Asset & Wealth Management - Tax Senior Manager
PwC (US)
Financial Services Tax Practice Senior ManagerA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.Deal effectively with ambiguous and unstructured problems and situations.Initiate open and candid coaching conversations at all levels.Move easily between big picture thinking and managing relevant detail.Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.Contribute technical knowledge in area of specialism.Contribute to an environment where people and technology thrive together to accomplish more than they could apart.Navigate the complexities of cross-border and/or diverse teams and engagements.Initiate and lead open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The OpportunityAs part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.ResponsibilitiesLead and manage large-scale projects to achieve successful outcomesInnovate and streamline processes to enhance efficiency and effectivenessMaintain exceptional standards of operational excellence in every activityInteract with clients at a senior level to drive project successBuild trust with multi-level teams and stakeholders through open communicationMotivate and coach teams to solve complex problemsServe as a strategic advisor, leveraging specialized knowledge and industry trendsProvide strategic input into the firm's business strategiesWhat You Must HaveBachelor's Degree in Accounting5 years of experienceCPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You ApartIn-depth knowledge of compliance for financial partnershipsKnowledge of structuring funds to limit tax liabilityExperience identifying and addressing client needsBuilding and utilizing networks of client relationshipsManaging resource requirements and project workflowCreating an atmosphere of trust in teamsDeveloping new relationships and selling new servicesInnovating through new and existing technologiesUtilizing digitization tools to enhance engagements
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeSecond jobH1b$153.43k - $332.7k
...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Manager to join our Business Tax Services... ...public accounting firm, corporation or asset management firm supporting alternative investmentsBachelor...SeniorAssetLocal area- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorAssetFull timeWork experience placementWork at office
$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$77k - $214k
...At PwC, our people in tax services focus on providing advice and... ...connections, and learning how to manage and inspire others. Navigating... ...creative tax solutions. As a Senior Associate you will analyze... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetH1b$130k - $160k
...Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team! This Jobot... ...A Bit About Us A specialized tax and wealth advisory firm supporting high-net-worth... ...-net-worth clients with $5M–$50M+ in assets. Oversee multi-state filings for S-Corps...SeniorAssetWork at officeLocal areaRemote work3 days per week$175k - $210k
...Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with... ...the story of your success! The Role Senior Managers in our Private Client Services (PCS)... ...to learn more about legislative changes, wealth transfer techniques, charitable giving strategies...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Institutions Division (FID), you’ll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who...SeniorAssetFull timeLocal areaImmediate start
$107.16k - $226.32k
...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities:Provide...AssetLocal area- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...responsible for providing comprehensive wealth management advice and building long-term... ...track record of client acquisition and asset growth ~ Background in a wirehouse, independent...SeniorAsset
- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment... ...Hedge Funds Financial Services Asset Management Consulting &... ...Services Professional Services Wealth Management Fund Families Investment...SeniorAsset
$76.32k - $127.21k
...motivated and qualified Senior Financial Planner to support... ...Net Worth Services, and Tax Planning. Maintain knowledge of all Wealth Planning offerings.... ...retirement, personal wealth management, risk management, and... ...brokerage and advisory assets on behalf of approximately...SeniorAssetWork at officeWork from home$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team... ...and client relationship matters to senior management and subject‑matter professionals...SeniorAssetSummer holidayFlexible hours- ...Title: Tax Manager Company: Global Investment Management Platform Compensation: $125,000 - $150,000 base bonus (DOE) Location: San Diego... ...Finance, or related field 6 years of tax experience, ideally within asset management or fund environments Public accounting background (...AssetFor contractorsWork at officeLocal area
$175k - $227.5k
...the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure... .... What You’ll Be Responsible For Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and...SeniorAssetWork at officeFlexible hours- Title: Tax Manager Company: Global Investment Management Platform Compensation: $125,000 - $150,000 base bonus (DOE) Location: San Diego (... ...Finance, or related field 6 years of tax experience, ideally within asset management or fund environments Public accounting background (...AssetWork at officeLocal area
$81.13k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax... ...Responsibilities: Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area- Telos Capital Management, Inc. is seeking a Senior Financial Planner to serve as the lead planner... ...and deliver comprehensive, tax-focused financial planning and advanced wealth strategies for high-net-worth... ...Management, Inc. is a distinguished asset and wealth management firm...SeniorAssetFull timeWork at office
$177.5k - $275.2k
...roads, and rail. As we plan, design, and manage projects that move people and goods from... ...Transportation practice in California is seeking a Senior Project Manager with Account Management... ...procurement and delivery processes is an asset.Education and ExperienceBachelor’s degree...SeniorAssetContract workWork at officeLocal areaFlexible hours- ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role requires overseeing multiple client engagements, driving business development, marketing, and recruitment, while providing strong leadership and fostering professional...SeniorPrivate practiceWork at officeLocal areaFlexible hours
- ...Senior Property Accountant Westcore is a fully-integrated commercial real estate... ...facets of real estate investment management: acquisitions, finance, asset management, leasing, construction... ...accordance with current GAAP and/or tax guidance as well as within company policies...SeniorAssetWork experience placement
- ...from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently...SeniorTemporary workPrivate practiceWork at officeLocal area
$168.4k - $384.6k
...Financial Services Tech Consulting Senior Manager - Asset Management - AladdinLocation: New York Other locations: Anywhere in Region Salary: Competitive... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help...SeniorAssetWork experience placementSummer holidayFlexible hours$120k - $130k
...Financial Group Cetera Financial Group (CFG) is seeking a Senior Product Marketing Manager (Wealth Management) who will be responsible for developing and... ...adoption of wealth management solutions and fee-based assets onto Cetera’s platform. Develop and manage...SeniorAssetFull timeWork at officeRemote workFlexible hours- ...broader team and key stakeholdersWork as a senior member of the Chemistry research group... ...interpersonal, communication, time management, and leadership skillsExperience mentoring... ...best-in-class and first-in-class clinical assets, both internally and in partnership, to...SeniorAssetFlexible hours
- ...to join the Biology group as Director or Senior Director. This individual will define and... ...interpret results.Team and partner leadership: Manage and develop scientists and associates,... ...-in-class and first-in-class clinical assets, both internally and in partnership, to address...SeniorAssetFlexible hours
- ...Senior Vice President of LIHTC Asset Management About the Company Financial services company with offices around the country focused on affordable housing development. Industry Financial Services Type Privately Held About the Role The Company is...SeniorAsset
$108k - $117k
Position OverviewWe are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in San Diego, CA. This position is responsible for... ...in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that...AssetFull timeWork at officeFlexible hours- ...The Wealth Advisor is responsible for managing client deliverables for high-net-worth (HNW) clients. This role focuses on building and maintaining client... ...IM), ensuring alignment with client objectives. Manage assets under management (AUM) case management and perform audits...Asset
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