Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
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 them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same.In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm.Responsibilities- Leading tax compliance workstreams and managing client expectations effectively- Guiding teams in the preparation and filing of tax returns to meet regulatory requirements- Utilizing analytical thinking to review and analyze financial data for tax compliance- Developing and implementing strategies to optimize clients' tax positions while minimizing risks- Building and maintaining relationships with clients to provide strategic tax planning advice- Overseeing the drafting and submission of regulatory tax documents- Promoting the use of innovative digital tools and practices in tax compliance processes- Monitoring and analyzing financial trends to identify opportunities for tax savings- Coaching and mentoring team members to enhance their skills and performance- Validating adherence to professional and technical standards in all tax-related activitiesWhat You Must Have- At least a Bachelor's degree- At least 4 years of experience- At 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 Apart- Excelling in analytical thinking and strategic questioning- Demonstrating proficiency in tax compliance and tax preparation- Utilizing AI fluency and digital tooling for innovative solutions- Managing complex projects with a focus on regulatory compliance- Mentoring and developing team members to enhance performance- Building strong client relationships through effective communication- Embracing change and fostering a culture of inclusion and collaborationTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $99,000 - $266,000. 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: NY-New York; CA-Irvine; GA-Atlanta; IL-Chicago; TX-Dallas; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; US-Hybrid; UT-Salt Lake City; NJ-Florham Park; TX-San Antonio; CA-San Diego; TX-Fort Worth; CA-San Francisco; PA-Philadelphia; TX-HoustonType: Full time
$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$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...AssetFull timeH1b- ...An expanding wealth management firm is seeking an in-house Tax Manager for its New Jersey office. The firm serves individuals, families, and businesses with... ...financial and legacy planning, managing over $15B in assets for 13,000 clients. This role will start as an individual...AssetHourly pay
$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 timeContract workH1b$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a State... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$124k - $335k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$110k - $145k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is... ...professionals who work in conjunction with our wealth advisors to provide tax compliance...AssetTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior ManagerJob... ...an International Tax Services - Senior Manager, you will provide strategic advice and... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bShift work$99k - $266k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob... ...OpportunityAs an International Tax Services Manager, you will play a pivotal role in advising... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bShift work$99k - $266k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob... ...Services - Research & Development Tax - Manager, you will provide tax advice and solutions... ..., including accounting methods, fixed-assets, and research and development tax credits...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area- ...Type On SiteJob Reference 0000020431Salary Type AnnuallyIndustry Wealth ManagementSelling Points Lead impactful tax operations for high-net-worth clients, driving strategic planning and compliance. Manage offshore teams and transition operations in-house for efficiency....
- ...PwC in Florham Park, NJ, is seeking an Asset & Wealth Management - Renewable Energy Tax Manager to guide clients on tax planning, compliance, and strategy within our Tax practice. You will lead teams, mentor staff, and manage client accounts to deliver high-quality tax...Asset
$100k - $165k
POSITION SUMMARY:The Investment Consultant - Wealth Planning Specialist is a senior level... ...solutionsDrive adoption of Goals-Based Wealth Management tools/ practicesLead meetings to discuss... ...Plans through case design support and asset/liability matchingMaintain relationships...AssetTemporary workLocal area$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit....Work at officeLocal area$122.5k
...00-year history of helping our customers manage risk with laser-focused expertise, integrity... ...(Superior) by AM Best. Our most valuable asset is our people. We have 3000 employees,... ...your career development, so we provide a wealth of ways for you to keep learning, including...AssetHome office- ...been turned down. A single applicant should not create multiple email addresses to apply to additional opportunities Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial...AssetApprenticeshipSummer workSummer internship
- ...to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an... ...relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,...Asset
$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... ...tax services and solutions within the asset and wealth management sectorWhat You...AssetFull timeH1bLocal area$60.5k - $104.5k
...Wealth Planning Associate As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month program designed to... ...strategy, estate planning, tax considerations, education funding... ...policy statements, asset allocation materials, and planning...AssetWork at officeLocal areaFlexible hours$61.6k - $88k
...handling all aspects of relationship management and financial planning. This... ...relationship managers and wealth strategists in the financial... ...net worth, cash flows, income tax projections, estate flows, retirement... .... That is why we base our asset allocation strategies on 'your...AssetWork at officeLocal areaFlexible hours$150k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...in financial services- Leading project management initiatives in banking and capital... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$130k
Company DescriptionJob DescriptionThe Tax Manager will manage the company’s income tax calendar, returns and payments. Prepare FAS 109 Corporate Tax Accrual, Develop Tax Forecasting Models, tax assets, tax LIFO, SOX, prepare payments and analysis, research and assist with...Asset$150k
...ConsultingManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Tax Innovation - Tax Data Transformation - Director, you will... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1b$120k - $160k
Tax ManagerLocation: Fairfield, CT (Hybrid) Salary:$120,000 - $160,000Position:... ...financial strategies designed to protect assets and maximize wealth.Our team operates in a fast-paced,... ...technically proficient and strategic Tax Manager to lead client engagements. This is a...AssetWork at office$135k - $230k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...Private Client services. This Tax Senior Manager role will be based out of one of our Los... ...implementing tax planning strategies that optimize wealth preservation, charitable giving, and...Full timeLocal area$99.4k - $163.3k
...POSITION SUMMARY The Wealth Management Business Development Officer is a growth driver for Beacon Trust, responsible for identifying... ...to deliver thoughtful, client-centered strategies across asset allocation, tax, retirement, education, insurance, and estate planning....AssetWork at officeLocal areaFlexible hours$124k - $335k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...level of sophistication. As a Senior Manager you are expected to lead large projects,... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...position offers a unique chance to champion tax reporting excellence within our Security... ...withholding and information reporting.As a Tax Manager in Securities Services, you will help us... ..., financial transaction processing and asset management. We offer a competitive total rewards...Asset
$86k - $95k
...Company's system of internal controls to ensure the protection of assets from loss, reliability and integrity of financial information... ..., planning, administrative, technical, and process management skills, as well as the ability to establish and maintain excellent...AssetWorldwide3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!
- senior international tax manager Florham Park, NJ
- tax director Florham Park, NJ
- hedge fund private equity tax manager Florham Park, NJ
- tax manager public accounting Florham Park, NJ
- tax manager Florham Park, NJ
- asset management intern Florham Park, NJ
- asset finance Florham Park, NJ
- asset protection associate Florham Park, NJ
- director of asset management Florham Park, NJ
- asset management Florham Park, NJ


