Asset & Wealth Management Regulated Investment Company (RIC) - 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 RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You 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 knowledge.Responsibilities- Leading the way as technology-enabled tax advisors- Delivering benefits through digitization and automation- Solving complex problems with innovative solutions- Mentoring and supporting junior team members- Upholding exceptional standards in every task- Cultivating and maintaining client relationships- Gaining a deeper understanding of business contexts- Managing and navigating complex scenariosWhat You Must Have- Bachelor's Degree- 3 years of experienceWhat 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 BarTravel 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: MA-Boston; CA-Los Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: 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$99k - $266k
Industry/SectorAsset and Wealth... ...navigate complex tax regulations and optimise their tax... ...unique strengths, and managing performance to deliver... ...as accessing sensitive company or customer information... ...handling proprietary assets, or collaborating closely...AssetFull timeH1b$77k - $214k
...experience. The position offers a salary range of $77,000 - $214,000 and includes various benefits such as medical and 401k. A commitment to obtain CPA licensure is preferred. Join PwC to navigate complex tax regulations and enhance your professional journey. #J-18808-Ljbffr...SeniorAsset- ...support position, the Senior Associate assists the Wealth Management Managers and... ...program ~401(k) with company match ~ Bonus... ...worth, cash flow, investment planning and investment... ...vehicles, asset allocation, estate... ...Adviser, subject to SEC regulation, and requires all...SeniorAssetWork at office
$124k - $335k
...PwC in Los Angeles is seeking a Senior Manager in the Asset & Wealth Management sector to lead tax compliance and strategic planning initiatives.... ...involves working closely with clients to navigate complex tax regulations, ensuring compliance, and building strong client...SeniorAsset$73.72k - $164.57k
...more important than investing in our culture because... ...currently seeking a Senior Associate to join our State and... ...:Support multi-state companies with state and local... ...with all local/state regulations regarding displaying... ...judgment, effectively manage stress and work safely...SeniorAssetLocal area$81.13k - $164.57k
...nothing is more important than investing in our culture because it... ...is currently seeking a Senior Associate, Asset Management Technology (DAC) to join... ...with all local/state regulations regarding displaying salary... ...abilities to adhere to company policies, exercise sound...SeniorAssetLocal area$85k - $145k
COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENTWHAT... ...Bank Wealth Management products.... ...Retail Non-Deposit Investment Products (RNDIP), Regulation R, and certain... ...Regulation R, associated investment products... ...Professional Asset Manager (QPAM)... ...dateGenerous 401(k) company matching...SeniorAssetRemote work$133.37k - $156.9k
...the Law Division’s Wealth Management & Investment Services legal team... ...fiduciary law, banking regulation, and business... ...appropriate state bar association or other appropriate... ...including those related to asset management.- Comfort... ...’s Most Ethical Company by the Ethisphere Institute...SeniorAssetFull timeLocal area3 days per week$125k - $150k
...Future TeamBel Air Investment Advisors, an... ...provides investment management and advisory... ...more in investable assets. We offer a... ...administrative support. The company is looking to add a Senior Client Service/Advisory Associate (CSA) to help... ...Hightower is a wealth management firm...SeniorAssetPermanent employmentWork at officeLocal area- ...is a Registered Investment Advisor seeking to... ...transform traditional wealth management. Our quest is to... ...employee-owned company, adhering to the... ...our team as an Associate. The Associate will... ..., such as asset transfers and account... ...sessions with the senior team members to expand...AssetInternshipFlexible hours
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately... ...with direct access to investment opportunities in late-stage private... ...instrumental in expanding the company's assets under management (AUM) and...SeniorAsset
- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice... ...tax risks, and tax implications of investing in different jurisdictions. You'll... ...The Opportunity As part of the Asset and Wealth Management team you are expected to join...SeniorAssetLocal areaOverseas
$100k - $150k
...is a leader among global investment managers specializing in... ...more than $220 billion in assets under management. The firm... ..., Oaktree is seeking an associate to work within the U.S. Senior Loans Group for a 2-year... ...priority liens in performing companies primarily within the U.S...SeniorAssetFull timeFor contractorsLocal areaWorldwideFlexible hours$90.63k - $184.92k
