Banking & Capital Markets Tax Director
$150kPwC
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary The Opportunity As a Banking & Capital Markets Tax Director, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help businesses navigate complex tax regulations and optimize their tax positions. As a Director, you will set the strategic direction and lead business development efforts. You will make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. In this role within our Tax practice, you will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non-compliance. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success. You create a healthy working environment while maximizing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Responsibilities - Leading tax compliance efforts for banking and capital markets clients, confirming adherence to complex regulations - Developing strategic tax planning initiatives to optimize client tax positions and minimize risks of non-compliance - Overseeing the preparation and filing of tax returns, validating accuracy and compliance with current tax laws - Analyzing financial data to identify trends and opportunities for tax strategy improvements - Collaborating with executive-level clients to shape engagements and drive business growth - Mentoring and guiding teams in the execution of tax compliance and planning projects - Promoting innovation and creativity in developing new tax solutions and structures - Cultivating relationships across the PwC Network to leverage collective strengths and maximize client satisfaction - Identifying market gaps and converting opportunities into successful outcomes for the firm - Upholding professional and technical standards, including adherence to PwC's code of conduct and independence requirements What You Must Have
- At least a Bachelor's degree
- At least 8 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar
- Excelling in corporate tax planning and regulatory compliance consulting
- Demonstrating strategic mindset and systemic thinking in financial services
- Leading project management initiatives in banking and capital markets
- Innovating through creativity and rapid experimentation in tax solutions
- Mentoring teams in tax accounting and financial statement analysis
- Cultivating relationships through active listening and communication
- Analyzing financial trends to drive business growth and client satisfaction
- ...perfect for you. As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and... ...institutions and governments by providing strategic advice, capital raising and risk management expertise. Full timePosting Date:...SuggestedLocal areaFlexible hours
$103.1k - $188.9k
...most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will...SuggestedFull timeSummer holidayFlexible hours$76k - $125.3k
...most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ..., then come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team of professionals...SuggestedFull timeSummer holidayFlexible hours- ...lien waiver/compliance processes Coordinate the year‑end audit/review with the external CPA firm Support banking relationships, covenant compliance, and capital expenditure evaluation Partner with the CFO on budgeting, forecasting, and strategic initiatives Lead and...Suggested
$132.7k - $303.2k
...most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE...SuggestedWork experience placementSummer holidayFlexible hours$160k - $220k
...exceeding 600 members, we deliver comprehensive accounting, audit, and tax solutions alongside business advisory services encompassing risk... ...type ~ Full-time Job function Finance and Sales Industries: Accounting, Financial Services, and Banking #J-18808-LjbffrFull timeLocal areaRemote workHome office- ...in job posting. Summary of Position:The Marketing Data Enablement Manager is a member of the... ...retail, small business, and commercial banking-related enablement and will serve as the... ...unlock their full potential with capital and counsel. Headquartered in Memphis, TN...Full time
- ...following job description:Truist Audit Services Director is responsible for coordinating and... ...in the auditing profession and banking industry.QUALIFICATIONSRequired Qualifications... ...disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k...Full timePart timeShift workDay shift
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...seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and execution of Circle National Trust’s (“the Bank” or “First National Digital Currency Bank”) internal audit program to meet the Office of the Comptroller of the Currency (“OCC”)’s...Work at officeFlexible hours- ...international payments (ACH, wire transfers, limited checks, etc.) Coordinate with vendors regarding payment terms, currency, and banking requirements, as necessary Understand and apply multi-entity and multi-currency considerations when recording and processing...Remote workFlexible hours
$15 per hour
...transactions Prepare daily cash reconciliations and operational summaries for management review Adhere to time sensitive tasks such as banking deadlines and internal deadlines Assist with monthly close Work closely with sales and external partners to accurately...Full time$70k - $110k
