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

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt 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 OpportunityAs 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 standardsWhat 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 regulationsWhat 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 regulationsTravel RequirementsUp to 20%Job Posting End DateThe 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: 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.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: NY-New York; IN-Indianapolis; CA-Irvine; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; MO-Kansas City; OH-Columbus; TX-Dallas; NV-Las Vegas; CA-Los Angeles; MD-Baltimore; MA-Boston; CA-Sacramento; MO-St. Louis; UT-Salt Lake City; CA-San Diego; CA-San Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; NY-Melville; FL-Miami; CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia; AZ-Phoenix; CT-Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full time

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Baltimore, MD vacancy
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    3 hours ago
  • JPMorganChase in Baltimore is seeking a Private Banker to advise clients on wealth management and investment strategies. You will manage client relationships, generate new business, and offer holistic advice on asset allocation and wealth planning. The ideal candidate has over six... 
    Senior
    Asset

    JPMorganChase

    Baltimore, MD
    3 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...connections, and learning how to manage and inspire others....  ...increased efficiencies. As a Senior Associate you analyze complex...  ...information, handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    3 days ago
  •  ...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

    KPMG

    Baltimore, MD
    5 days ago
  • $77k - $214k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description...  ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Baltimore, MD
    3 days ago
  • $77k - $214k

     ...advisory needs such as audit, tax compliance, and planning to...  ...focus on key issues like wealth management, compliance, cash flow management...  ...now and in the future.As a Senior Associate, you'll work as part of a...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    3 days ago
  • $100k - $150k

     ...industry You will have the flexibility to manage your days in support of our...  ...our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives...  ...and accounting methods, digital assets, and other matters Assist with M&A tax... 
    Senior
    Asset
    Full time
    Work at office
    Local area

    EisnerAmper

    Owings Mills, MD
    3 days ago
  • $150k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description...  ...meet their tax obligations while managing the impact tax has on their business...  ...information, handling proprietary assets, or collaborating closely with team... 
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Baltimore, MD
    3 hours ago
  • $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... 
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    3 days ago
  •  ...Jobs in United States Senior Vice President, Venture...  ...Credit IR and Product Management (Direct Lending) AVP...  ...Residential ABS / RMBS Citi Wealth Lending – Business...  ...Vice President, Asset Managers & Insurance Lending...  ...Credit- Senior Associate/ Vice President #J-188... 
    Senior
    Asset

    Siemens

    Baltimore, MD
    2 days ago
  • $122k - $209k

     ...world. As a premier global asset management organization with more than...  ...thing for our clients and our associates is good business. With a career...  ...SummaryThe Advice Growth, Senior Manager is a critical member...  ....Conduct and interpret wealth management market and competitive... 
    Senior
    Asset
    Full time
    Local area
    Remote work
    Work from home
    1 day per week

    T. Rowe Price

    Owings Mills, MD
    4 days ago
  • $100k - $150k

     ...Wealth Advisor HB Wealth ("HB") is a national,...  ...independent, fee-only wealth management firm headquartered in...  ...over $32 billion in assets under management as of...  ..., consulting with Senior Associates and Associates on complex...  ..., cash flow, taxes, debt, charitable endeavors... 
    Asset
    Work at office
    Remote work

    HB Wealth

    Towson, MD
    1 day ago
  • $155k - $160k

     ...investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many...  ..., quantitative specialists, and senior leadership to guide risk‑aligned decision...  ...Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS... 
    Senior
    Asset
    Full time
    Local area
    Flexible hours

    Franklin Templeton

    Baltimore, MD
    3 days ago
  • $76k - $125.3k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team...  ...and client relationship matters to senior management and subject‑matter professionals... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    Baltimore, MD
    3 days ago
  • $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... 
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    3 days ago
  • $96.5k - $164k

     ...world. As a premier global asset management organization with more than...  ...thing for our clients and our associates is good business. With a career...  ...is seeking an experienced Senior Business Analyst to help...  ...Investment Management, Hedge Funds, Wealth Management, Capital Markets,... 
    Senior
    Asset
    Full time
    Local area
    Remote work
    3 days per week

    T. Rowe Price

    Baltimore, MD
    1 hour ago
  • $150k - $200k

     ...Advisory is an independent investment management and strategic advisory firm committed to...  ...equity owners of the firm.Job SummaryThe Senior Business Analyst - Private Client,...  ...recommendations, and action plans.Understanding of wealth and asset management business strategy and... 
    Senior
    Asset
    Full time
    Temporary work
    H1b
    Work at office
    Worldwide

