Senior Tax Leader, Asset & Wealth Management
PwC
PwC in Washington, DC is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize positions while ensuring compliance. You will lead teams, apply systems thinking, and deliver clear client communications, building trusted relationships and contributing to the firm’s success. The role offers a competitive salary and broad benefits. #J-18808-Ljbffr
- ...Asset And Wealth Management Tax Senior ManagerThe Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance...SeniorAssetTax
$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...SeniorAssetTaxFull timeH1b- ...Job Category : Wealth Management Requisition Number : SENIO010657... ...maintaining client relationships. The Senior Financial Consultant position... ...retirement planning, tax planning, education planning,... ...that identifies revenue and asset under management growth goals...SeniorAssetTaxFull timeBank staffWork at officeLocal area
$153.7k - $270.1k
...preserve, protect, and transfer wealth across generations. We are... ...families with complex estate, trust, tax, and wealth transfer planning... ...collaborative team of wealth management specialists. What You'll Do... ...transfer, business succession, and asset protection strategies. Review...SeniorAssetTaxWork experience placementWork at office$250k
...Wealth Advisor, CFP ESG Bellevue, WA Firm Overview Fully Independent ESG focused... ...Wealth Advisor, CFP who is passionate about managing client relationships to provide comprehensive financial planning and asset management in collaboration with the Founding...AssetFull time$112k - $216k
...Client Growth team, the Market Development Senior Manager will have responsibility for developing... ...’s financial services industry team and asset management and investment funds practice... ...ProgramVision InsurancePre-tax Commuting Benefits401(k) Retirement Plan...SeniorAssetTaxFull timeTemporary workWork at officeLocal areaRemote workShift work$111.6k - $136.4k
...Job Description Wealth Trust Services administers... ...and is seeking a Senior Trust Officer to manage trust and investment... ...administrative legal tax operational and service... ...Associates specialty asset teams tax and legal professionals... ...employees senior leaders attorneys advisors...SeniorAssetTaxFull timeTemporary workLocal area$130k - $170k
...privately owned investment management firm headquartered in... ...than $46 billion in assets under management and a... ...motivated and detail-oriented Senior Trust Officer to join... ...related to trust or wealth management topics to clients... ...the company’s EAPPre-tax transportation...SeniorAssetTaxFull timeTemporary workWork at office$133k - $296.4k
...to the company’s success. As a Wealth Strategist Sr within PNC's... ...with their recruiter and hiring manager to understand workplace expectations... ..., consults on and implements tax, estate and financial plans... ...associates.Retains and grows assets under management by working with...SeniorAssetTaxFull timeTemporary workPart timeWork experience placementWork at office$165.82k - $290.18k
...Description JOB SUMMARY: The Market Leader’s role is to serve as the relationship manager for a diverse network of clients... ...and will serve as the face of Wealth Management within that market. This... ...our employees as our greatest asset, and we strive to provide professional...AssetContract workLocal areaNight shift$133k - $296.4k
## Wealth Strategist SeniorApplylocations: DC - Washington (20006):... ...with their recruiter and hiring manager to understand workplace... ...Develops, consults on and implements tax, estate and financial plans... ...associates.* Retains and grows assets under management by working with...SeniorAssetTaxFull timeTemporary workPart timeWork experience placementWork at office- ...CLA is seeking an experienced International Tax Services Principal to join our National Tax Office and ITS practice. This leadership... ...to be based in any CLA office location nationwide. You will manage client relationships, oversee engagement metrics, and help optimize...SeniorTaxWork at office
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...AssetTaxFull timeTemporary workPart time- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ..., spanning strategic and tactical asset allocation as well as portfolio risk...AssetTax
- ...unnecessarily complicated. You can turn tax returns, estate documents,... ...an independent, owner-led wealth management firm serving more than 100... .... Our target is for each senior advisor to serve no more than... ...retirement planning, investments, asset allocation, insurance, estate...AssetTaxFull timeRemote work1 day per week
