Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management - Tax Senior Associate

$77k - $214k

PricewaterhouseCoopers

Specialty/Competency: Industry Tax Practice

Industry/Sector: Asset and Wealth Management

Time Type: Full time

Travel Requirements: Up to 20%

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.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

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 Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall 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 proficiency.

Responsibilities

  • Lead digitization and automation efforts

  • Solve intricate tax challenges

  • Mentor and guide junior team members

  • Foster and sustain client relationships

  • Gain thorough understanding of business contexts

  • Navigate complex tax scenarios effectively

  • Grow personal brand and technical skills

  • Uphold exceptional professional and technical standards

What You Must Have

  • Bachelor's Degree in Accounting

  • 2 years of experience

  • Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

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 licenture, or Member of the Bar

  • Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

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 the following link:

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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:

#LI-Hybrid

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Charlotte, NC vacancy
  • $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,... 
    Senior
    Asset
    H1b

    PricewaterhouseCoopers

    Charlotte, NC
    3 days ago
  • $77k - $214k

     ...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance...  ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex... 
    Senior
    Asset

    PwC (US)

    Belmont, NC
    2 days ago
  • $77k - $214k

     ...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance...  ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex... 
    Senior
    Asset

    PwC (US)

    Charlotte, NC
    4 days ago
  •  ...Experience 10+ years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-worth clients...  ...complex portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of... 
    Senior
    Asset

    Nbutexas

    Charlotte, NC
    14 hours ago
  • $124k - $335k

     ...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the... 
    Senior
    Asset
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    Charlotte, NC
    1 day ago
  • Equitable in Charlotte, NC is seeking a Counsel - Wealth Management to serve as the primary legal partner handling onboarding of experienced...  ...a hybrid on-site schedule. You will structure and negotiate asset purchase agreements, retention agreements, loan agreements, and... 
    Senior
    Asset

    Equitable

    Charlotte, NC
    14 hours ago
  • Citizens Financial Group seeks a Trade Ops Group Manager to lead end-to-end trade execution, post-trade processing, and operations across asset classes and custodians within Wealth. The role ensures best execution, regulatory compliance, risk mitigation, and a high-quality... 
    Senior
    Asset

    Citizens Financial Group

    Charlotte, NC
    2 days ago
  •  ...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 Services...  ...practice. Responsibilities: Support Tax Managers and Partners in the day-to-day... 
    Senior
    Asset
    Local area

    KPMG

    Charlotte, NC
    1 day ago
  • KPMG is seeking a Tax professional to join a dynamic team in Charlotte, NC. You will provide compliance...  ...for pass-through entities, partnerships, and Asset Management clients, supporting a multi-disciplinary team and senior leadership. Ideal candidates bring 2+ years in pass... 
    Senior
    Asset

    Energy Jobline ZR

    Charlotte, NC
    2 days ago
  • $81.13k - $164.57k

     ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  .... KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-... 
    Senior
    Asset
    Local area
    Remote work

    KPMG

    Charlotte, NC
    2 days ago
  • Provides wealth planning consultations and support to...  ...Wealth Planning Consultant, Senior Specialist with...  ...the Advice and Wealth Management (AWM) division advising...  ...estate planning, income tax and financial planning...  ...role in making sure the assets our clients have worked... 
    Senior
    Asset
    Work experience placement
    Work at office
    Remote work

    Vanguard

    Charlotte, NC
    14 hours ago
  • $104.55k - $123k

     ...professionals supporting the Wealth, Corporate, Commercial and...  ...with supporting exposure to asset management activities. Engagements executed...  ...audit plan and provide Senior Management with clear, risk-...  .../services, systems, and associated risks/controls - Thorough knowledge... 
    Senior
    Asset
    Temporary work
    Work experience placement
    Work at office
    3 days per week

    U.S. Bank

    Charlotte, NC
    14 hours ago
  •  ...Tax Professional We are seeking a detail-oriented and experienced Tax Professional...  ...for all dealerships. Prepare fixed asset schedules for depreciation for all...  ...information for tax audits. Assist Senior Accounting Managers with any tax questions they may have.... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Shift work
    Afternoon shift

    Hendrick Automotive Group

    Charlotte, NC
    2 days ago
  • $200k

    Full-time Job Description The Senior Wealth Manager serves as the trusted advisor to our affluent clients...  ..., trust and estate, insurance, tax and banking needs. Senior Wealth Advisors...  ...work with clients to design and implement asset allocation strategies and financial... 
    Senior
    Asset
    Full time

