Wealth Management Tax Services Senior Associate
$77k - $214kPricewaterhouseCoopers
Industry/SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions. 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 while minimizing risks of non-compliance.As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn’t clear. This role emphasizes relationship building, managing others, and personal growth, providing opportunities to develop a deeper understanding of the business context and how it is evolving.In this role, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems, using critical thinking to break down complex concepts. You will interpret data to inform insights and recommendations, upholding professional and technical standards.Responsibilities- Navigating complex tax regulations to optimize client tax positions- Reviewing and analyzing financial data to validate compliance with tax laws- Preparing and filing accurate tax returns to assist businesses in meeting obligations- Utilizing analytical thinking to interpret data and inform insights and recommendations- Drafting tax documents and conducting tax research to support corporate tax planning- Monitoring and analyzing financial trends to identify opportunities for tax optimization- Upholding professional and technical standards in line with PwC's code of conduct- Building meaningful client connections and managing relationships effectively- Embracing change and adapting to evolving business contexts and strategies- Collaborating with teams to deliver quality client service and supportWhat You Must Have- At least a Bachelor's degree- At least 2 years of experience- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).What Sets You Apart- Utilizing analytical thinking for complex tax compliance issues- Demonstrating proficiency in corporate tax planning strategies- Excelling in drafting and preparing comprehensive tax documents- Embracing change and adapting to evolving tax regulations- Monitoring and analyzing financial trends for strategic insights- Developing self-awareness to enhance personal and professional growth- Applying creativity in problem-solving for client tax solutionsTravel 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.SummaryLocation: PA-Pittsburgh; NC-Charlotte; PA-Philadelphia; AZ-Phoenix; NY-New YorkType: Full time
- ...Senior Wealth Advisor About the Company Prominent regional investment management firm Industry Financial Services Type Privately Held About the Role The Company... ...advice, including but not limited to, tax and estate planning, financial...SeniorTax
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...PwC, our people in tax services focus on providing advice... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you shall analyze...SeniorTaxFull timeSecond jobH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...strategies for our Financial Services clients. Your insights will help...SeniorTaxFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...career in our Financial Services Tax practice, within... ...their tax obligations while managing the impact tax has on... ...now and in the future.As a Senior Manager, you'll work as part...SeniorTaxFull timeH1bLocal areaOverseas- ...Senior Wealth Advisor Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and... ...Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity...SeniorTaxWork at officeLocal areaRemote work
$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on... ...client connections, and learning how to manage and inspire others. Navigating increasingly... ...creative tax solutions. As a Senior Associate you will analyze complex problems, mentor...SeniorTaxH1b- ...DescriptionEisnerAmper is seeking a Senior Consultant - FEMA in our Government Services Practice. This role is... ...with Federal Emergency Management Agency (FEMA) funded... ...Manager (CEM), Associate Emergency Manager (AEM),... ...the largest accounting, tax, and business advisory firms...SeniorTaxFull timeWork at officeLocal area
$69.8k - $132k
...provider of professional services to the middle market... ...!RSM is looking for a Senior to join our RSM Fund... ...policies and evolving tax regulations mean that... ...clients, including cash management, wire setup, management... ...as an experienced associate.RSM will consider for...SeniorTaxFull timeWork experience placementInternshipWork at officeLocal area- ...As a leading global financial services company at the heart of the global... ...team member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is located in... ...all aspects of estate & gift tax planning, income tax planning,...SeniorTaxPrivate practiceWorldwideFlexible hours
$140.1k - $190.9k
...Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry... ...public accounting, with at least 2 years in a management or supervisory role.Demonstrated... ...clearly to non-tax professionals.Strong client service orientation with a proven ability to retain...SeniorTaxFull timeContract workWork at officeLocal areaWork from homeFlexible hours- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their... ...inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...Tax
- ...As a leading global financial services company at the heart of the global... ...team member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is located in... ...all aspects of estate & gift tax planning, income tax planning,...SeniorTaxPrivate practiceWorldwideFlexible hours
