Asset & Wealth Management Tax Senior Manager
PwC (US)
Asset And Wealth Management Tax Senior ManagerThe Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations. As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm. In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.ResponsibilitiesLeading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulationsReviewing and analyzing financial data to prepare and file accurate tax returnsValidating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planningCrafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholdersApplying systems thinking to identify underlying problems and opportunities in tax compliance processesDirecting teams through complex situations, demonstrating composure and strategic problem-solvingInitiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teamsMaking informed decisions and taking action to resolve issues hindering team effectivenessModeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirementsBuilding and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must HaveAt least a Bachelor's degreeAt least 6 years of experienceAt 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 ApartDemonstrating advanced skills in tax compliance and auditingUtilizing strategic questioning to drive asset management solutionsExcelling in drafting and preparing complex tax documentsLeveraging analytical thinking for financial statement analysisApplying project management skills to regulatory compliance consultingBuilding relationships through effective communication and influenceAdapting to change with intellectual curiosity and learning agility
$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...SeniorAssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...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$130.6k - $343.6k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Our Business Tax Advisory practice gives you the opportunity... ...and reporting initiatives. As a Senior Manager in Customer Tax Operations and...SeniorAssetSummer holidayLocal areaImmediate startFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorAssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorAssetFull timeH1b$150k
14B+ AUM Independent Wealth Management Firm Chicago, IL Overview Dynamic... ...4B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to... ...wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis,...SeniorAssetFull time$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...securities licenses is an asset.You're able to travel. This role...SeniorAssetFull timeRemote workShift work2 days per week- ...Senior Wealth Advisor / Partner Multiple Markets | Growth Opportunities Available Build... ...multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors... ...T12 production and/or $50M+ in client assets ~8+ years of wealth management experience...SeniorAssetFull timeFlexible hours
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service... ...Group addresses complex wealth management needs of clients through our... ..., and liquidity needs.As a Senior Regional Manager you will coach... ...design plans to ensure that asset and service targets are met....SeniorAssetFull timeWork at office
- ...Who we are \n PrairieView Wealth & Tax Advisors is a registered investment... ...get planning, investment management, and tax work from one team... ...opportunity \n We are hiring one Senior Wealth Advisor for our... ...will be measured \n \n New assets under management against your...SeniorAssetFull timeWork at office
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...SeniorAssetLocal area
- Wealth ManagementThe Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate... ...market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial...SeniorAssetFull timeWork at office
$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$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ..., and increased efficiencies. As a Senior Manager you are tasked with leading large... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area$126.1k - $253k
...practice serves a range of clients in the asset management, capital markets, financial institutions... ...national resources. Our team focuses on tax compliance and tax consulting for some... ...-known funds in the industry. As a Tax Senior Manager, you will be responsible for the...SeniorAssetFull timeWork experience placementInternshipLocal area$110k - $210k
...WhatYou’llDoAs aSenior Manager on our State & Local Tax (SALT) team, you will lead complexdirect tax (income... ..., private equity, hedge funds, and asset management clients.You’llserve as a trusted... ...GrowthReview work of managers, seniors, and staff; provide coaching, feedback...SeniorAssetFull timeContract workLocal areaRemote work$164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking... ...ADVISOR, WEALTH MANAGEMENTOH: R161517The Senior Wealth Advisor acts as a technical... ...management, banking, wealth transfer and tax efficiency.2. Work in close collaboration...SeniorAssetFull timeH1bLocal areaWorldwideFlexible hours$150k
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...AssetFull timeH1b$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and guidance... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bShift work$110.7k - $218.3k
...Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory... ...management operations, such as asset managers, wealth managers,... ...support, recordkeeping, client, tax and regulatory reporting, etc.Experience...SeniorAssetWork at officeNight shift$164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking... ...leading technology and exceptional service. SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH... ...and applicable laws, including trust and tax law, estate planning techniques, financial...SeniorAssetFull timeWork experience placementH1bWorldwideFlexible hours$124k - $335k
...Industry/Sector Not Applicable Specialism International Tax Services Management Level Senior Manager Job Description & Summary The Opportunity As a Financial... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetFixed term contractH1bLocal areaShift work$122.9k - $204.9k
...Financial Services Technology Consulting, WAM - Wealth Management SeniorLocation: New York Other locations: Anywhere in Region Salary: Competitive... ...new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a...SeniorAssetWork experience placementSummer holidayImmediate startFlexible hours$124k - $335k
...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 Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- ...Process Improvement ManagerJoin J.P. Morgan Wealth Management and help shape the future of how we... ..., Service, Product, Technology, and senior leadership teams to develop scalable solutions... ..., financial transaction processing and asset management.We offer a competitive total...SeniorAsset
$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice... ...owners protect and grow their biggest asset, the business. We collaborate with our... ..., including succession planning, wealth transfer planning, and tax complianceManage...SeniorAssetFull timeWork experience placementInternshipPrivate practiceLocal area$65 - $72 per hour
DescriptionKforce has a client that is seeking an Audit, Senior Associate in Chicago, IL.Summary:We are seeking an experienced... ...audit and assurance services to clients within the Asset and Wealth Management sector. This role is responsible for performing financial...SeniorAsset$124k - $335k
...in our Merger and Acquisition Tax practice, within Tax services,... ...to help our clients meet and manage their tax obligations across unique... ..., analyse and quantify tax assets, assess tax risks, and model... ...careers, now and in the future.As a Senior Manager, you'll work as part...SeniorAssetFull timeH1bLocal areaOverseas$114.7k - $194.9k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...requirements, and strategic initiatives.Partner with Audit Managers, Senior Specialists, and Directors in the development of audit...AssetFull timeH1bWork at officeWork from homeWorldwideFlexible hours
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