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

Asset & Wealth Management Tax Manager

$99k - $266k

PricewaterhouseCoopers

The 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, 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 activities What 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 opportunity What 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 collaboration 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. To view our benefits at a glance, please visit the following link: As PwC is anequal 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. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Manager in Palo Alto, CA vacancy
  • $140k - $165k

     ...Tax Operations Manager Menlo Park, CA; New York, NY Join us in building the future of finance...  ...for all. An estimated $124 trillion of assets will be inherited by younger...  ...two decades. The largest transfer of wealth in human history. If you're ready to be... 
    Asset
    Work at office
    Flexible hours
    Shift work
    3 days per week

    Robinhood

    Menlo Park, CA
    1 day ago
  • $103.6k - $215.8k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...challenges, then come join our dynamic FSO team! As a Manager in Tax Controversy, you will assist clients in responding to and... 
    Asset
    Full time
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Palo Alto, CA
    2 days ago
  • $75k - $125k

     ...Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a critical role...  ...the strategic investment policy and program for all client assets managed by the team. The Director of Investments is responsible for... 
    Asset
    Full time
    Temporary work
    Work experience placement
    Work visa

    Morgan Stanley

    Menlo Park, CA
    4 days ago
  • $260k

     ...Mid/Senior-Level Transactional Tax Associate Baker McKenzie’s Tax Practice is a leader...  ..., transfer pricing, indirect taxes and wealth management tax advice and planning. We are seeking...  ...and cross-border investments in various asset classes, private investment offerings and... 
    Asset
    Hourly pay
    Full time
    Work at office
    Local area
    Worldwide

    Baker McKenzie

    Palo Alto, CA
    1 day ago
  • $70.32k

     ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...  ...relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches... 
    Asset
    Full time

    JPMorgan Chase & Co.

    Menlo Park, CA
    3 days ago
  •  ...Description Position Overview: The Associate Wealth Architect works directly with the Wealth...  ...and clients to assist with wealth management and financial planning. This position is...  ...Transaction Summary (ensure money movements, asset transfers, rebalances, etc. execute... 
    Asset
    Work at office
    Flexible hours

    Wealth Architects

    Mountain View, CA
    a month ago
  • $92k - $110k

     ...In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such...  ...planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, and executive... 
    Asset
    Full time
    Work at office

    ASPIRIANT LLC

    Mountain View, CA
    5 days ago
  • $170k - $210k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is...  ...methodology here.   Job Summary: The Wealth Advisor focuses on deepening... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Menlo Park, CA
    12 days ago
  •  ...leadership with hands-on operational management, ensuring the firm and its...  ..., 100% employee-owned wealth management firm. Our core values...  ...executive leadership to grow assets, revenue, and EBITDA, and deliver...  ...for the firm, overseeing audit, tax, treasury, compliance, and... 
    Asset
    Work at office

    Aspiriant

    Mountain View, CA
    5 days ago
  • $99k - $266k

     ...At PwC, our people in tax services focus on providing advice and guidance to clients...  ...leveraging team member’s unique strengths, and managing performance to deliver on client...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    Contract work
    H1b

    PwC

    Palo Alto, CA
    1 day ago
  • $116k - $175k

     ...An estimated $124 trillion of assets will be inherited by younger generations...  .... The largest transfer of wealth in human history. If you’re...  ...us as a Technical Accounting Manager supporting new products and...  ...Product, Legal, Controllership, Tax, Finance, Financial Reporting,... 
    Asset
    Full time
    Work at office
    Flexible hours
    Shift work
    3 days per week

    Robinhood

    Menlo Park, CA
    3 days ago
  • $190k - $275k

     ...States BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading,...  ...over Financial Reporting (ICFR) testing plan in coordination with management and external auditors Serve as the primary internal owner for... 
    Asset
    Full time
    Worldwide

    BitGo, Inc.

    Palo Alto, CA
    2 days ago
  • $102k - $120k

     ...An estimated $124 trillion of assets will be inherited by younger generations...  .... The largest transfer of wealth in human history. If you’re...  ...needed to grow, innovate, and manage cash. As the Senior Treasury...  ..., Engineering, Legal, and Tax to drive critical initiatives... 
    Asset
    Work at office
    Flexible hours
    Shift work
    3 days per week

    Robinhood

    Menlo Park, CA
    2 days ago
  •  ...Manager, Revenue Accounting Intapp's Revenue Accounting team is a core part of the finance organization at a fast-growing public technology...  ...more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from... 
    Asset
    Contract work
    Local area
    Worldwide
    Flexible hours

    INTEGRATION APPLIANCE, INC.

