Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' adherence to tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while 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. 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. In this role, you will develop new ideas, solutions, and structures, driving thought leadership and promoting technological advances. You will create an environment where people and technology thrive together, identifying gaps in the market and converting opportunities to success for the firm. Responsibilities Leading strategic tax planning and compliance initiatives for asset and wealth management clients Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks Developing and implementing innovative tax strategies to support business growth and client satisfaction Mentoring and guiding team members in delivering exceptional tax services and fostering professional development Collaborating with executive-level clients to understand their needs and provide tailored tax solutions Driving thought leadership by developing new ideas and solutions within the tax compliance domain Promoting technological advancements to enhance tax processes and improve efficiency Identifying market gaps and converting them into successful opportunities for the firm Upholding professional and technical standards, including adherence to the firm'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 or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Demonstrating strategic leadership in asset and wealth management tax Cultivating executive-level client relations and driving business growth Translating vision into actionable strategies and inspiring teams Promoting technological advances for enhanced client satisfaction Developing innovative tax solutions and structures Mentoring future leaders in tax compliance and consulting Identifying market gaps and converting opportunities into success The salary range for this position is: $150,000 - $438,000. 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: As PwC is anequal 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: Learn more about how we work: For 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. #J-18808-Ljbffr PwC
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b- PwC is seeking an Asset & Wealth Management Tax Director to guide clients through tax planning, compliance, and strategy, aligning with regulatory standards while optimizing positions. You will lead strategic tax initiatives, oversee returns, mentor teams, and drive business...Asset
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...industry such as tax credits and fixed asset depreciation; and,Possessing a...AssetFull timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...meet their tax obligations while managing the impact tax has on their... ...conduct.The OpportunityAs part of the Asset and Wealth Management team you are...AssetFull timeH1bLocal areaOverseas$124k - $335k
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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...AssetFull timeH1b- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client engagements...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- US TAX MANAGER - WAM - CAYMAN ISLANDS - 0% TAX - HR253 About this opportunity Our client’s financial... ...and specialized tax support for the asset management industry, covering all... ...within the practice. As a Manager in the wealth & asset management tax practice, your key...AssetLocal area
- ...provides non-attest offerings, including tax and advisory services. In 2025, Grant... ...page. Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ...advisers, such as attorneys and financial asset managers Managing multiple client...AssetWork at officeFlexible hours2 days per week
- Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income... ...with client's other advisers, such as attorneys and financial asset managers. Managing multiple client service teams on client...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b- A leading financial recruitment firm is seeking a Tax Manager based in Houston, Texas, focusing on wealth and asset management. The ideal candidate should have at least 5 years of relevant tax experience, a CPA certification, and strong expertise in federal, state, and...AssetLocal area
$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$150k
...Capital MarketsSpecialismIndustry Tax PracticeManagement... ...Banking & Capital Markets Tax Director, you will focus on providing... ...financial services- Leading project management initiatives in banking and... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b- Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core part of the client experience... ...clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond...AssetPart time
- Northern Trust Corp. is seeking a seasoned relationship manager to support wealth management and asset servicing for high-net-worth clients in the Houston area. You will coordinate with clients and advisors, manage a book of accounts, and deliver holistic advice across...Asset
- ...sponsorship for this position.The RoleAs a Wealth Planner, your expertise drives... ...wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop... ...investment management, retirement, tax, and protection planningThe...AssetFull time
- Corient Services LLC in Houston, TX, seeks a seasoned wealth planning professional to serve as a subject matter expert... ...and recommendations for families with $10M+ investable assets, focusing on retirement, tax, estate planning, trust optimization, and wealth transfer...Asset
- The Anderson Search Group seeks a Portfolio Manager in Houston, TX (or Mobile, AL) to join its regional Wealth Management division. You will manage customized portfolios... .../Economics/Business, and strong knowledge of asset allocation, markets, and #J-18808-Ljbffr The Anderson...Asset
- Texas Regional Bank seeks a Client Advisor to join the Trust & Wealth Management team. You will act as a financial planner and holistic... ...holistic planning process, analyzing data, and contributing to asset allocation decisions. CFP designation is encouraged; CPA preferred...Asset
$300 per month
...client is a well-established, family-founded wealth management firm that has been serving clients for over 30 years. With $200M in assets under management, the firm is focused on... ...financial planning, investment management, and tax-aware strategies. Act as a trusted resource...AssetFull timeWork at officeWork from home- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking...Asset
- ...families. You will act as a trusted advisor, coordinating across Wealth Management and specialists to deliver tailored financial solutions and... ...role focuses on growing deposits, credit origination, and assets under management while ensuring strict credit analysis and adherence...Asset
- U.S. Capital Wealth in Houston is seeking an Investment Associate to help grow client relationships and support investment research across asset classes. You will assist in managing client portfolios, prepare market commentary and presentations, and collaborate with senior...Asset
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- ...combined power of our distinctive investment management capabilities, we provide a wide range of... ...purchase planJob DescriptionThe Fund Tax team is responsible for overseeing tax compliance... ...qualification testing, including income, asset diversification, and distribution...AssetFull timeWork at officeFlexible hours
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$148.79k - $230.21k
...section of the system.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client... ...of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and...AssetFull timeFlexible hours- ...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
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