Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:Respond effectively to the diverse perspectives, needs, and feelings of others.Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.Use critical thinking to break down complex concepts.Understand the broader objectives of your project or role and how your work fits into the overall strategy.Develop a deeper understanding of the business context and how it is changing.Use reflection to develop self awareness, enhance strengths and address development areas.Interpret data to inform insights and recommendations.Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.The OpportunityAs part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.Responsibilities- Lead digitization and automation efforts- Solve intricate tax challenges- Mentor and guide junior team members- Foster and sustain client relationships- Gain thorough understanding of business contexts- Navigate complex tax scenarios effectively- Grow personal brand and technical skills- Uphold exceptional professional and technical standardsWhat You Must Have- Bachelor's Degree in Accounting- 2 years of experience- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulationsWhat Sets You Apart- Innovating through new and existing technologies- Experimenting with digitization solutions- Working with large, complex data sets- Building models and leveraging data visualization tools- Exposure to pricing and client worth- Reviewing contracts and finding new pricing options- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulationsTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $77,000 - $214,000. 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.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: NY-New York; IN-Indianapolis; CA-Irvine; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; MO-Kansas City; OH-Columbus; TX-Dallas; NV-Las Vegas; CA-Los Angeles; MD-Baltimore; MA-Boston; CA-Sacramento; MO-St. Louis; UT-Salt Lake City; CA-San Diego; CA-San Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; NY-Melville; FL-Miami; CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia; AZ-Phoenix; CT-Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full time
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorAssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you analyze complex... ...information, handling proprietary assets, or collaborating...SeniorAssetFull timeH1b$124k - $225k
...evolving world. As a premier global asset management organization with more than 85... ...right thing for our clients and our associates is good business. With a career... ...matter to you. Role SummaryThe Wealth Services team is seeking a Senior Manager to help shape the future...SeniorAssetFull timeWork experience placementLocal areaRemote workWork from home1 day per week$77k - $214k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description... ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1bLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Company (RIC) Tax Senior Associate, you will play a pivotal... ...meaningful client relationships, manage and inspire others, and... ...and recommendations for asset and wealth management...SeniorAssetFull timeH1b$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...focus on key issues like wealth management, compliance, cash flow management... ...now and in the future.As a Senior Associate, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$100k - $150k
...industry You will have the flexibility to manage your days in support of our... ...our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...and accounting methods, digital assets, and other matters Assist with M&A tax...SeniorAssetFull timeWork at officeLocal area- ...HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices... ...institutions. With over $32 billion in assets under management as of June 30,... ...is seeking a detail-oriented Senior Accountant to join our Finance...SeniorAssetWork at officeRemote work
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b$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$122k - $209k
...world. As a premier global asset management organization with more than... ...thing for our clients and our associates is good business. With a career... ...Marketing & Advice Growth, Senior Manager is a critical member... ....Conduct and interpret wealth management market and competitive...SeniorAssetFull timeLocal areaRemote work$100k - $150k
...Wealth Advisor Position HB Wealth ("HB") is a national... ..., fee-only wealth management firm headquartered in... ...over $32 billion in assets under management as of... ...relationships, consulting with Senior Associates and Associates on... ..., cash flow, taxes, debt, charitable endeavors...AssetWork at officeRemote work$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$124k - $225k
...world. As a premier global asset management organization with more than... ...thing for our clients and our associates is good business. With a career... ...lead and oversee a team of Senior and Lead Financial Advisors,... ....Advanced experience across wealth management disciplines,...SeniorAssetFull timeWork experience placementLocal areaRemote workWork from home1 day per week$90k - $150k
...Job description: Senior Financial Advisor Lutherville, MD Industry: Wealth Management / Financial Advisory Compensation:... ...worth clients with investable assets ranging from $150K to $500K+,... ...planning across investments, tax strategy, insurance optimization...SeniorAsset$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$96.5k - $164k
...world. As a premier global asset management organization with more than... ...thing for our clients and our associates is good business. With a career... ...is seeking an experienced Senior Data Analyst to help shape... ...Investment Management, Hedge Funds, Wealth Management, Capital Markets,...SeniorAssetFull timeLocal areaRemote work3 days per week$88k - $132k
...Senior Operations Analyst The Senior Operations Analyst brings... ...the client facing Portfolio Management teams throughout a variety of... ...more than $24 billion of client assets and has offices in Baltimore,... ...preserve, build and manage wealth for 1919 Investment Counsel's...SeniorAssetFlexible hours$150k - $200k
...Advisory is an independent investment management and strategic advisory firm committed to... ...equity owners of the firm.Job SummaryThe Senior Business Analyst - Private Client,... ...recommendations, and action plans.Understanding of wealth and asset management business strategy and...SeniorAssetFull timeTemporary workH1bWork at officeWorldwide$90k - $270k
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President Wealth ManagementAcross Wealth Management, Goldman Sachs... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking...AssetFull timeTemporary workPart time$132.5k - $172.5k
...Advisory is an independent investment management and strategic advisory firm committed to... ...Position SummaryBrown Advisory is seeking a Senior Integration Engineer to design, build,... ...-system integrations across the firm’s Wealth and Asset Management technology ecosystem. This...SeniorAssetFull timeTemporary workH1bWork at officeWorldwide3 days per week$80k - $95k
...(Click here to learn more about our missions ). STScI seeks a Senior Accountant to provide maintenance and reconciliation of all government and institutional assets within accounting and property management systems. Serves as a liaison directly with external auditors,...SeniorAssetContract workLocal areaRelocationRelocation package$124k - $335k
...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- EY is seeking a ServiceNow Senior Consultant to lead transformation teams and enhance client relationships across the United States... ...candidate will possess strong experience in ServiceNow IT/OT Asset Management, with the ability to mentor teams. Exceptional communication...SeniorAsset
$77k - $214k
...ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob... ...(e.g. refer to specific PwC tax and audit guidance), the... ...risk consultations. As a Senior Associate you are expected to analyze... ..., handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$95k - $110k
...help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we... ...confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect...SeniorAssetFull timeLocal areaRemote workWork from home1 day per week$123.5k - $164.7k
...power of your work at Iron Mountain.We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with...SeniorAssetMinimum wageFull time$90k - $105k
...Brown Advisory is an independent investment management and strategic advisory firm committed to... ...detail‑oriented individual to fill the Senior Accountant position within our Baltimore... ..., firm investments, leases, fixed assets, prepaid expenses and amortization, and...SeniorAssetTemporary workH1bWork at officeWorldwide$95k - $110k
...an evolving world. As a premier global asset management organization with more than 85 years of... ...the right thing for our clients and our associates is good business. With a career at the... ...ways that matter to you. Role SummaryThe Senior Portfolio Investment Analyst (PIA)...SeniorAssetFull timeLocal areaRemote workWork from home1 day per week$113.15k - $270.02k
...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 Manager to join our State and Local Tax (SALT)... ...compliance services to partnerships for Asset Management clientsDeliver exceptional client...SeniorAssetLocal area
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