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
$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
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area$120k - $160k
...professional services. Services include Tax prep and Tax review for C-Corps,... ...and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work... ..., (CPA, advisory, finance, wealth planning accounting firm)-preferable...AssetFull timeWork at office$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$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- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing... ...re a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial...AssetFull timeWork at officeFlexible hours
$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$128k - $268k
...The Senior Director of Family Wealth Consulting (the Director) serves... ...-transition value building, tax, trust & estate planning, business growth, tax reduction, asset protection, and wealth transfer... ...acquisition of new Investment Management relationships for Key Private...AssetFull timeWork at officeLocal areaFlexible hours- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...wealth management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management principles...AssetFull timeWork experience placementWork at office
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$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$150k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...in financial services- Leading project management initiatives in banking and capital... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500...Asset
$141.15k - $288.38k
...Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving major players in partnership... ..., we have an exciting opportunity for you as a Tax Senior Manager on our growing team! Work You’ll Do As a Tax Senior Manager, you...Work at officeLocal area$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...AssetH1bLocal area$110.7k - $226.13k
Position Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize, redesign, build, and stand up effective stock administration functions, including operating models,...Local areaVisa sponsorship$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bRemote work$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...to solve our clients' needs. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
$155k - $410k
...services related to human resources, talent management, and organisational development. They... ...technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeTemporary workH1b$73.5k - $212.28k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...leveraging team member’s unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bLocal area- ...the firm’s compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight... ...with data analytics tools (i.e., python, tableau), digital assets and blockchain technology, artificial intelligence and technology...AssetWork experience placementWork at office
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...to pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...AssetLocal area
$76.6k - $157.2k
Position Summary Tax Campaign Marketer Lead Specialist If you’re a marketer, creative... ...and create relevant content and eminence assets, including POVs, articles, podcasts, and... ...plans and campaign actionsStrong project management and organizational skills; can manage...AssetWork at officeLocal area$99k - $266k
Industry/SectorFS X-SectorSpecialismGeneral Tax ConsultingManagement LevelManagerJob... ...Financial Markets & Real Estate - FP Tax Manager, you will engage with clients to optimize... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- Job Title Position Summary Limited immigration sponsorship may be available Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct...Visa sponsorship
$30 per hour
...client that is seeking a Marketing Project Manager in Salt Lake City, UT.Summary:We are... ...project management support for an established wealth management marketing function. This... ...stakeholders remain aligned, and marketing assets are maintained throughout the engagement....AssetTemporary work$77k - $214k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description & SummaryA career in our State... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetFull timeH1bLocal area- Summary:Work within the AWM (Asset & Wealth Management) Public Product Control team, which is responsible for oversight of equity, fixed income, alternatives and derivative valuation across mutual funds, separate accounts and hedge fundsResponsible for the price verification...Asset
$72k - $184.44k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Managed Services - Controllership & Accounting - Senior Associate, you... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeContract workH1b
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