Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
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 PwC
$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...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...AssetFull 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$77k - $214k
...The Opportunity As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules...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...AssetFull timeH1b$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them...AssetFull timeH1b$225k - $250k
...Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven... ...endowments, foundations, and sovereign wealth funds. We harness advanced technology,... ...an experienced and strategic Director of Tax to establish and lead the firm's tax function...AssetCasual workWork at officeWorldwideFlexible hours3 days per week$110k - $145k
...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... ...professionals who work in conjunction with our wealth advisors to provide tax compliance...AssetTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetH1bShift work$110k - $140k
...Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized... ...clients and managing over $20 billion in assets. We are looking for passionate... ...Partners. Role Overview Senior Tax Accountants are responsible for the...AssetWork experience placementWork at officeLocal areaFlexible hoursShift work$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$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...AssetFull timeH1b$197k - $285k
...and lending to investments, insurance, and wealth planning, the First Citizens Wealth team... ...clients and prospects in holistic wealth management planning. Serves as a primary... ...years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking...Asset$130k - $160k
Tax Manager | 1040 & HNW Tax | 10 Day In Office Hybrid Flexibility | CPA/EA | Boston, MA This Jobot Job is hosted by: Eric Kee Are you a... ...services firm dedicated to providing thoughtful tax, investment, and wealth-management support to our clients. We are seeking an...Work at officeLocal areaFlexible hours$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$144k - $175k
...Tax ManagerReporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to... ...allocations, tax basis balance sheets, and fixed and intangible asset depreciation and amortization.Review and interpret...AssetWork experience placementWork at office3 days per week$100k - $130k
...RWA Wealth Partners Job Opportunity RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to... ...managing over $20 billion in assets. We are looking for passionate... ...and fiduciary income tax returns, charitable returns,...AssetWork at officeLocal areaFlexible hoursShift work$90k - $120k
For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting... ...multiple generations. No sales quotas or asset-gathering pressure. Success is measured... ...planning using investments, retirement, tax, estate, insurance, and cash flow strategies...AssetTemporary work$200k - $250k
...The Role The Sales Director - US Wealth is a senior sales leadership role responsible... ...investment solution offerings to wealth managers, intermediaries, platforms, and strategic... ...within the wealth management, asset management, or investment consulting industry...AssetTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- Job Description Wealth Management | Boston, MS Administrative Assistant Job Summary & Responsibilities: Provides advanced administrative support to Executive within the Boston Region in a complex team environment Maintains complex and extremely detailed calendars, including...AssetWork at office
- ...services sector. Role Description The Wealth Management Advisor will provide comprehensive financial... ...of Investments and Finance, including asset allocation, risk management, and... ...Management Services, including estate, tax-aware, and liquidity planning. Excellent...AssetPermanent employmentFull timeContract workTemporary workWork from home
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory... ...advice at the intersection of Tax Planning, Financial Planning, and investment... ...overall balance sheet, including asset allocation, investment management,...AssetFull timeWork at officeLocal areaRemote workFlexible hours$65k - $106k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing... ...the two-year level. Collaborate with managers/principals to ensure effective communication... ...software systems (Pfx Fixed Assets, Pfx Engagement, CCH Access Tax, XCM...AssetInternshipLocal area$120k - $180k
...Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen... ...write the story of your success! The Role Managers in our Private Client Services (PCS) practice... ...to learn more about legislative changes, wealth transfer techniques, charitable giving...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$100k - $110k
Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor , you will develop a high-quality wealth management practice by... ...re a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services...AssetWork at officeFlexible hours$99k - $266k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelManagerJob Description & SummaryAt PwC, our people in tax services... ...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 & SummaryThe OpportunityAs a State... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$75k - $105k
About this position Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional... ...Ballentine Partners, focused specifically on clients with investable assets above $30 million. We provide objective investment and...AssetTemporary workWork at officeWorldwideVisa sponsorshipWork visaFlexible hours$170k - $220k
...Walter Shuffain is seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex... ...including fiduciary, estate, and gift tax returns), advising on wealth preservation and transfer strategies, reviewing trust and...
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