$132.7k - $303.2k
...build a better working world. EY is a leader in serving the global financial... ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...of professionals providing dedicated tax technical services to both US and global...SeniorAssetTaxWork experience placementSummer holidayFlexible hours$138k - $172.5k
...Private Wealth Services Tax ManagerAs the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income... ...other advisers, such as attorneys and financial asset managersManaging multiple client service teams on...AssetTax$127.9k - $291.9k
...world. The opportunity EY is a leader in serving the global... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...providing dedicated tax technical services to both... ...assign tasks to staff and seniors. Review and evaluate the work...SeniorAssetTaxPrivate practiceSummer holidayLocal areaFlexible hours- ...Trinzic seeks a Senior Manager, U.S. Tax Compliance to lead the company’s U.S. direct and indirect tax functions. This role ensures timely, accurate federal, state, and local tax filings and supports tax planning with cross-functional teams. The ideal candidate manages...SeniorTaxLocal area
- ...Senior Vice President or Partner, Lobbying About the Company Reputable government relations... ...individuals with expertise in global trade, federal tax, defense, energy, transportation, FDA/health, cryptocurrency/digital assets, and AI/technology/cybersecurity. Applicants...SeniorAssetTax
$150k
...Asset & Wealth Management Tax DirectorThe Opportunity: As an Asset & Wealth Management Tax Director, you will provide strategic tax planning and... ...client engagements, and mentoring the next generation of leaders. In this role, you will be a guardian of PwC's reputation,...AssetTaxH1b- Trinzic is seeking a Senior Manager, U.S. Tax Compliance to lead the U.S. direct and indirect tax functions, ensuring accurate filings, payments, and reporting. You will drive cross-functional collaboration with Accounting, FP&A, Treasury, and Legal to strengthen controls...SeniorTaxFlexible hours
- ...specializes in delivering customized wealth management and investment advisory... ...alongside Advisors and Senior Advisors, this individual will... ...management, estate planning, tax strategy, risk management, charitable... ...research on markets, asset classes, and securities. Evaluate...AssetTaxFor contractorsWork at office
- ...legal support. The role requires guiding trust and estate compliance, reviewing documents, and coordinating with clients, attorneys and tax advisors. You will work with fiduciary teams across Maryland, DC and Virginia to ensure prudent, loyal and careful administration of...SeniorTax
- ...region. The role involves reviewing trust documents, assessing fiduciary risk, and advising committees while maintaining highest standards of prudence, loyalty, and care. Knowledge of fiduciary income tax and tax planning is essential. #J-18808-Ljbffr B. F. Saul CompanySeniorTax
- ...Fiduciary Officer, you will review trust documents, supervise complex trusts (Irrevocable, Life Insurance, Special Need, SLATs, GST Exempt), work with attorneys and tax advisors, and guide compliance across Maryland, DC, and Virginia. #J-18808-Ljbffr B.F. Saul CompanySeniorTax
$115k - $145k
...Compensation: $115,000 - $145,000 / year Description The Senior Portfolio and Asset Management Specialist will provide senior-level portfolio analysis,... ...process, the government will perform a criminal, credit, tax, employment, and drug history background check. The...SeniorAssetTaxTemporary workLocal area- ...developing and executing sourcing strategies, managing supplier relationships, and leading... ...engineering, development, construction, finance, tax, and legal stakeholders to support... ...utilities, manufacturing, energy, or other asset-intensive industries. We also welcome...SeniorAssetTaxContract work
$171.6k - $338.3k
...extracting guidance from our leaders and sponsors and helping ensure... ...across enterprise (Consulting, Tax, A&A, Global)Enable Enterprise... ...technology and vendor team to manage large and prioritized use case... ...& succeed) Qualifications Senior Manager10+ years of professional...SeniorTaxLocal area- ...and value.ProSidian is a management and operations... ...ProSidian assists client leaders in maximizing company return... ...provides leadership and Senior Managers with an... ...Group Health Benefits, Pre-tax Employee Benefits, and... ...Clearance is a valued asset in your professional portfolio...AssetTaxFull timeTemporary workFor contractorsWork at officeFlexible hours
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