Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77k - $214kDormont Manufacturing Co
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary 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. Skills, Knowledge, and Experience 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 RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyse complex problems, mentor others, and maintain rigorous standards. You 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 knowledge. Responsibilities Leading the way as technology-enabled tax advisors Delivering benefits through digitization and automation Solving complex problems with innovative solutions Mentoring and supporting junior team members Upholding exceptional standards in every task Cultivating and maintaining client relationships Gaining a deeper understanding of business contexts Managing and navigating complex scenarios What You Must Have Bachelor’s Degree 3 years of experience 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 license, or Member of the Bar Travel Requirements Up to 20% Job Posting End Date 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 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. #J-18808-Ljbffr Dormont Manufacturing Co
$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice...SeniorAssetH1b$99k - $266k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager... ...help businesses navigate complex tax regulations and optimise their tax positions. Those... ...such as accessing sensitive company or customer information, handling proprietary...AssetH1b- ...Are you skilled at developing wealth management strategies? Does financial data excite... ...re looking for a Wealth Strategy Associate to: • assist financial advisors... ...'s goals • develop customized asset allocation strategies and investment solutions for clients • provide...SeniorAssetFlexible hours
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...Fargo is seeking a Senior Counsel to join... ...supporting its Wealth and Investment Management (WIM) division.... ...registered investment companies and private... ...‑1, Rule 22c‑1, Regulation Best Interest).... ...experience at an asset manager, fund... ...which states that Associated Persons should not...SeniorAssetWork experience placementWork at officeRelocation package3 days per week$52k - $94.12k
...service team (Associates and Senior Associates), management of the client... ...years) of AML and regulations impacting the... ...banks, asset managers and asset... ...intelligence companies in the world.... ...and steward the investments of millions of... ...needs. And our wealth of development...SeniorAssetTemporary workWork experience placementWork at officeFlexible hours$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...businesses navigate complex tax regulations and optimise their tax... ...efficiencies. As a Senior Associate you shall analyze complex... ...such as accessing sensitive company or customer information,...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
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...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...with relevant tax laws and regulations Provide effective leadership, formal...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours- Senior Associate - Product Development (Private Markets) asset-management, Private Equity, Product Management Perm Hybrid If you’... ...be at the heart of launching investment products that define the future... ...fund structures, private wealth vehicles, or institutional product...SeniorAssetPermanent employment
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$74k - $104k
...solutions to our clients and investing partners. As our global... ...discretion, subject to manager approval. For example,... .... Responsibilities The Associate, Product Marketing, Global Private Wealth sits within the Global Private... ...marketing readiness, assets, and cross‑functional...SeniorAssetWork at officeLocal areaRemote work1 day per week$89k - $133k
The Senior Associate, Client Marketing will shape and deliver coordinated... ...HarbourVest’s Global Private Wealth business. This role... ...your discretion, subject to manager approval. The ideal candidate... ...emails, landing pages, digital assets, presentations, and related...SeniorAssetLocal areaRemote workHome office$89k - $133k
...solutions to our clients and investing partners. As our... ..., subject to manager approval. For example,... ...used as needed. The Senior Associate, Business Intelligence... ...within Global Private Wealth (GPW) Commercial Operation... ...architecture Experience in asset management, private...SeniorAssetWork at officeLocal areaRemote work1 day per week$80k - $100k
...Capital is a Global Investment Office acting for distinguished... ...and foundations, senior investment... ...globe. With $75B+ in assets under management, the firm constructs... ...Description The Senior Associate will join our US... ...local data protection regulations and privacy controls...SeniorAssetTemporary workWork at officeLocal areaFlexible hours- ...Engineer III Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55... ...—and at the cutting-edge of wealth and asset management. We've been making rapid... ...built and brought to market a tax-smart investment strategy engine, portfolio trading and...SeniorAsset
- PNC is seeking a Senior Wealth Strategist to develop tax, estate, and financial plans for clients in Boston, MA. This role emphasizes building and managing client relationships while retaining and growing assets under management. Ideal candidates will have over 8 years...SeniorAsset
$140k - $175k
A wealth management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing Principal's clients. The role involves client onboarding, processing portfolio transactions, and assisting with portfolio reporting...Senior- About DCAMM The Division of Capital Asset Management and Maintenance manages and stewards the... ...Office of the General Counsel as a Senior Associate General Counsel. This role is for an... ...resolution. Research and analyze statutes, regulations, policies, precedents, and evolving...SeniorAssetFull timeContract workPart timeWork at officeWork from home
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$130.97k - $183.68k
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...Capital is a Global Investment Office acting for distinguished... ...and foundations, senior investment... ...globe. With $75B+ in assets under management, the firm constructs... ...growing, 400+ person company, we seek someone who... ...local data protection regulations and privacy controls...SeniorAssetTemporary workWork at officeLocal areaImmediate startFlexible hours$95.86k - $208.27k
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...and Capital Markets, Wealth and Asset Management and Insurance. Our... ...support cutting‑edge investment management solutions... ...you will partner with senior stakeholders across... ...financial services company or comparable experience... ...issues, including regulations, industry practices,...SeniorAssetWork experience placementSummer holidayFlexible hours- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global...Asset
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