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.
$99k - $266k
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$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeSecond jobH1b$132.7k - $303.2k
...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- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorAssetFull timeWork experience placementWork at office
$77k - $214k
...At PwC, our people in tax services focus on providing advice and... ...connections, and learning how to manage and inspire others. Navigating... ...creative tax solutions. As a Senior Associate you will analyze... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetH1b- ...investment advising, and 401(k) management with a direct approach to... ...40 RIA in 2024. SUMMARY The Senior Wealth Planner is a critical member... ...in estate planning, advanced tax strategies, and multigenerational... ...sale liquidity events, asset titling and ownership structures...SeniorAssetFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...related activities in the search for a Senior Tax Manager . The family office supports approximately... ...140 entities across a broad range of asset classes and industries including real... ...public accounting, family office, private wealth, or a complex multi-entity environment....SeniorAssetWork at office
$103k - $225k
...service.Job Summary:The Wealth Strategist / Client... ...of wealth transfer and tax planning strategies.- Maintains... ..., wills, investment management, custody, financial... ...strength and stability is an asset that emboldens us to... ...is encouraged, senior leaders are accessible,...SeniorAssetFull timeLocal areaFlexible hours- ...My client, one of the nation's largest audit, tax, consulting, and wealth management firms are seeking to hire a Corporate Tax Senior Manager to join as part of strategic growth. Voted top 100 of places to work in the US, this role boasts excellent progression path. Job...Senior
- ...investment advising, and 401(k) management with a direct approach to... ...40 RIA in 2024. SUMMARY The Senior Wealth Planner is a critical member... ...in estate planning, advanced tax strategies, and multigenerational... ...sale liquidity events, asset titling and ownership structures...SeniorAssetFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
$137.4k - $240.4k
...At Northern Trust, our Wealth Strategist position is... ...sales executive role.As a senior member of the Northern... ...approach to wealth management planning. With the support... ...of wealth transfer and tax planning strategies. And... ...individual client asset situations to our specific...SeniorAssetFull timeLocal areaFlexible hours$103.6k - $215.8k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...our dynamic FSO team! As a Manager in Tax Controversy, you will assist clients in... ...skills, and the confidence to challenge senior colleagues and stakeholders from a...AssetFull timeSummer holidayImmediate startFlexible 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$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- ...Your role.Your work will include, but not be limited to:Managing all aspects of the annual tax compliance for business and individual clients, including... ...one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll...SeniorFull timeRemote workRelocationFlexible hours
- Tax Manager (Trust/Estate)Company OverviewWe are a small, well-established public accounting... ...OverviewWe are seeking a highly skilled Senior Tax Manager to oversee and manage our tax... ...including REITsCollaborate with the wealth management team to align tax strategies...SeniorLocal area
$105k - $180k
...All locations in the United StatesWork Arrangement: Remote, Hybrid, or In-office A Day in the LifeA typical day as a Wealth Transition Services Tax Manager might include the following:Advising and consulting on the estate planning process to create plans based from the...Work at officeLocal areaRemote workVisa sponsorship- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...firm. KPMG is currently seeking a Tax Manager to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetFull timeLocal area
$99k - $266k
...Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager Job Description & Summary The... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment... ...Hedge Funds Financial Services Asset Management Consulting &... ...Services Professional Services Wealth Management Fund Families Investment...SeniorAsset
- ...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 to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b$82k - $102k
...adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology... ...of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors...SeniorAssetWork at office$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$140k - $180k
...Senior Tax Manager - Partner Track Senior Tax Manager Location: Boulder, CO Salary: $140,000 - $180,000 About the Opportunity We are a well-established CPA firm specializing in tax and accounting services for individuals, small business owners, and independent...SeniorWork from home- ...- We are currently seeking a Senior Director to join our Institutional... ...Funds, REITS, Sovereign Wealth Funds, Pension Funds, and other... ...Include: Focus on management of team members, workflow and... ...expectedAbility to cover multiple asset classes and geographiesAbility...SeniorAssetFull timeTemporary workLocal area
$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$200k - $240k
....comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible... ...closely with Relationship Managers and high net worth (HNW) clients... ...their estate planning, tax planning, philanthropic vehicles... ...strategies for wealth transfer, asset protection, and philanthropic...SeniorAssetFull timeRemote work$133.71k - $180.9k
...including accounting, audit and supply chain management.Job Duties and ResponsibilitiesCandidates... ...company focuses on leading federal tax examinations and managing complex controversy... ..., and synthesize regulatory impacts for senior leadershipSkills, Experience and...SeniorLocal areaFlexible hours
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