...priority. With a wealth of learning and career... ...seeking a Senior Associate in Financial Due... ...to Fortune 1000 companies, private equity investors, and asset based lendersInterface... ...achievability of managements budget,... ...all local/state regulations regarding displaying...SeniorAssetH1bLocal area$96k - $125k
...than just a company; we're a community... ...and invest in it to build... ...RoleSenior Associates in our Cost... ...telecommunications, private wealth, and finance... ...and banking.Senior Associates... ..., fixed asset valuations,... ...property regulations;Conduct... ...Construction Management, Architecture...SeniorAssetFull timeFor contractorsWork experience placementH1bWork at officeLocal areaWork visa- ...CompanyOaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes... ...are seeking an AVP or Senior Associate to build and maintain deal monitoring...SeniorAssetFull timeFor contractorsLocal areaWorldwideFlexible hours
- ...is recruiting a Senior Associate for our Planning... ...for Aspiriant’s wealth planning innovation... ...Coordinate with our Investment Strategy &... ...new and ongoing regulations We are Aspiriant... ...employee-owned wealth management firm. Our core... ...program ~401(k) with company match ~ Bonus...SeniorWork at office
$77k - $202k
...connections, and learning how to manage and inspire others. Navigating... ...Android). Experience working in regulated or QMS certified development environments... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b- ...a culture where associates thrive. We are dedicated... ...a Top 12 program managing over $2.8 billion in client assets. Our advisors... ...About the Role:A Senior Wealth Advisor is an... ...comprehensive planning and investment strategies... ...broker/dealer regulations for assigned job...SeniorAssetFull timeImmediate start
$77k - $202k
...services related to financial management and strategy. These individuals... ...using OneStream. As a Senior Associate, you will analyze complex problems... ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$77k - $202k
...services related to financial management and strategy. These individuals... ...AI-driven technologies. As a Senior Associate, you will analyze complex business... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$77k - $202k
...Transformation Delivery Consultant, Senior Associate, you will engage with clients... ...build meaningful connections, manage and inspire others, and grow... ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1bRemote work$125.4k - $181.88k
...environment, and our associates dedicate... ...Yourself. The Senior Private Wealth Advisor, Practice... ...and growing net assets over time by delivering... ...not a people management position, this... ...Personal Strategy’ investment strategy;... ...plan with generous company matching contributions...SeniorAsset16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$150k - $300k
Divisional OverviewGoldman Sachs Asset Management is one of the world’s... ...leading investors in alternative investments. With over 30 years of... ...Asset Management seeks a senior investing professional to source... ...full pool of analysts and associates, and collaborate seamlessly...SeniorAssetFull timeTemporary workPart timeWork at office$90k - $110k
...been a leading real estate investment manager for over 40 years.... ...diversified firm that spans asset management, wealth management, and fintech,... ...coverage, a comprehensive 401K, company-sponsored volunteer... ...local law, ordinance, or regulation.By joining us, you will become...SeniorAssetFull timeLocal area$94.34k - $183.2k
...more important than investing in our culture... ...currently seeking a Senior Associate to join our... ...publicly-traded companies and similar M&A transactions... ...and intangible assets, purchase price... ...all local/state regulations regarding... ...judgment, effectively manage stress and work safely...SeniorAssetLocal area$77k - $202k
...OpportunityAs a Strategy& Consulting Senior Associate - Technology Sector, you will... ...connections, learning how to manage and inspire others, and... ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$95.1k - $161k
...among the best companies to work for by Fortune... ...seeking a Senior Associate in Internal Audit... ...with firm risk management practices Develop... ...experience with key asset management... ...controls in the investment banking and broker... ...all local/state regulations regarding displaying...SeniorAssetH1bLocal area$180k - $250k
...securities firms and investment banks in the... ...through our Wealth Management, Capital... ...an experienced Senior Vice President... ...across multi-asset classes and create... ...Account with company-sponsored... ...characteristics or is associated with someone... ...laws or regulations that impose restrictions...SeniorAssetFull timeWork at officeLocal areaImmediate startNight shift
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