    The Ball Hawk

    Charlotte, NC
    14 hours ago
  • $135k

     ...Senior Accountant | Charlotte, NC Global technology-driven fixed income trading firm/broker-dealer seeks...  ...trading counterparties include institutional investors, asset managers, banks, registered investment advisors, wealth managers, insurance companies and other B-Ds, and... 
    Senior
    Asset
    Work at office
    Work from home

    BCI - Brokerage Consultants Inc

    Charlotte, NC
    4 days ago
  •  ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in...  ...for providing comprehensive wealth management advice and building long-term relationships...  ...track record of client acquisition and asset growth Background in a wirehouse,... 
    Senior
    Asset

    Beacon Pointe

    Charlotte, NC
    1 day ago
  •  ...Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory team. The...  ...Candidates should have a minimum of 10 years in wealth management and a portable book of at least $25 million in assets. The position offers a competitive base... 
    Senior
    Asset

    Coda Search│Staffing

    Charlotte, NC
    14 hours ago
  •  ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our...  ...'s Advice and Wealth Management division, you will develop...  ...portfolios of $5-15M in investable assets using Vanguard products and...  ...to investment advice, tax strategies, legacy & estate... 
    Senior
    Asset
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard Group, Inc.

    Charlotte, NC
    4 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... 
    Asset
    Full time
    H1b

    PwC

    Charlotte, NC
    14 hours ago
  • $95.6k - $140.4k

     ...Senior Associate – Transaction Tax Services To support the continued growth of our Transaction Tax Services...  ...loss allocations and Section 751 hot asset considerations. Review target tax profiles...  ...and post‑close integration planning. Manage day‑to‑day client communication on... 
    Senior
    Asset
    Local area

    Cherry Bekaert

    Charlotte, NC
    4 days ago
  • Charles Schwab in Charlotte, North Carolina, is seeking a Sr. Manager, Wealth Advisor to manage client relationships and provide tailored investment guidance. The role emphasizes relationship management and holistic financial planning while collaborating with an advisory... 
    Senior

    Charles Schwab

    Charlotte, NC
    2 days ago
  •  ...Advisor and Advisor team's overall investment management philosophy. Key responsibilities include...  ...profiles are aligned with the chosen asset allocation. Job expectations include partnering...  ...and understanding of the suite of Wealth Management products and services Strong analytical... 
    Asset
    Work from home
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  •  ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...Opportunity Our EY EDGE practice focuses on US and global tax information reporting and withholding matters. You will work... 
    Senior
    Asset
    Flexible hours

    EY

    Charlotte, NC
    14 hours ago
  • Charles Schwab is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing...  ...of client outcomes. Through our Wealth Management Institute and ongoing coaching, you’ll...  ...in client relationship management, asset allocation, risk awareness, and #J-188... 
    Asset

    Charles Schwab

    Charlotte, NC
    3 days ago
  • $96.3k - $176.5k

     ...Services - Capital Markets - Digital Assets - Senior Consultant Location: New York...  ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help...  ...: Assess and manage risks associated with digital asset investments, including... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    Charlotte, NC
    2 days ago
  •  ...financial advice and complex portfolio management guidance to High Net Worth clients....  ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North...  ...needs related to investment advice, tax strategies, legacy & estate planning,... 
    Senior
    Work at office
    Remote work
    Relocation
    Monday to Friday

    Vanguard Services Inc

    Charlotte, NC
    4 days ago
  •  ...Charlotte seeks a Private Banker to provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance client experiences. The ideal candidate... 
    Senior

    First Citizens

    Charlotte, NC
    4 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector:...  ...& Capital Markets Tax Senior Associate, you will play a pivotal role...  ...business analysis, working capital management, and profit sharing, while...  ..., handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Charlotte, NC
    3 days ago
  • Vanguard is seeking a Wealth Planning Consultant, Senior Specialist, to join their Advice and Wealth Management division in Charlotte, NC. This position advises ultra-high-net-worth clients on income tax, advanced estate planning, and financial planning strategies. The... 
    Senior
    Remote job

    Vanguard

    Charlotte, NC
    14 hours ago
  • $152.37k - $186.23k

    Pacific Asset Management, LLC is seeking a Senior Actuary to join their Annuity Inforce Management team in Charlotte, NC, Newport Beach, CA, or Omaha, NE. This role follows a hybrid work schedule and requires strong analytical skills along with experience in actuarial modeling... 
    Senior
    Asset

    Pacific Asset Management, LLC

    Charlotte, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!