilizing analytical thinking to review and analyze financial data for tax compliance Developing and implementing strategies to optimize clients' tax positions while minimizing risks Building and maintaining relationships with clients to provide strategic tax planning advice Overseeing the drafting and submission of regulatory tax documents Promoting the use of innovative digital tools and practices in tax compliance processes Monitoring and analyzing financial trends to identify opportunities for tax savings Coaching and mentoring team members to enhance their skills and performance Validating adherence to professional and technical standards in all tax-related activities What You Must Have At least a Bachelor's degree At least 4 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 Excelling in analytical thinking and strategic questioning Demonstrating proficiency in tax compliance and tax preparation Utilizing AI fluency and digital tooling for innovative solutions Managing complex projects with a focus on regulatory compliance Mentoring and developing team members to enhance performance Building strong client relationships through effective communication Embracing change and fostering a culture of inclusion and collaboration 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 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
$77k - $214k
...The Opportunity As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules...AssetFull timeH1b$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice...AssetFull timeH1bLocal area$132.7k - $303.2k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands...AssetWork experience placementSummer holidayFlexible hours$73.5k - $212.28k
...Applicable Specialism IFS - Finance Management Level Manager Job Description &... ...Summary The Opportunity As a Partner Tax Preparation Advisor Manager, you will... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...Job Classification: Exempt Summary The Senior Manager, U.S. Indirect Tax will lead indirect tax planning, compliance, and audit management... .... Work with Accounting and Operations to validate asset classifications, costs, locations, disposals, and construction...AssetFull timeContract workTemporary workWork at officeLocal areaRelocation
$125k - $165k
...Description Job Description 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... ...clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond...Asset$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetH1bShift work- ...Vice President, Wealth Advisor About the Company Nationally... ...delivering comprehensive wealth management for affluent clients... ...investments, estate planning, taxes, risk management, and family... ...million or more in investable assets, and a demonstrated record of...Asset
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- A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Manager to help build and lead an in-house tax offering for its established client base. This is an ideal opportunity for a CPA coming out of public accounting who enjoys complex...
- A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Manager to help build and lead an in-house tax offering for its established client base. This is an excellent opportunity for a CPA coming out of public accounting who enjoys complex...
- ...Tax Services Professional Join a team that values your ambition... ...them to preserve their wealth for future generations, and provide... ...Business Development Manage all aspects of client accounts... ...manage over $220 billion in client assets. We combine a boutique's...AssetPermanent employmentTemporary workWork at officeFlexible hours
- ...Hybrid Wholesalers to join their Private Wealth team. These roles partner with an External... ..., sales support, and relationship management within the territory Collaborate with the... ...wholesaling, or financial services (alternatives/asset management a plus) Active Series 7 & 63...AssetWork at office
- ...About Rockefeller Capital Management Rockefeller Capital Management was established... ...Firm oversees $236 billion in client assets as of September 30, 2026. Position... ...experienced professionals - including wealth planners, tax advisors, estate attorneys, and other...AssetWork at officeLocal area
- ...Join a Fast-Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions.... ...believe that our people are our greatest asset, and we are committed to fostering a supportive... ...our Houston-based team. Reporting to the Manager or Senior Manager, RTC, you will independently...AssetWork at officeLocal areaRemote workFlexible hours
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly,...AssetWork experience placementWork at office- Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner... ...using ongoing portfolio management solutions targeting clients and... ...portfolios of $5 to 15M in investable assets using Vanguard products and... ...related to investment advice, tax strategies, legacy and estate...AssetLocal areaRemote work
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...planning business succession, global asset allocation, risk management and retirement... ...for UHNW families and individuals Strong Tax, legal research and writing skills...AssetPrivate practiceWork at officeWork from homeShift workDay shift
- ...Job Description Job Description Position summary The Tax Manager owns Allied's tax function day to day, reporting to the CFO. The... ...Support tax planning — entity structure, tax distributions, fixed asset and depreciation strategy (including bonus depreciation), and...AssetLive inLocal areaImmediate start
- The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development... ...strategy, estate planning, tax considerations, education funding,... ...agendas, investment policy statements, asset allocation materials, and planning...AssetWork at officeLocal areaFlexible hours
$150k
...Opportunity As a Banking & Capital Markets Tax Director, you will focus on providing... ...in financial services Leading project management initiatives in banking and capital... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b$80k - $125k
...Description Job Description The Associate Wealth Manager works closely with a Senior Wealth... ...from compensation and benefit strategy to tax mitigation, from retirement planning to... ...fee-only financial planning and asset management. The same way we take care...AssetWork experience placementRelocation- ...Corporate Tax Manager As the Corporate Tax Manager, you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting projects. The Corporate Tax Solutions Family generally has the primary...Full timeWork at officeLocal area
- ...Advise the Controller Americas and Service Management on the financial performance, risks,... ...Prepare, review, and support Sales and Use Tax and Federal and State Corporate Income Tax... ...Service business. · Assist with fixed asset accounting, pricing analyses, and other...Asset
$75k - $100k
...hone existing skills and learn new ones “I can succeed as a Wealth Management Consultant at Capital Group.” As one of our Wealth... ...You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results...AssetFull timeTemporary workLocal areaFlexible hours$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b- ...Job Summary Tax Manager is responsible for managing all tax compliance, tax reporting, tax planning, and tax risk management activities... ...management, private equity, hedge funds, venture capital, or asset management clients. -Strong analytical skills with...AssetLocal areaOverseas
- ...activities of the hotel, safeguards the assets, and prepares all financial reports in accordance... ...principles and Dalwadi Hospitality Management Standards. Responsibilities:... ...• Knowledge of City, County, State sales tax laws and laws dealing with innkeepers, liquor...AssetTemporary workWork at officeLocal areaFlexible hours
- ...valued member of our team. We understand that our greatest asset is the integrity, knowledge, and dedication of our employees. Not... ...: Work review, decision making, and time budget management are essential parts of this position Execute day-to-day activities...AssetFull timeWork at officeVisa sponsorship
- ...and other workstreams has been approved by the Fervo's senior management and Board of Directors. This position reports directly... ...or distribution), infrastructure, upstream oil & gas, or other asset-heavy industries Exposure to regulatory compliance audits...AssetWork at officeLocal area
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