Senior Tax Strategy Lead — Asset & Wealth Management
PricewaterhouseCoopers
PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes advisory excellence, collaboration with clients, and risk management, with opportunities for advancement and a discretionary bonus. Requires 6+ years and relevant credentials. #J-18808-Ljbffr PwC
- ...A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate... ...and estate planning strategies. This individual will also... ...cash flow modeling, asset allocation, wealth simulations, income tax planning, estate planning...SeniorAssetTax
- ...Financial Services Tax Practice Senior ManagerA career in our... ...tax obligations while managing the impact tax has on... ...business issues from strategy to execution. PwC Professional... ....Initiate and lead open conversations... ...OpportunityAs part of the Asset and Wealth Management team you...SeniorAssetTaxLocal areaOverseas
$163.6k - $245.4k
...Category: Project and Program Management, Professional,... ...DescriptionProgram Management Senior Lead (SVP) - Wealth LendingThe Program Management... ...understanding of functional strategy, business objectives, and industry... ..., client outcomes, and asset protection.Drive compliance...SeniorAssetFull time$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among... ...surpassed $30 billion in assets under management.... ...management, advanced tax planning, and multi‑generational wealth strategies. This opportunity... ...will serve as the lead strategist on sophisticated...SeniorAssetTaxFull timeWork at officeRemote workFlexible hours$77k - $214k
...ApplicableSpecialismDomestic Tax ComplianceManagement... ...SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide... ...evolving business contexts and strategies- Collaborating with teams... ..., handling proprietary assets, or collaborating closely...SeniorAssetTaxFull timeH1b$77k - $214k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...compliance, and strategy. These... ...learning how to manage and inspire others... ...experiences you need to lead and deliver... ...efficiencies. As a Senior Associate you analyze... ...proprietary assets, or...SeniorAssetTaxFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...OpportunityAs an Asset & Wealth Management Regulated... ...Investment Company (RIC) - Senior Manager, you will... ..., compliance, and strategy within our Tax... ...Responsibilities- Leading tax compliance...SeniorAssetTaxFull timeH1b$115k - $270k
...ImpactWealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...clients and customers, and leading-edge technology, data, and... ...advise and deliver customized strategies drawn from our deep... ...and beyond, which may include tax and estate planning, philanthropic...SeniorAssetTaxFull timeTemporary workPart timeWork experience placement- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry Financial Services Type Privately Held... ...a specific focus on individual income tax planning for high-net-worth families. This...AssetTaxWork at office
- ...Associates, Inc. is seeking a property tax professional to manage complex returns for utility and... ...centralized filings, advise on asset classifications, and lead a multidisciplinary team across... ...emphasizes client relationships, strategy development, and leadership in supervising...SeniorAssetTaxRemote job
$97.3k - $178.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...and our firm. You will lead transformative projects that... ...meaningful relationships with senior stakeholders, inspire cross... ...in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorAssetTaxSummer holidayFlexible hours$91.1k - $150.2k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...dynamic FSO team! EY's FSO tax practice provides... ...tax compliance.As a Senior in Tax Compliance, you... ...tax compliance strategies, providing essential... ...standardized processes and leading technology to streamline...SeniorAssetTaxSummer holidayLocal areaImmediate startFlexible hours- Citi in New York, NY is seeking a senior Program Management leader (SVP) to drive complex Wealth Lending initiatives. You will coordinate cross-functional teams, align programs with enterprise strategy and manage governance, risk and delivery discipline across a large portfolio...Senior
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...Senior
$240k - $260k
...of the world’s leading independent global... ...investment management capabilities, we... ...of investment strategies and vehicles to... ...Strategies Technology (Wealth, SMAs & Model... ...’s wealth and asset management... ...preferences, and tax considerations.... ...managers and senior engineers in a...AssetTaxFull timeWork at officeFlexible hours$175k - $200k
...Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives... ...across three multi-strategy platforms: Credit,... ...We are looking for a Senior Associate to join the... ...Institutional Capital and Private Wealth teams in fundraising... ...officers, accounting, tax and legal teams,...SeniorAssetTaxPermanent employmentWork at officeFlexible hours$125k - $290k
Goldman Sachs Asset and Wealth Management oversees $3.6 trillion in assets under supervision... ...investment solutions and strategies to our global, diverse... ...ETF platform updates for senior management, boards, and... ...markets, distribution, legal, tax, compliance, fund services,...AssetTaxFull timeTemporary workPart time$125k - $155k
ISS Market Intelligence is seeking a senior leader to join their Business Development team in New York. This role will drive product strategy and innovation in asset management. The ideal candidate will leverage deep expertise to translate insights into a clear product...SeniorAsset$115k - $270k
...to join its Tactical Asset Allocation team.OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs helps... ...clients and customers, and leading-edge technology, data... ...deliver customized strategies drawn from our deep... ..., which may include tax and estate planning,...AssetTaxFull timeTemporary workPart timeFlexible hours- EY is seeking a Tax - Indirect - Unclaimed Property and Escheat Services Manager to lead asset recovery engagements, guide teams, and manage client relationships within... ...will oversee complex claims, develop recovery strategies, and ensure quality delivery while coaching junior...AssetTax
- Uplinq seeks a Senior Tax Strategist to lead the Strategy Team and report to the VP of Tax. This player-coach role manages people, systems, and partnerships to scale strategy operations... ...weekly, and develop advanced tax and wealth strategies for business owners while championing...SeniorTaxRemote job
$85k - $160k
...Strategic and Quantitative Asset Allocation (SQAA)... ...the Investment Strategy Group (ISG). The candidate... ...a must. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs helps... ...and customers, and leading-edge technology,... ..., which may include tax and estate planning,...AssetTaxFull timeTemporary workPart time$160k - $240k
...RoleiCapital is seeking a Vice President or Senior Vice President to lead Pricing Strategy and support one of iCapital's most... ...Development, Relationship Management, Distribution, and Product teams... ...within financial services, fintech, asset management, or related...SeniorAssetFull timeWork at officeRemote work$77k - $214k
...Senior Associate, Financial Services TaxAt PwC, our people in tax services focus on providing advice and guidance... ..., compliance, and strategy. These individuals help... ..., and learning how to manage and inspire others. Navigating... ...you need to lead and deliver value at this...SeniorAssetTax- Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+... ...comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement...SeniorAssetTax
$200k - $250k
...currently recruiting a Relationship Manager (RM) to join our multi-family... ...$25 million of investable assets. This role includes a business... ...- integrating estate and tax planningEnsure all clients are... ...implement long-term new business strategy in coordination with other members...SeniorAssetTaxFull timeWork at officeLocal area- ...member for the role of Senior Director to join our Wealth Services Compliance... ...compliance risk matters. Lead the implementation... ...coverage for BNY’s Managed Account Solutions’ business... ...platform for multi-asset portfolios. Assist in... ...requirements such as tax management, portfolio...SeniorAssetTaxWorldwideFlexible hours
$77k - $202k
...develop operational strategies, and offer guidance... ...learning how to manage and inspire others.... ...experiences you need to lead and deliver value... ...to specific PwC tax and audit guidance)... ...operating success. As a Senior Associate you... ...handling proprietary assets, or collaborating closely...SeniorAssetTaxFull timeH1b$124k - $280k
..., develop operational strategies, and offer guidance and... ...you need to lead and deliver value at this... ...refer to specific PwC tax and audit guidance), the... ...payer functions. As a Senior Manager, you will serve as a strategic... ...handling proprietary assets, or collaborating...SeniorAssetTaxFull timeH1b$124k - $280k
...SummaryAt PwC, our people in strategy consulting focus on... ...you need to lead and deliver value at this... ...refer to specific PwC tax and audit guidance), the... ...center transformation. As a Senior Manager, you will serve as a strategic... ..., handling proprietary assets, or collaborating...SeniorAssetTaxFull timeH1b
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