Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, reviewing and analyzing financial data, 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. You will be instrumental in driving business growth, shaping client engagements, and mentoring the next generation of leaders.In this role, you will be a guardian of PwC's reputation, fostering a healthy working environment and maximizing client satisfaction. You will cultivate potential in others and actively collaborate across the PwC Network, leveraging collective strengths to convert market opportunities into successes for the firm. Your role will involve promoting technological advances and creating an environment where people and technology thrive together, all while adhering to professional and technical standards.Responsibilities- Leading strategic tax planning and compliance initiatives for asset and wealth management clients- Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements- Analyzing financial data to identify tax optimization opportunities and minimize compliance risks- Developing and implementing innovative tax strategies to support business growth and client satisfaction- Mentoring and guiding junior team members in tax compliance and strategic planning- Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights- Driving thought leadership by developing new ideas and solutions in the tax compliance space- Cultivating and maintaining executive-level client relationships to enhance service delivery- Promoting technological advancements to streamline tax processes and improve efficiency- Identifying market gaps and converting opportunities into successful outcomes for the firmWhat 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 opportunityWhat Sets You Apart- Leading strategic initiatives in asset and wealth management tax- Driving business growth through innovative tax solutions- Mentoring future leaders in tax compliance and planning- Cultivating executive-level client relationships and satisfaction- Promoting technological advances in tax services- Identifying market gaps and converting opportunities to success- Developing new ideas and solutions for complex tax challengesTravel RequirementsUp to 20%Job Posting End DateThe 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: 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; CT-Stamford; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; FL-Miami; MD-Baltimore; MA-Boston; CA-Sacramento; TN-Nashville; NJ-Florham Park; CA-San Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; CT-Hartford; TX-HoustonType: Full time
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...AssetFull timeH1b$77k - $214k
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...fulfilling career.Join us as a Relationship Manager IVBBH Capital Partners (“BBH CP”) is the... ...mm+), who primarily have generated their wealth from a previous or ongoing private... ...demonstrated by continuing to maintain their assets at BBH, referring their friends and family...AssetFull timeWork at officeLocal area- Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies for high... ...coordinate investment, tax, retirement, and estate solutions... ...investment strategies and asset allocation plans aligned...Asset
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...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is... ...professionals who work in conjunction with our wealth advisors to provide tax compliance...AssetTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$150k - $170k
...Story Founded in 2008, Hightower is a wealth management firm that provides investment,... ...addressing cash flow, investments, retirement, taxes, estate planning, insurance, and risk... ...financial assessments of income, expenses, assets, liabilities, tax considerations,...AssetPermanent employmentFull timeTemporary workWork at officeLocal area- ...sophisticated planning, investment management, research, wealth management, and family... .... We are seeking a Director of Finance to join our Corporate... ...with external auditors and tax advisors. Ensure... ...within wealth management, asset management, financial services...AssetWork at office
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...FI) Product & Advisory Solutions Finance team supports the FundsNetwork (FNW) platform, as well as FI’s Wealth Advisory Managed Solutions (WAMS) and the FI and Asset Management Marketing organizations as they deliver solutions and insights to our Institutional and Intermediary...AssetFull timeWork experience placement$100k - $150k
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Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $2 Tn in assets under management or supervision as of June 30, 2026. MSIM strives to provide outstanding long-term investment performance, service...AssetTemporary workWorldwide$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- ...Overview We are seeking an experienced Tax Director to lead and oversee all tax functions... ...services and a diversified set of alternative assets. The Tax Director will be a strategic... ..., corporations, LLCs and trusts. Manage partnership tax reporting, K-1 preparation...AssetPermanent employmentWork at officeLocal area
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...services to pass-through entities and partnerships for a variety of Asset Management clientsWork as part of a multi-disciplinary team helping to...AssetLocal area
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...Company Overview A leading global private investment firm with approximately $215 billion in assets under management is seeking a Tax Senior Associate to join its Tax Department in Boston. The role focuses on tax compliance and reporting for the Credit&Global Special...AssetLocal area$155k - $410k
...related to human resources, talent management, and organisational... ...(e.g. refer to specific PwC tax and audit guidance) the Firm'... ...of trust and innovation. As a Director, you will demonstrate thought... ...information, handling proprietary assets, or collaborating closely...AssetTemporary workH1b- ## Wealth Management AdvisorApplyremote type: Hybrid Flexlocations: Waltham MA, 225 Wyman St (TIAA)time type: Full timeposted on: Posted 12... ...re a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services...AssetWork at officeFlexible hours
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...BAIN CAPITAL OVERVIEW With approximately $215 billion of assets under management, Bain Capital is one of the world's leading private investment... ...together to achieve exceptional outcomes. POSITION OVERVIEW The Tax Associate/Senior Associate, Compliance, will join the Bain...AssetLocal area$15k
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