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- ...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
$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
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...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,...SeniorAssetWork experience placementRemote work1 day per week$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$80k - $95k
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...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- 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
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...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- ...Amit at (***) ***-****. Title: Senior ServiceNow Developer/ Team Lead (HYBRID)... ...and/or HR ~ Experience with AWS Cloud Management Platform ~ Federal Government experience... ...About us: DivIHN , the 'IT Asset Performance Services' organization, provides...SeniorAssetPermanent employmentFull time
$70k - $120k
...join our team as a Director in Investment Management (IM) Finance. In the Finance division,... ...end-to-end product oversight, including Wealth Management products. Since 1935, Morgan... ..., securities, wealth management and asset management services. All that we do at Morgan...AssetFull timeTemporary workWork experience placementWork at officeLocal area$90k - $115k
...Key Responsibilities Manage a profitable portfolio of business within the parameters agreed... ...and needs, at work and in life. As an associate, you’ll be supported with resources, benefits... ...is one of the most trusted insurance and asset management companies in the world. Caring...SeniorAssetLocal areaWorldwideFlexible hours$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$145k - $247k
...Senior Legal Counsel Apply ( locations Owings Mills, MD... ...world. As a premier global asset management organization with more than... ...thing for our clients and our associates is good business . With a career... ...business, compliance, risk, tax, operations, and other legal...SeniorAssetFull timeLocal areaRemote work1 day per week$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$91k - $321.5k
...maintaining regulatory compliance and managing risks for clients, providing... ...(e.g. refer to specific PwC tax and audit guidance), the Firm'... ...- Managed Services - Senior Manager, you will lead initiatives... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetContract workH1b$121k - $206k
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...preferred. 4-7 years’ experience in financial management experience in banking, credit insurance... ...and needs, at work and in life. As an associate, you’ll be supported with resources,... ...is one of the most trusted insurance and asset management companies in the world....SeniorAssetPermanent employmentFull timeLocal areaFlexible hours$99k - $266k
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...We're seeking someone to join our team as an Associate supporting audits, continuous monitoring, and closure verification across Wealth Management. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well...Full timeTemporary workWork at officeLocal area- ...Senior Program Manager/Business Analyst FedTec is seeking a Senior Program Manager/Business Analyst to lead contractor support for... ...Governance frameworks, expand metadata and business glossary assets, and drive adoption of the EDC platform across the agency....SeniorAssetContract workTemporary workFor contractors
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...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
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