    Palo Alto, CA
    4 days ago
  • $165k - $220k

     ...Portfolio Senior Manager Mechanics Bank is currently searching for...  ...manages portfolio to ensure asset allocations meet investment objectives...  .... ~7 years related Wealth Management experience required...  ...comprehensive understanding of tax issues and trust and fiduciary... 
    Asset
    16 hours
    Work experience placement
    Work from home
    Flexible hours

    Mechanics Bank

    Palo Alto, CA
    2 days ago
  •  ...stock-based compensation, capitalized costs, fixed and intangible assets, impairment, debt and financing arrangements, revenue, and...  ...well supported and audit-ready. Partner with Legal, People, Tax, FP&A, and executive leadership so accounting implications are identified... 
    Asset
    Work at office

    Whop

    Palo Alto, CA
    1 day ago
  •  ...thinking meets practical problem-solving as we challenge the status quo and help transform the finance industry together.The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-... 
    Asset
    Full time
    Remote work

    The Charles Schwab Corporation

    Menlo Park, CA
    4 days ago
  • $129k - $152k

     ...finance for all. An estimated $124 trillion of assets will be inherited by younger generations...  ...two decades. The largest transfer of wealth in human history. If you’re ready to be...  ...financial shift, keep reading.Senior Product Manager, Capital Markets Join us in building the... 
    Asset
    Work at office
    Shift work
    3 days per week

    Robinhood

    Menlo Park, CA
    13 days ago
  • $88.4k - $132.6k

     ...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE Act is a...  ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance...  ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable... 
    Asset
    Full time
    Work at office

    Citigroup

    Mountain View, CA
    15 hours ago
  • $88.4k - $132.6k

     ...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE...  ..., Small Business Partners, Relationship Manager, etc.)Organize client events to enhance...  ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws... 
    Asset
    Full time
    Work at office

    Citigroup

    Mountain View, CA
    15 hours ago
  •  ...Description We are seeking an Accounting Manager, who is responsible for applying generally...  ...to, cash, prepaid expenses, other assets, fixed assets, accounts payable, payroll,...  ...Assist with quarterly and annual income tax requests. Assist with annual budget planning... 
    Asset
    Work at office
    Local area
    Immediate start
    Overseas

    The ICE Group

    Palo Alto, CA
    3 days ago
  •  ...a member of a client service team, the Wealth Management Senior Associate is responsible for helping...  ...-range financial projections, income tax projections and various evaluations. The...  ...benefits, insurance, investment vehicles, asset allocation, estate planning techniques,... 
    Asset
    Work at office

    ASPIRIANT LLC

    Mountain View, CA
    24 days ago
  • $314.2k

     ...medicine at scale, this is where you belong.The Senior Accounting Manager will oversee the accounting operations of a newly public...  ...a team of GL and AP accountants spanning general ledger, fixed assets, accounts payable, and payroll, setting clear expectations, building... 
    Asset
    Interim role
    Worldwide

    BillionToOne

    Menlo Park, CA
    4 days ago
  • $200k - $300k

     ...array of services including investment management, fiduciary, philanthropic, and family office...  ...today. Entrusted with private family assets, our teams employ a consulting approach...  ...be several generations removed from the wealth creators. Our corporate culture is one of... 
    Asset
    Work at office

    Whittier Trust

    Menlo Park, CA
    1 day ago
  •  ...for a proactive and motivated Accounting Manager to join our growing finance team. In this...  ...including prepaids, accrued expenses, fixed assets, and others.Review payroll entries from...  ...home office perksHealth FSAs & HSAs: Pre-tax accounts for out-of-pocket medical... 
    Asset
    Temporary work
    Remote work
    Home office

    ASSURED

    Palo Alto, CA
    15 hours ago
  • $150k - $210k

     ...prepare the work across AP, T&E, payroll and lease accounting, fixed assets, and the general ledger. It suits someone who wants range and...  ...and revaluation Accounts Payable and Credit cards Manage the AP cycle in Ramp — invoice intake, coding, approval routing,... 
    Asset
    Full time
    H1b
    Visa sponsorship
    Work visa

    DensityAI

    Mountain View, CA
    2 days ago
  • $120k - $141.5k

     ...ManagerWealthfront is seeking a Senior Payroll Manager to join our Finance & Accounting team and...  ...ESPP. Lead the payroll processing for tax mobility to ensure compliance with...  ...clients turn their savings into long-term wealth, including:A Cash Account that, through our... 
    Work at office

    Wealthfront

    Palo Alto, CA
    5 days ago
  • $136k - $218.5k

     ...lasting impact on the world. We are looking for an experienced Tax Manager to lead and coordinate all aspects of real and personal...  ...with IT, finance, and accounting teams to maintain accurate fixed asset and property records in SAP. Analyze tax assessments and develop... 
    Asset
    Full time

    NVIDIA

    Santa Clara, CA
    1 day ago
  • $144.7k - $199k

     ...Description: (GAQ427R221) Databricks is looking for a Revenue Accounting Manager to join our team. You will report to the Manager of Revenue...  ...subledger‑to‑GL reconciliations for deferred revenue, contract assets and unbilled accounts receivable. Ensure balances are accurate,... 
    Asset
    Contract work
    Worldwide
    Shift work

    Xapply

    Mountain View, CA
    15 hours ago
  •  ...supporting local policies that advance electrification, and demand management. SVCE is a joint-powers agency governed by a Board of...  ...accounting policies, procedures, and internal controls that safeguard assets, support compliance, and promote effective segregation of... 
    Asset
    Work at office
    Local area
    Remote work
    2 days per week

    Silicon Valley Clean Energy Open Positions

    Sunnyvale, CA
    a month ago

Do you want to receive more vacancies?

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