Asset & Wealth Management Tax Senior Manager
$59.62 - $161.06 per hourPricewaterhouseCoopers
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, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations.As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm.In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.Responsibilities- Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations- Reviewing and analyzing financial data to prepare and file accurate tax returns- Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning- Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes- Directing teams through complex situations, demonstrating composure and strategic problem-solving- Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams- Making informed decisions and taking action to resolve issues hindering team effectiveness- Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements- Building and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must Have- At least a Bachelor's degree- At least 6 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- Demonstrating advanced skills in tax compliance and auditing- Utilizing strategic questioning to drive asset management solutions- Excelling in drafting and preparing complex tax documents- Leveraging analytical thinking for financial statement analysis- Applying project management skills to regulatory compliance consulting- Building relationships through effective communication and influence- Adapting to change with intellectual curiosity and learning agilityTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $124,000 - $335,000. 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; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; NY-Melville; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; NJ-Florham Park; CA-San Francisco; TX-Fort Worth; CA-Silicon Valley; PA-Philadelphia; CT-Hartford; 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...SeniorAssetFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...SeniorAssetFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax obligations while managing the impact tax has on their... ...now and in the future.As a Senior Manager, you'll work as... ...OpportunityAs part of the Asset and Wealth Management team...SeniorAssetFull timeH1bLocal areaOverseas$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$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorAssetFull timeH1b$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...securities licenses is an asset.You're able to travel. This role...SeniorAssetFull timeRemote workShift work2 days per week$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...member’s unique strengths, and managing performance to deliver on client expectations... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b$77k - $214k
...Asset And Wealth Management - Renewable Energy Tax Senior Associate The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will...SeniorAssetFull timeH1b$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client engagements...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$110k - $140k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions... ...and managing over $20 billion in assets. We are looking for passionate... ...Partners. Role Overview Senior Tax Accountants are responsible for...SeniorAssetWork experience placementWork at officeLocal areaFlexible hoursShift work$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 analyze complex... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and guidance... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bShift work$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$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$72.12 per hour
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$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...services and solutions within the asset and wealth management sectorWhat...SeniorAssetFull timeH1bLocal area$200k - $250k
...retirees make smarter retirement tax planning decisions. This is... ...Networking for referrals Managing assets Building financial plans... ...in retirement tax planning and wealth strategy solutions. Position Overview: As a Senior Wealth Strategy Consultant, you...SeniorAssetFor contractorsRemote workFlexible hours$146k - $200k
Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and... ...taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned...SeniorWork at office$72k - $184.44k
Industry/SectorAsset and Wealth... ...SummaryAt PwC, our people in managed services focus on a variety... ...refer to specific PwC tax and audit guidance), the... ...client engagements. As a Senior Associate, you will utilize... ..., handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b- ...Senior Vice President, Principal Full Stack Engineer, Performance Product Engineering About the Company Internationally... ...Banking Investment Services Personal Finance Wealth World Domination Asset Management Specialties financial services investment...SeniorAsset
$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 timeH1b$155k - $210k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...your success!The RoleSenior Managers in our Private Client Services... ...Principals, Trusts and Estates.Senior Managers can expect to:Engage... ...more about legislative changes, wealth transfer techniques,...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$59.62 - $161.06 per hour
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- ...Private Equity and Real Assets Fund Services business... ...services our customers. As a Senior Associate you will be... ...Preparing management, annual and incentive fee... ...client contacts, auditors, tax, lawyers and banking personnel... ...your needs. And our wealth of development programs...SeniorAssetTemporary workFlexible hours
- ...prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based... ...the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and...SeniorAssetLocal areaRelocation package
$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...SeniorAssetFull timeWork at officeWork from home- ...kJob DescriptionA global investment management organization is seeking a Senior Cloud Security Engineer to help... ...supports clients across institutional and wealth management markets and leverages a... ...within financial services, asset management, or regulated industriesFamiliarity...SeniorAssetFull timeWorldwide
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