Asset & Wealth Management Tax Manager
$99k - $266kPwC (US)
Tax ManagerAt 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. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:Analyse and identify the linkages and interactions between the component parts of an entire system.Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.Develop skills outside your comfort zone, and encourage others to do the same.Effectively mentor others.Use the review of work as an opportunity to deepen the expertise of team members.Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.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 Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.Responsibilities:Supervise and develop team members to achieve exceptional deliverablesManage client service accounts and engagement workstreamsIndependently solve and analyze complex problemsUtilize PwC's technical knowledge and industry insights to address client needsDrive digitization, automation, and efficiency improvementsCoach teams to enhance their skills and performanceOversee successful planning, budgeting, and execution of projectsFoster a culture of continuous improvement and innovationWhat You Must Have:Bachelor's Degree in Accounting4 years of experienceCPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart:Thorough knowledge of compliance and consulting for financial partnershipsKnowledge of structuring funds to limit tax liabilityIn-depth tax technical skills in partnership tax formsExperience identifying and addressing client needsBuilding, maintaining, and utilizing networks of client relationshipsSuccess as tax technical business advisorFamiliarity with CRM systemsKnowledge of automation and digitization in professional servicesExperience with alternative fee arrangements and pricing strategiesTravel Requirements: Up to 40%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.
$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate Tax services, will provide you... ...and business conduct.The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team...AssetLocal areaOverseas$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 guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b$103.6k - $189.9k
...0001-8604Salary: $103,600 - $189,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-09... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayImmediate startFlexible hours$105.1k - $192.6k
...EY and help to build a better working world.Tax - Indirect Tax Income Tax - Financial Services Organization - Manager The opportunityEY is a leader in serving the... ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...AssetSummer holidayLocal areaFlexible hours$150k - $200k
...Tax ManagerNew York, NY, USA; Norwalk, CTFirm OverviewVerition Fund Management LLC ("Verition") is a multi-strategy, multi-manager hedge... ...charitable giving strategies, and wealth transfer initiatives.Assist... ...with hedge fund / asset management flow-through pickup...AssetWork at officeLocal area$106.5k - $195.1k
...FY27 - Financial Services - Private Client Services - Tax ManagerLocation: New York Other locations: Anywhere in Region Salary... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetWork experience placementSummer holidayImmediate startFlexible hours$110k - $129k
...An estimated $124 trillion of assets will be inherited by younger generations... .... The largest transfer of wealth in human history. If you’re... ..., and so are the rewards. The Tax Operations team’s mission is... ...dynamic environments and can manage multiple priorities. In this role...AssetWork at officeFlexible hoursShift work3 days per week$120k - $150k
...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$103.1k - $188.9k
...0001-8604Salary: $103,100 - $188,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-09... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayFlexible hours$77k - $214k
...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...AssetH1b$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$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...are seeking an experienced Tax Manager to join our growing Private Client... ...to income, estate, gift, and wealth transfer taxes.Serve as a...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$147.4k - $336.8k
...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$105.1k - $192.6k
...Charlotte, Chicago, Dallas, Los Angeles, Irvine Tax - Indirect Tax Income Tax - Financial Services Organization - Manager The opportunity EY is a leader in serving... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...AssetWork experience placementSummer holidayLocal areaFlexible hours- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes...AssetRemote work
- 202 7 Summer Internship - Global Wealth Management , Strategic Accounts Analyst, US PIMCO is a global leader in active fixed income. With our... .... The team's success is measured not just by sales and asset growth, but also by the strength and depth of client relationships...AssetFull timeWork experience placementInternshipSummer internshipWork at officeShift work
$103.1k - $188.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...practice gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will...AssetSummer holidayFlexible hours$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- ...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
$90k - $205k
We're seeking someone to join our team as a Manager in Tax department to manage all aspects of IFRS tax provision preparation and... ...a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is...AssetTemporary workInterim roleLocal 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$175k - $225k
...leading alternative investment firm in New York City, is seeking a Tax Manager / Vice President, Tax to oversee all tax compliance activities... ...complex tax structuring for financial instruments, real assets, and various transaction types Job Requirements ~7–11 years...AssetWork experience placementLocal area$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a State... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryAt PwC, our people in tax... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...AssetFull timeH1b- ...Location: New York, NY Company: Asset Management Firm Employment Type: Full-Time About the Firm: JCW is partnered with a growing asset management... ..., and long-term success. They are currently seeking a Tax Manager to join their in-house tax team and play a key role in...AssetFull time
$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the... ...believe our team members are our greatest asset, and we invest in their growth and success... ...for you!We are seeking an experienced Tax Manager to join our Professional Services group. This...AssetFull timeLocal area3 days per week$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate... ..., estates, and gift taxesAssess clients’ financial goals, assets, and investment portfoliosDeliver personalized tax planning...AssetWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!
- fixed asset manager New York, NY
- digital asset manager New York, NY
- regional asset protection manager New York, NY
- senior asset manager New York, NY
- IT asset manager New York, NY
- asset protection manager New York, NY
- financial advisor wealth manager New York, NY
- wealth management advisor New York, NY
- wealth management consultant New York, NY
- wealth manager New York, NY



