Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs 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 activitiesWhat 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 opportunityWhat 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 collaborationTravel RequirementsUp to 20%Job Posting End DateThe 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: 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: more about how we work: 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.SummaryLocation: NY-New York; CA-Irvine; GA-Atlanta; IL-Chicago; TX-Dallas; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; US-Hybrid; UT-Salt Lake City; NJ-Florham Park; TX-San Antonio; CA-San Diego; TX-Fort Worth; CA-San Francisco; PA-Philadelphia; TX-HoustonType: Full time
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...AssetFull timeH1b$99k - $266k
...Asset And Wealth Management Tax ManagerThe 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...Asset- EY is a global leader in professional services, delivering tax, advisory, and assurance with a focus on financial services. The Financial Services Organization (FSO) EDGE Wealth and Asset Management team provides specialized tax support for hedge funds, private equity,...Asset
$104.6k - $191.6k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, leveraging deep...AssetSummer holidayLocal areaFlexible hours$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them...AssetFull timeH1b$126.1k - $210.1k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...then come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetSummer holidayLocal areaImmediate startFlexible hours$130.6k - $343.6k
...0001-8604Salary: $130,600 - $343,600Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-11... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaImmediate startFlexible hours$77k - $214k
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...0001-8604Salary: $103,600 - $235,300Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-11... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaImmediate startRemote workFlexible hours$106.5k - $195.1k
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...CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across key areas of the Private Wealth Management portfolio, including trust companies, registered... ...), or relevant securities licenses is an asset.You're able to travel. This role requires...AssetFull timeRemote workShift work2 days per week$77k - $214k
.../SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob... ...& SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$103.1k - $188.9k
...0001-8604Salary: $103,100 - $188,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-11... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayFlexible hours$150k - $175k
Company Overview: A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role focuses on delivering comprehensive tax compliance and planning services to high-net-worth clients while providing leadership...Work at officeLocal area$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...for you!We are seeking a Tax Manager to join our growing Private Client... ...to income, estate, gift, and wealth transfer taxes.Serve as a primary...AssetFull timePrivate practiceLocal area3 days per week$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeContract workH1b$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 holidayWork at officeFlexible hours$116.2k - $212.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...complex challenges, then come join our dynamic FSO team!Handling tax in such a large, sophisticated organization takes more than...AssetSummer holidayFlexible hours- Jobot is recruiting a Senior Tax Manager / Tax Principal in New York City to deliver comprehensive tax compliance, planning, and advisory... ...-worth individuals and families. The role collaborates with wealth management teams to provide proactive tax guidance and strategic...
$116.2k - $212.9k
...212,900Job Function: Business Tax Services (BTS)Employer: EY Global... ...and business acumen.As a Manager in Private Tax, you will be at... ...structures.• Supporting clients in wealth transfer, succession planning,... ..., US residents holding nonUS assets, or foreign nationals holding...AssetWork experience placementPrivate practiceSummer holidayFlexible hours- ...with finance, investment, and HR teams internally. What we're looking for: ~8+ years of FP&A experience, ideally within asset management, wealth management, or an RIA ~ Deep experience with compensation analysis and modeling in a financial services setting ~...AssetFull time
- ...AnnuallyIndustry Hedge FundSelling Points Lead impactful tax strategies and compliance efforts in a... ...scalable tax solutions.Job DescriptionTax Manager OverviewThe Tax Manager will oversee tax... ...automated solutions.Provide expertise in asset management, alternative investments, and...Asset
- ...Wealth Management InternshipSpend your summer gaining hands-on experience alongside Aspiriant’s wealth... ...goals, current financial data, tax rates, and inflation and investment assumptions... ..., insurance, investment vehicles, asset allocation, estate planning techniques,...AssetSummer workInternshipWork at officeLocal area
$43.26 per hour
...trusted advisor to our clients. 2027 Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are located in New... .... The team’s success is measured not just by sales and asset growth, but also by the strength and depth of client relationships...AssetHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- ...JP Morgan Asset and Wealth Management offers tailored investment solutions to Institutional, Retail, and High Net Worth clients worldwide. With expertise across all major asset classes, we manage over half a trillion in client assets through our Private Market Alternatives...AssetWorldwide
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...and what we stand for as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice...AssetLocal area
- ...clients. This role leads end-to-end fiduciary tax compliance across trusts, estates,... ...and clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax compliance... ...reviewsSupport correct tax treatment of complex trust assets (e.g., closely held businesses, real...Asset
$136.6k - $142.5k
...BCG delivers solutions through leading-edge management consulting along with technology and design,... ...partner in a growing global team, providing U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients. You will work...AssetWork at officeLocal areaShift work$20 per hour
...About Arca Arca is a wealth management firm built from the ground up with AI. Most people get... ...acquiring firms managing over $1B in client assets, which gave us real advisors, real... ...hours. The role As Arca's Head of Tax, you'll build our tax practice from zero...AssetWork at officeShift work1 day per week
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