...top-tier clients in the Venture Capital & Private Equity space.... ...Of Work You Will Do Reconcile banking transactions and prepare journal... ...documents for annual audit and tax process The salary range for the... ...is determined based on current market data and candidate experience...Work experience placementWork at office- ...plans with operational goals and market trends. Oversee daily cash positioning, banking relationships, and digital payment... ...liquidity and optimize working capital through proactive treasury operations... ...with regulatory requirements, tax filings, and internal controls. Monitor...Work at officeLocal areaFlexible hours
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...impact team partnering with senior leaders across insurance and banking organizations to improve enterprise performance, transparency,... ...and corporate planning initiatives, including stress testing and capital planning, long-range planning, annual budgeting, rolling...Work at officeLocal area$31.25 - $38 per hour
...financial operations of a growing investment capital firm. This position is responsible for... ...quarterly reconciliations of investment funds, bank accounts, brokerage accounts, and... ...payment documentation. Coordinate with legal, tax, audit, and consulting partners regarding...Hourly pay$130k - $145k
...key stakeholders, including the Board of Directors and related sub-Committees, Truist’s primary... ...function3. Broad understanding of banking industry and related authoritative guidance... ...disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k...Full timePart timeWork at officeShift workDay shift$185k - $200k
...knowledge, skills, and expertise within a large bank environment in the domains of... ...Audit Services Senior Leadership Team, audit directors and audit professionals7. Strong proficiency... ..., accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan...Full timePart timeWork at officeShift workDay shift- ...Engineering, Computer Science. Technical model experience with a large bank. General audit skills and past experience. Broad understanding of... ...life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates....Full timePart timeShift workDay shift
$200k - $250k
...financial integration. Lead treasury operations, including cash management, liquidity forecasting, working capital optimization, debt covenant compliance, banking relationships, and capital planning. Partner with FP&A to align budgeting, forecasting, long-range...Work at officeLocal area$160k - $200k
...Treasury Director $160000 - $200000 per year | Cary, NC | Hybrid | Permanent Overview A... ...management, custody and trust administration, banking relationships, collateral management,... ...and combines the stability of a well-capitalized financial institution with the speed and...Permanent employmentLocal area- ...for departments, leadership, the Board of Directors, and external stakeholders.Produce budget... ..., and providing data to external tax partners to ensure timely filing.Monitor... ...accounting activities as needed.Assist with banking activities, including reconciliation of bank...Work at officeLocal area
- ...controls to safeguard company assets. ~Monitor company cash flow and working capital requirements. ~Manage banking relationships and financing activities. ~Coordinate annual audits, tax filings, and financial reviews. ~Develop and lead the annual budgeting process...Work at office
- ...assisting in the management of cash, liquidity, debt compliance, capital structure, and financial risks. Reporting to the Treasury... ...scenario planning to support the long term financial strategy. Banking and Relationship Management Maintain relationships with banking...Temporary workWork at officeLocal area
- ..., reporting directly to the Director of Accounting. You will be responsible... ...Card Program including banking applications, policies, and processes... ...-currency transactions, and tax compliance requirements... ...training, key skills, and geographic market considerations. For roles...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
- ...Partner Marketing Manager Plaid's go-to-market Partnerships team drives growth by building and scaling relationships with strategic... ...integrations, these partners help extend Plaid's Credit, Lending, and Banking solutions to more businesses and consumers. Partner Marketing...Work experience placementLocal area
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$68.64k - $72k
...remote to candidates based in AZ, CA, CO, CT, ID, IL, MI, NV, OR, SD, TX, UT and/or WA. Responsibilities Cash Maintenance Prepare weekly bank reconciliations and cash position reports Record cash receipts in the general ledger Assist with journal entries and review of other...Bank staffWork at officeRemote work- ...financial models to support long-term forecasting, cash flow analysis, capital allocation, and investment tracking. Drive the execution of... ...activities, including cash positioning, liquidity forecasting, banking relationships, investment reporting, and coordination with...Immediate start
- ...Leadership Team, Board of Directors, and parent company to... ...accounting, treasury, tax, financial reporting,... ...profitability, optimize working capital, and support informed... ...practices.Oversee banking relationships,... ...experience within a middle-market or large privately held...
- ...Specialized Knowledge Requirements: Current or expected systems exposure includes: WennSoft, Great Plains, AvidXchange, Power BI, Adaptive, banking/treasury portals (including Wells Fargo and Chase), customer and vendor compliance portals, Microsoft Office, Teams, and shared...Contract workTemporary workWork at officeLocal area
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