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$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...AssetFull timeH1b$138k - $172.5k
Job-ID: 116166Category: Specialty Tax - Personal Financial ServicesLocation: Boston... ...timePosted: 2026-10-16As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ..., such as attorneys and financial asset managers Managing multiple client service...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$77k - $214k
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...CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across key areas of the Private Wealth Management portfolio, including trust companies, registered... ...), or relevant securities licenses is an asset.You're able to travel. This role requires...AssetFull timeRemote workShift work2 days per week$77k - $214k
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Acadian Asset Management is a global, systematic investment manager at the forefront of data-... ...endowments, foundations, and sovereign wealth funds. We harness advanced technology,... ...seeking an experienced and strategic Director of Tax to establish and lead the firm's tax function...AssetCasual workWork at officeWorldwideFlexible hours3 days per week$80k - $140k
State Street Investment Management is seeking a highly motivated National... ...Accounts team within the US Wealth sales organization. In this role... ...that leverage third-party asset management platforms (TAMPs).Due... ...and, eligibility for certain tax advantaged savings plans.For a...AssetFull timeTemporary workWork at officeHome officeFlexible hours$170k - $230k
...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$100k - $135k
...is a top-ranked accounting, tax, and advisory firm with offices... ...members are our greatest asset, and we invest in their growth... ...for you!We are seeking a Tax Manager or Director to join our growing Private Client... ...to income, estate, gift, and wealth transfer taxes.Serve as a...AssetFull timePrivate practiceLocal area3 days per week$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$80k - $140k
...National Accounts Associate Account Manager, AVP State Street... ...National Accounts team within the US Wealth sales organization. In this... ...Dealers that leverage third-party asset management platforms (TAMPs).... ...and, eligibility for certain tax advantaged savings plans....AssetTemporary workWork at officeHome officeFlexible hours$130k - $150k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across... ...our team members are our greatest asset, and we invest in their growth and success... ...Hybrid - Woburn or Boston, MAThe Tax Director will lead and manage multiple tax engagements to deliver...AssetFull timeWork at officeLocal area$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- ...Corporation in Boston seeks a Vice President, Wealth Operations & Supervision to lead the end-... ...across client service, trading, asset servicing, onboarding, risk and compliance... ...scalable controls, and clear escalation to senior management. #J-18808-Ljbffr Jobleads-USAsset
$150k
...LevelDirectorJob Description & SummaryThe OpportunityAs a Tax Innovation - Tax Data Transformation - Director, you will specialize in delivering comprehensive... ...or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetFull timeH1b- 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
$50 per hour
...With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group...Full timeWork at officeLocal area3 days per week- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for... ...service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...Asset
$185k - $225k
...Description About Grimes S&C Tax Advisors, LLC For nearly five decades, Grimes... .... Now part of Grimes & Company Wealth Management, S&C combines the personalized service... ...Advisors is seeking an accomplished Tax Director to serve as a senior leader within our...Summer workWork at officeLocal areaFlexible hours$150k
...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 Director, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b$197k - $285k
...and lending to investments, insurance, and wealth planning, the First Citizens Wealth team... ...clients and prospects in holistic wealth management planning. Serves as a primary... ...years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking...Asset$99k - $252.45k
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- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing... ...re a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial...AssetFull timeWork at officeFlexible hours
$99k - $266k
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Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a State... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$126.1k - $253k
...Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and... ...-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and...AssetFull timeWork experience placementInternshipLocal area$80k - $140k
...sales professional to join our US Wealth team as an RIA, Associate... ...expert on State Street Investment Management solutions, including ETFs,... ...from competitors.Drive net new assets (NNA) and net new revenue (NNR... ...and, eligibility for certain tax advantaged savings plans.For a...AssetFull timeTemporary workWork at officeFlexible hours$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...are seeking an experienced Tax Manager to join our Professional Services... ...Collaborate with partners and directors on client deliverables and...AssetFull timeWork at officeLocal area3 days per week
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