- ...autonomy to reach your goals.EisnerAmper is seeking a Senior Consultant - Grants Management in our Government Services practice. This role will focus on supporting... ...EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 5...SeniorTaxFull timeWork at officeLocal area2 days per week
$80k - $105k
We are a regional full service CPA firm in business for... ...looking to add another manager to our Business... ...Be DoingWorks with the tax team to prepare and learn... ...neededRecognizes and informs senior management of... ...but experienced staff/associates are encouraged to apply...SeniorTaxWork at office$70k - $89k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown Square, PA; New York,... ...Description: Pathstone is a growing wealth management firm serving ultra-high net worth families... ...of wealth and well-being. Our services include investment advisory, as well...SeniorTaxInternshipWork at officeFlexible hours- ...Senior Salesforce Administrator Atlanta, GA; Newtown Square,... ...Description: Pathstone is a growing wealth management firm serving ultra-high net... ...and well-being. Our services include investment advisory,... ...coordination across key areas such as tax strategy, risk management...SeniorTaxWork at officeFlexible hours
- ...winning agency that operates as a full-service marketing partner for the education sector... ...our story. The Role in Brief: Senior Account Manager, Hybrid With 40% year-on-year growth... ...care flexible spending account, and pre-tax commuter plans · Employee assistance...SeniorTaxSummer workWork at officeImmediate startRemote workWorldwideFlexible hours
- ...Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses... ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility...SeniorTax
- ...Tax Senior Manager Lead and manage all phases of client tax engagements for closely held businesses and owners Perform final review... ...returns Provide proactive tax planning, strategy, and advisory services Supervise and mentor staff and managers, ensuring...SeniorTax
- ...dynamic team at one of the world's top tax firms. Enjoy a collaborative,... ...a firmKPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities:Advise... ...and forward-looking considerations associated with tax-related developments, legislative...SeniorTaxPrivate practiceWork at officeLocal area
- ...your goals.We are seeking a Senior Associate to join the Real Estate Assurance... ...clients with exceptional services.What it Means to Work for EisnerAmper... ...will have the flexibility to manage your days in support of our... ...of the largest accounting, tax, and business advisory firms,...SeniorTaxFull timeLocal area
- ...Browse files Resume is required. Senior Tax Accountant Willow Grove, PA... ...Senior Tax Accounting Associate who is passionate about advising... ...impact of decision on overall wealth as well as family succession... ...Kris Kieres Liberty Personnel Services (***) ***-**** ****@*****.***...SeniorTaxWork at office
- ...Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in... ...ideally 3+ years of experience in client service, within the finance sector • bachelor...SeniorFlexible hours
- ...autonomy to reach your goals.The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You... ...assets, net working capital and cash flows.Collaborate with tax, valuation, audit, advisory and consulting teams to...SeniorTaxFull timeLocal areaRemote workFlexible hours
$113.15k - $270.02k
At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic... ...to providing outstanding client service today, and tomorrow. You will be able to... ...is currently seeking a SALT Direct Tax Senior Manager, Shared Services to join our Delivery Center...SeniorTaxWork at officeLocal area$80 - $120 per hour
Job Summary:The Management Consulting Experienced Senior Associate provides clients healthcare consulting services by assessing the client’s business needs, recommending and implementing... ...impact.BDO provides assurance, tax, and advisory services to clients across...SeniorTaxWork at office$95k - $140k
...industry You will have the flexibility to manage your days in support of our commitment to... ...Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad... ...of federal tax issues. Contact the IRS Service Center and correspond on various tax account...SeniorTaxFull timeWork at officeLocal area- Job Summary:The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating... ...of once per yearMay train and mentor managers/seniors/associates on specialization areasStrategy DevelopmentIntroduces and...SeniorTaxWork at officeLocal area
- ...dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team. Job Description Are... ...role is a dynamic mix of Accounting 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed...SeniorTaxRemote jobFull timeTemporary work
$150k - $227.3k
...your ideas. Our Transaction Advisory Services practice focuses on the financial and tax due diligence pertaining to... ...Development - cultivate relationships with senior executives at client companies and... ...generate new projects and leads. Manage and coordinate the approach of...SeniorTaxFull timeContract workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Tax Services Senior Associate. Be the first to apply!
- senior tax associate Philadelphia, PA
- tax accountant Philadelphia, PA
- tax preparers Philadelphia, PA
- corporate tax accountant Philadelphia, PA
- sales & use tax accountant Philadelphia, PA
- entry level tax accountant Philadelphia, PA
- tax specialist Philadelphia, PA
- entry level tax associate Philadelphia, PA
- tax examiner Philadelphia, PA
- accountant tax preparer Philadelphia, PA



