Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
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 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 activitiesWhat 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 opportunityWhat 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 collaborationTravel RequirementsUp to 20%Job Posting End DateThe 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: 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; IL-Chicago; TX-Dallas; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; US-Hybrid; UT-Salt Lake City; NJ-Florham Park; TX-San Antonio; CA-San Diego; TX-Fort Worth; CA-San Francisco; PA-Philadelphia; 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...AssetFull timeH1b$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$153.43k - $332.7k
...a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...a firm.KPMG is currently seeking a Senior Manager to join our Business Tax Services practice... ...a public accounting firm, corporation or asset management firm supporting alternative investmentsBachelor...AssetLocal area$107.16k - $226.32k
...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities:Provide...AssetLocal area$132.7k - $303.2k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands...AssetWork experience placementSummer holidayFlexible hours$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$220k - $300k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...communication with clients to manage expectations, ensure excellent... ...about legislative changes, wealth transfer techniques, charitable... ...for practice development and asset management.Prepare project billing...AssetFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior ManagerJob... ...an International Tax Services - Senior Manager, you will provide strategic advice and... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bShift work$99k - $266k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob... ...OpportunityAs an International Tax Services Manager, you will play a pivotal role in advising... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bShift work$99k - $266k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob... ...Services - Research & Development Tax - Manager, you will provide tax advice and solutions... ..., including accounting methods, fixed-assets, and research and development tax credits...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area$124k - $335k
...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$95.4k - $180.4k
...Private Company team is looking for a dynamic Tax Manager to join our expanding Business Tax... ...business owners protect and grow their biggest asset, the business. We collaborate with our... ..., including succession planning, wealth transfer planning, and tax complianceManage...AssetFull timeWork experience placementInternshipPrivate practiceLocal area$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit....Work at officeLocal area$56k - $110k
...Luminate Wealth Management & Insurance Services, Northwestern Mutual Orange County Our firm is one... ...proud to manage over $1.5 billion in client assets and work with some of southern... ...Preference for: working knowledge of the U.S. tax system and how it applies to different types...AssetWork experience placement$150k - $230k
...further.OverviewAs a Sr. Private Client Manager, you will be part of a growing and... ...gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and... ....Assesses client's source of wealth, growth of business, lending needs and...AssetFull time$100k - $150k
Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships...$85k - $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... ...criteria methodology here.Job Summary:The Wealth Advisor focuses on deepening...AssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$83.92k - $125.88k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth... ...'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations...AssetFull timeWork at office$175k - $210k
...The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen... ...the story of your success!The RoleSenior Managers in our Private Client Services (PCS)... ...to learn more about legislative changes, wealth transfer techniques, charitable giving...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$110k - $207.5k
...investment servicing, investment management, and trading. With $57 trillion in assets under custody and administration and... ...and Sales will report into the Wealth Services Chief Revenue Officer (CRO... ...plans); and, eligibility for certain tax advantaged savings plans.For a...AssetFull timeTemporary workFlexible hours$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... ...tax services and solutions within the asset and wealth management sectorWhat You...AssetFull timeH1bLocal area$170k - $267.5k
...investment servicing, investment management, and trading. With $57 trillion in assets under custody and administration and... ...Revenue Officer (CRO) for Global Wealth Custody & Clearing in driving and... ...plans); and, eligibility for certain tax advantaged savings plans.For a...AssetFull timeTemporary workFlexible hours$189.05k
...and help to build a better working world. Tax Process Advisor, FSO Tax - Tax Technology & Transformation (Manager) (Multiple Positions) (1742256), Ernst &... ...in the Insurance, Banking Capital Markets and Wealth and Asset Management industries. Identify ways to automate...AssetFull timeWork experience placementSummer holidayImmediate startMonday to Friday$130k - $180k
...Job Description Job Description Tax Manager / Senior Manager – Middle Market Tax Irvine, CA | San Diego, CA | Las Vegas, NV | Seattle... ...01(k) retirement plan ~ Additional long-term retirement and wealth-building programs ~ Generous PTO and paid holidays ~...Local areaImmediate startRemote work2 days per week- ...Coordinate with external accountants, auditors, tax professionals, banking partners, and other... ...a project, we built it as a path to real wealth for homeowners. By connecting renovation... ...real control over their biggest asset. At Revive, ownership is real and impact...Asset
$110k - $200k
...J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire...AssetFull time$85k - $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... ...methodology here. Job Summary: The Wealth Advisor focuses on deepening...AssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...is seeking our next Advisor to join a purpose-driven wealth management team. You will manage day-to-day client service... ...conversations, review portfolios, perform cash needs analyses, asset allocation, and coordinate with tax and estate planning teams. #J-18808-Ljbffr...Asset
- ...Senior Tax Manager (Partner Track) Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, together with its affiliated... ..., LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively, “Talley”)—is a full-...For contractors
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