Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
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
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity... ...Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising...SeniorAssetFull timeH1bLocal area$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in... ...progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem...SeniorAssetFull timeH1bLocal areaOverseas$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of... ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours- ...banking and fostering a culture where associates thrive. We are dedicated to... ...FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in... .... About the Role: A Senior Wealth Advisor is an experienced financial...SeniorAssetImmediate start
- Ernst & Young Oman is looking for a Senior Analyst in their Financial Services EY EDGE Wealth and Asset Management practice in California. This role focuses on delivering tax compliance and consulting services, managing client relationships, and supporting team members...SeniorAsset
- Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with... ...worth clients and provide tailored wealth management strategies. Successful candidates will... ...strong focus on client acquisition and asset growth. This position offers the...SeniorAsset
$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...AssetFull timeH1b- BCG Attorney Search is seeking a highly skilled Private Wealth Services Associate for its San Diego office. This full-time role offers the chance... ...include designing estate planning documents, managing asset transfers, and overseeing trust administrations. Benefits...SeniorAssetFull timeWork at office
$90.86k - $136.29k
...Tax Accountant, Senior We are currently seeking a Tax Accountant, Senior. This position will report... ...details, and be able to prioritize and manage multiple tasks while working with... ...disclosures Maintain tax basis fixed asset module in Oracle for tax depreciation reporting...SeniorAssetFull timePart timeWork at officeLocal areaWork from homeHome office2 days per week$189.29k - $331.2k
Northern Trust Corp is actively seeking a Sr. Relationship Advisor in San Diego, California to manage sophisticated wealth management clients. The role involves providing exceptional service, regulatory advice, and fostering client relationships. Ideal candidates will have...Senior$325k - $400k
...toggle section visibility As a Senior Vice President, you will lead... ...Advisors, family offices, wealth institutions and other... ...well as ongoing post-investment management of limited partners. You will... ...focus on infrastructure and real assets, technology, software and...SeniorAssetTemporary workWork at officeRemote workWork from homeFlexible hours- ...all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction... ...Westcore is looking for an experienced Senior Property Accountant .... ...accordance with current GAAP and/or tax guidance as well as within company policies...SeniorAssetWork experience placement
$120k - $130k
...Financial Group (CFG) is seeking a Senior Product Marketing Manager (Wealth Management) who will be... ...management solutions and fee-based assets onto Cetera’s platform. Develop... ...0,000.00-$140,000.00 2 days ago Associate Product Marketing Manager (San Diego...SeniorAssetFull timeWork at officeRemote workFlexible hours$80k - $115k
Position Profile Weaver's State and Local Tax team is looking for an Indirect (Sales/Use) Tax Senior Associate or Supervisor to join their growing team. They have in... ...primarily work on complex Indirect tax audits, managed audits and recovery of tax overpayments (reverse...SeniorLocal areaFlexible hours$189.29k - $331.2k
Northern Trust, located in San Diego, is seeking a seasoned relationship manager to manage complex wealth management clients. The ideal candidate will have extensive fiduciary knowledge, strong leadership skills, and a proven record of enhancing client relations. With...Senior$85k - $145k
Wealth Advisor, Guided Investing (San Diego, CA) Why Work at Mercer Advisors?... ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ..., along with the ability to perform asset allocation and analysis for...AssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$168.4k - $384.6k
...Financial Services Tech Consulting Senior Manager - Asset Management - Aladdin Location: New York Other locations: Anywhere in Region Salary... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build...SeniorAssetWork experience placementSummer holidayFlexible hours- ...Senior Vice President, Asset Based Lending About the Company Progressive banking institution specializing in asset-based lending Industry... ...Senior Vice President, Asset Based Lending Relationship Manager will be responsible for developing, approving, and servicing...SeniorAsset
- ...financial fraud investigations and strong communication skills. A Bachelor’s degree or equivalent work experience is preferred. This position is essential for safeguarding the company’s assets while promoting a dynamic and inclusive work environment. #J-18808-Ljbffr EpwiredSeniorAssetWork experience placement
- ...The Wealth Advisor is responsible for managing client deliverables for high-net-worth (HNW) clients. This role focuses on building and maintaining client... ...IM), ensuring alignment with client objectives. Manage assets under management (AUM) case management and perform audits...Asset
- ...role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE)... ...This role grows, deepens, and manages relationships with affluent customers... ...with internal partners across Wealth, Home Lending, and Business... ...$2.1 trillion in assets. We provide a diversified set...SeniorAssetFull timeTemporary workWork experience placementImmediate start
- ...Job Title - Senior Marketing Manager Location - San Diego, CA Contract - 12 Months JOB DESCRIPTION Primary responsibility for product... ...the development of messaging, marketing content, creative assets, and campaign plans that resonate, drive awareness and...SeniorAssetContract workImmediate start
- ...ELS is hiring for the position of Sr. Regional Manager in Olympia, Washington. What you’ll do: The Senior Regional Manager manages the property operations of RV... ...ensure that operations align with it. Work with the Asset Management department to prepare the annual budget...SeniorAssetLocal area
$85k - $110k
...that's the Power in the Plus! Withum's Tax Services Group is made up of a brilliant... ...Client services. As a Tax Senior based out of our San Diego, California office... ...Handling and resolve tax controversies Managing multiple engagements concurrently with...SeniorWork at officeLocal area$77k - $202k
...connections, and learning how to manage and inspire others.... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ...architecture, and execution. As a Senior Associate, you will analyze complex problems... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$79.58k - $99.48k
...Tax Associate Join a team that values your ambition and empowers your... ...them to preserve their wealth for future generations, and... ...Strong organizational and time management skills, with the ability to... ...over $220 billion in client assets. We combine a boutique's personal...AssetPermanent employmentTemporary workWork experience placementWork at officeFlexible hours- ...Senior Director, M&A About the Company Leading energy transition company shaping growth... ..., leading strategic partnerships, and managing the acquisition and optimization of... ...solar, storage, and digital infrastructure assets. This senior leadership position demands...SeniorAsset
- ...Reports To : Practice Area Manager Summary of Position : The Senior Paralegal – Trusts &... ...transfer documents, and related asset-transfer forms. •... ...notices, inventory deadlines, tax returns, distributions).... .... • Maintain local bar association membership. • Attend at...SeniorAssetHourly payLocal areaRemote work
- ...currently seeking to grow our team with a Senior Tax Associate. This person can work from anywhere.... ...personal tax returns Be able to review and manage returns prepared by staff Identify... ...impact of business sales as a sale of assets. Great internal and external communication...SeniorAssetFull time
- ...Senior Product Marketing Manager At UpGuard, we are replacing manual security bottlenecks with AI-driven precision. Fresh off a US$75M Series C, we... ...sales, and customer success Build core sales and marketing assets such as pitch decks, product datasheets, and product-...SeniorAssetRemote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- tax advisor San Diego, CA
- entry level tax preparers San Diego, CA
- tax specialist San Diego, CA
- tax associate San Diego, CA
- accountant tax preparer San Diego, CA
- sales & use tax accountant San Diego, CA
- senior tax associate San Diego, CA
- tax preparers San Diego, CA
- international tax associate San Diego, CA
- tax accountant San Diego, CA

