Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm. Responsibilities Leading tax compliance workstreams and managing client expectations effectively Guiding teams in the preparation and filing of tax returns to meet regulatory requirements Utilizing analytical thinking to review and analyze financial data for tax compliance Developing and implementing strategies to optimize clients' tax positions while minimizing risks Building and maintaining relationships with clients to provide strategic tax planning advice Overseeing the drafting and submission of regulatory tax documents Promoting the use of innovative digital tools and practices in tax compliance processes Monitoring and analyzing financial trends to identify opportunities for tax savings Coaching and mentoring team members to enhance their skills and performance Validating adherence to professional and technical standards in all tax-related activities What You Must Have At least a Bachelor's degree At least 4 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 Excelling in analytical thinking and strategic questioning Demonstrating proficiency in tax compliance and tax preparation Utilizing AI fluency and digital tooling for innovative solutions Managing complex projects with a focus on regulatory compliance Mentoring and developing team members to enhance performance Building strong client relationships through effective communication Embracing change and fostering a culture of inclusion and collaboration The salary range for this position is: $99,000 - $266,000. 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
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area- ...7296 Location: San Antonio -SANAN Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application... ...to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The...AssetWork experience placementWork at officeLocal area
$110k - $150k
...Pay: $110,000.00 - $150,000.00 per year Why This Is a Great Opportunity Step into a visible Tax Manager role where you can make a meaningful impact across tax planning, compliance, client advisory, and team development. Work directly with business owners and individual...SuggestedFull timeWork at officeRemote workMonday to Friday2 days per week$125k
...Job Description Job Description Tax Senior – Wealth Management & Public Accounting Location: San Antonio, TX Compensation: Up to $125,000 + Annual Bonus (15–20%) Are you a tax professional looking for more than just another busy season? Our client...SuggestedWork at office$60k - $79k
...job poster from Brewer Morris Recruiter - Tax, Audit and Outsourced Accounting at... ...to put this individual on a path toward management. Benefits Include: Compensation: $60,000... ....00 54 minutes ago Tax Senior Associate, Asset Management (Remote Option) We’re unlocking...AssetFull timeRemote workWork from home- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...to pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...AssetLocal area
- ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches...Asset
- ...Job Description Job Description Payroll Tax Manager CDS in Texas • San Antonio, TX (On-site) • Full-Time • Exempt CDS in Texas is the largest Financial Management Services Agency (FMSA) in the State of Texas, serving more than 9,400 clients since 2001. Our mission...Full time
$72k - $184.44k
...The Opportunity As a Managed Services - Controllership & Accounting - Senior Associate, you will play a pivotal role in delivering... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetContract workH1b- ...investor relations related to the firm's external alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various funds, driving strategic initiatives to enhance the firm's positioning and...Asset
- ...A fast-growing ETF issuer with several billion dollars in assets under management. Industry Financial Services Type Privately Held... ...experience, with a direct background in ETFs, asset management, wealth management, brokerage, or fintech investment platforms. The...Asset
$125k
...Our client is a growing, fee only wealth management firm seeking an experienced Financial Planner... ...financial planning, investment management, and tax expertise together to help clients make... ...tied directly to the amount of client assets managed. Advisors earn an additional...AssetFull timeWork at office- ...to help deliver excellence in all you do? If so, the Accounting Manager with Frost could be for you. At Frost, it’s about more than a... ...manage accounting operations related to general ledger, fixed assets, and accounts payable. Ensure all system processes and integrations...Asset
$135k - $140k
...A large, established investment management organization is seeking a Senior FP&A Manager to build and own the financial planning infrastructure... ...in real estate investment management, private equity, or asset management - Familiarity with management fee, promote, incentive...Asset- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally... ...Hedge Funds Financial Services Asset Management Consulting & Professional Services Professional Services Wealth Management Fund Families Investment Services...Asset
- ...Senior Director & Head of Tax About the Company Innovative real estate crowdfunding platform Industry Investment Management Type Privately Held Founded 2010 Employees 201-500 Categories Investment Management Technology Internet...Remote workFlexible hours
- ...Head of Tax About the Company A rapidly growing, PE-backed professional services platform seeking to scale its tax function... ...profitability, as well as overseeing tax service delivery, practice management, talent development, and client engagement. The successful...Work at office
- ...Technology Information Technology & Services B2C B2B Specialties amazon fba seller amazon investor brand management mergers and acquistions e-commerce acquistions shopify dtc internet retailing aggregator acquisitions and...Part time
- ...Merchandise Assistant Manager Your Role at Dollar Tree: As a Merchandise Assistant... ...as needed Protect and secure company assets, including store cash Adhere to all policies... ...of rewards to support your health, wealth, and mental well-being. In addition to medical...AssetFull timeContract work
- ...SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop... ...based on financial position, resources, assets available to invest, and financial goals... ...certifications. Relationship management experience. Experience partnering with...AssetLocal area
- ...ManagerWe're seeking an Assistant Store Manager to join our team to help with store operations... ...standardsProtect and secure all company assets, including store cashAdhere to policies... ...of rewards to support your health, wealth, and mental well-being. In addition to medical...AssetContract workPart timeSeasonal workLocal area
$70k - $80k
...professional who enjoys working with cash management, banking operations, reconciliations,... ...maintaining internal controls to safeguard company assets. Utilize Kyriba and banking platforms to... ...payments, wire transfers, and electronic tax payments in accordance with established...Asset$66.5k - $99.5k
...professionals specializing in the recovery of assets, reporting of assets to applicable states... ...all industries and size of companies, in managed services, to comply with state unclaimed... ...who can manage multiple challenging tax engagements and contribute to the delivery...AssetWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...make you the right person for our Store Manager in Training position. Join our team today... ...maximum profit contribution Protect company assets Maintain a high level of customer... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...AssetFull timeContract workTraineeship
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...5,000 team members $49.7 billion in assets $114.6 billion in assets under management and...AssetMinimum wageWork at officeLocal area
- ...Advisor 4 The Trust Advisor 4 manages and develops complex client... ...types of accounts within Private Wealth Management. The role will act... ...investment officers, trust tax officers, trust real estate officers... ...the acceptability of trust assets and the proper use of income...AssetLocal area
- ...energy platform financing distributed energy assets. Industry Renewables & Environment... ..., storage, and EV charging projects, and managing the entire spectrum of financing, from... ...various financial structures, including tax equity, project debt, and securitization....Asset
$125k - $145k
...professional services. This regional CPA firm assists in maximizing tax savings, growth strategies. and strategic advisory consulting,... ...with the ability to research and implement tax liability and asset protection strategies Ability to perform tax prep and review...AssetFull timeLocal areaRemote work$160k - $200k
...AVID Wealth Partners is a fast-growing, independent wealth management and financial planning firm headquartered in San Antonio,... ...management, financial planning, tax strategy, business planning and... ...knowledge of portfolio construction, asset allocation, manager research and...AssetWork at office$38 - $47 per hour
...or swapping parts. Modern Field Tech: Manage your jobs through internal field service management system (BuildOps). Track asset history, log precise diagnostic readings, author... ...affordable Dental & Vision coverage. Wealth Building: 401(k) Employer Match retirement...AssetHourly payFor contractorsSeasonal work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!
- asset protection manager San Antonio, TX
- wealth manager San Antonio, TX
- wealth management consultant San Antonio, TX
- wealth management advisor San Antonio, TX
- hedge fund private equity tax manager San Antonio, TX
- tax manager public accounting San Antonio, TX
- state tax manager San Antonio, TX
- remote tax manager San Antonio, TX
- tax manager San Antonio, TX
- tax director San Antonio, TX