    Brown Advisory

    Baltimore, MD
    5 days ago
  • $88k - $132k

    What You'll Be Doing The Senior Operations Analyst brings extensive...  ...the client facing Portfolio Management teams throughout a variety of...  ...than $24 billion of client assets and has offices in Baltimore,...  ...that preserve, build and manage wealth for 1919 Investment Counsel's... 
    Senior
    Asset
    Flexible hours

    Stifel

    Baltimore, MD
    2 days ago
  • $90k - $150k

     ...50,000+ in year one About the Senior Financial Advisor Role: Our client is an independent wealth management firm celebrating 20 years of fiduciary...  ...worth clients with investable assets ranging from $150K to $500K+,...  ...planning across investments, tax strategy, insurance... 
    Senior
    Asset

    Right Executive Search, LLC

    Lutherville Timonium, MD
    3 days ago
  • $122k - $209k

     ...world. As a premier global asset management organization with more than...  ...thing for our clients and our associates is good business. With a career...  ..., Mergers & Acquisitions, senior leaders across Global...  ...opportunities across asset management, wealth management, retirement... 
    Senior
    Asset
    Full time
    Work experience placement
    Local area
    Remote work
    1 day per week

    T. Rowe Price

    Baltimore, MD
    3 days ago
  • $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... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Baltimore, MD
    3 days ago
  • $80k - $95k

     ...Click here to learn more about our missions). STScI seeks a Senior Accountant to provide maintenance and reconciliation of all government and institutional assets within accounting and property management systems. Serves as a liaison directly with external auditors,... 
    Senior
    Asset
    Contract work
    Local area
    Relocation
    Relocation package

    Space Telescope Science Institute

    Baltimore, MD
    5 days ago
  • $70k - $90k

     ...alternative application process. SENIOR STAFF ACCOUNTANT Full Time Senior Management Bond Distributing Baltimore, MD, US...  ...management reports. Maintain fixed asset records and depreciation schedules...  .... Ensure compliance with payroll tax and wage regulations. Assist with... 
    Senior
    Asset
    Full time

    Bond Distributing Co

    Baltimore, MD
    4 days ago
  • $77k - $214k

     ...ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob...  ...(e.g. refer to specific PwC tax and audit guidance), the...  ...risk consultations. As a Senior Associate you are expected to analyze...  ..., handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    23 hours ago
  • $95k - $110k

     ...help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we...  ...confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect... 
    Senior
    Asset
    Full time
    Local area
    Remote work
    Work from home
    1 day per week

    T. Rowe Price

    Baltimore, MD
    23 hours ago
  •  ...Senior Analyst - Commercial Collections & Compliance Overview The Commercial Collections & Compliance Analyst supports the operational...  ...workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional... 
    Senior
    Asset
    Work at office

    Continental Realty Corporation

    Baltimore, MD
    1 day ago
  • $90k - $105k

     ...Senior Accountant Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance...  ...accounts receivable, firm investments, leases, fixed assets, prepaid expenses and amortization, manage... 
    Senior
    Asset
    Temporary work
    H1b
    Work at office
    Worldwide

    Brown Advisory

    Baltimore, MD
    4 days ago
  •  ...Business Group is expanding, and we’re seeking accomplished Senior Project Managers to help drive our program’s continued success. This is a compelling...  ..., applied research, transmission and distribution, asset management, program and construction management, funding strategy... 
    Senior
    Asset
    Contract work

    HDR

    Baltimore, MD
    23 hours ago
  • $144.21k - $344.2k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...as a firm.KPMG is currently seeking a Senior Manager to join our State and Local Tax (SALT)...  ...compliance services to partnerships for Asset Management clientsDeliver exceptional client... 
    Senior
    Asset
    Local area

    KPMG

    Baltimore, MD
    2 days ago
  • $100k - $160k

     ...an evolving world. As a premier global asset management organization with more than 85 years of...  ...the right thing for our clients and our associates is good business. With a career at the...  ...ways that matter to you. Role SummaryThe Senior Portfolio Analyst (PA) serves as a... 
    Senior
    Asset
    Full time
    Local area
    Remote work
    Work from home
    1 day per week

    T. Rowe Price

    Baltimore, MD
    2 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!