Asset & Wealth Management - Tax Senior Manager
$124k - $335kPwC (US)
Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.Deal effectively with ambiguous and unstructured problems and situations.Initiate open and candid coaching conversations at all levels.Move easily between big picture thinking and managing relevant detail.Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.Contribute technical knowledge in area of specialism.Contribute to an environment where people and technology thrive together to accomplish more than they could apart.Navigate the complexities of cross-border and/or diverse teams and engagements.Initiate and lead open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.Responsibilities:Lead and manage large-scale projects to achieve successful outcomes.Innovate and streamline processes to enhance efficiency and effectiveness.Maintain exceptional standards of operational excellence in every activity.Interact with clients at a senior level to drive project success.Build trust with multi-level teams and stakeholders through open communication.Motivate and coach teams to solve complex problems.Serve as a strategic advisor, leveraging specialized knowledge and industry trends.Provide strategic input into the firm's business strategies.What You Must Have:Bachelor's Degree in Accounting.5 years of experience.CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.What Sets You Apart:In-depth knowledge of compliance for financial partnerships.Knowledge of structuring funds to limit tax liability.Experience identifying and addressing client needs.Building and utilizing networks of client relationships.Managing resource requirements and project workflow.Creating an atmosphere of trust in teams.Developing new relationships and selling new services.Innovating through new and existing technologies.Utilizing digitization tools to enhance engagements.Travel Requirements: Up to 20%The salary range for this position is: $124,000 - $335,000. 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.
$124k - $335k
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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$77k - $214k
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...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...SeniorAssetWork experience placementSummer holidayFlexible hours$153.43k - $332.7k
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...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management...SeniorAssetRemote work$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice... ...owners protect and grow their biggest asset, the business. We collaborate with our... ..., including succession planning, wealth transfer planning, and tax complianceManage...SeniorAssetFull timeWork experience placementInternshipPrivate practiceLocal area$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ...now and in the future. As a Senior Manager, You'll Work As Part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetH1b$105.1k - $192.6k
...Tax Manager - Financial Services Organization - State & Local Tax, Income TaxLocation: New York Other locations: Anywhere in Region... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...AssetWork experience placementSummer holidayLocal areaFlexible 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... ...services and solutions within the asset and wealth management sectorWhat...SeniorAssetFull timeH1bLocal area$235k - $300k
...entirely to contested private wealth matters. Their practice covers... ...and families with significant assets and legacies at stake. The Opportunity... ...Our client is seeking a Senior Attorney to lead complex... ...and trial preparation. You will manage case teams by delegating work,...SeniorAssetFull timeWork at officeLocal areaFlexible hours$175k - $210k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...your success!The RoleSenior Managers in our Private Client Services... ...Principals, Trusts and Estates.Senior Managers can expect to:Engage... ...more about legislative changes, wealth transfer techniques,...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$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$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...Senior- ...Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who...SeniorAssetImmediate start
- Crowe is seeking a Senior Tax Manager for the IronSpire Group in the United States. You will advise ultra-high-net-worth individuals, families, and family offices on sophisticated tax, wealth transfer, and planning matters, while leading complex engagements and building...Senior
- Wealth Operations Senior Manager BMO Financial Group Newport Beach, CA Provides support and service for the Investment Operations function of BMO... ...decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies...SeniorAssetContract workPart timeLocal areaShift work
$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$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...Services - Research & Development Tax - Senior Manager, you will focus on providing tax advice... ...taxation, including accounting methods, fixed-assets, and research and development tax...SeniorAssetFull timeH1b$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 members...SeniorAssetFull timeH1bRemote work$189.2k - $372.9k
Position Summary Deloitte is seeking a Senior Manager to support client engagements within Investment Wealth Management. This role will lead teams delivering solutions... ..., and strategic initiatives across wealth and asset management environments. The Senior Manager will...SeniorAssetLocal areaVisa sponsorship$124k - $335k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects... ...customer information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- ...Senior Tax Manager (Partner Track) Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, and its affiliated entities... ..., LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service...SeniorFor contractors
$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team... ...and client relationship matters to senior management and subject‑matter professionals...SeniorAssetSummer holidayFlexible hours$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area$165k - $220k
...Portfolio Senior Manager Mechanics Bank is currently searching for a... ...manages portfolio to ensure asset allocations meet investment objectives... .... ~7 years related Wealth Management experience required... ...comprehensive understanding of tax issues and trust and...SeniorAsset16 hoursWork experience placementWork from homeFlexible hours- Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in... ...with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align with career goals. Responsibilities...SeniorAsset
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