Asset & Wealth Management Tax Manager
$99k - $266kPwC
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary At 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. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. 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 Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific
- Thorough knowledge of compliance and consulting for financial partnerships
- Knowledge of structuring funds to limit tax liability
- In-depth tax technical skills in partnership tax forms
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...industry such as tax credits and fixed asset depreciation; and,Possessing a...AssetFull timeH1bLocal areaOverseas- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team...AssetLocal areaOverseas
$103.1k - $188.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...practice gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will...AssetFull timeSummer holidayFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b$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 timeH1b- ...requirements Overview:The Director of Tax will lead the tax strategy,... ...tax strategy, focused on wealth preservation, tax efficiency,... ...structures, liquidity events and asset salesAdvise on the tax... ...company that operates 24/7/365, TQL manages work-life balance with sales...AssetWork at officeLocal area
$132.7k - $303.2k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands...AssetWork experience placementSummer holidayFlexible hours$73.5k - $212.28k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...leveraging team member’s unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior ManagerJob... ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$99k - $266k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob... ...border tax needs both locally and globally by managing their global tax rates, finding areas of... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area$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$100.35k - $205k
...concerns, while providing solutions to complex tax issues? Do you not only know what AGI &... ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you...Private practiceWork at officeLocal area- ...A wealth management and financial planning firm is seeking a Tax Manager. The firm provides comprehensive financial planning and investment management with a strong focus on year-round tax planning, and also prepares tax returns for a growing client base. Responsibilities...
$65k - $80.2k
...Wealth Management Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better... ...investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture...AssetTemporary workWork experience placement$76k - $125.3k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...challenges, then come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team of professionals...AssetFull timeSummer holidayFlexible hours- ...Wealth Advisor Cincinnati, OH Waverly Advisors' primary goal... ...We aren't your typical wealth management firm. Our intense client focus... ...financial planning, alongside estate, tax and philanthropic planning... ...tasks. Monitors clients' asset allocations, rebalancing of...AssetLocal area
$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$135k - $140k
Cincinnati, OHActively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software.We are an independent investment financial advisory firm that specializes in retirement planning...Full timeTemporary workWork at officeLocal areaFlexible hours- The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all... ..., Chicago, and Louisville, and about $10.25 billion in assets under management as of December 31, 2025. #J-18808-Ljbffr Bartlett...AssetWork at officeFlexible hours
- ...contracts to develop and improve internal controls.Managing transaction accounting, SOX, closing process, and other... ...s views on technical accounting matters.Overseeing tax compliance and strategy, as well as capital assets.Working with senior management to ensure internal...AssetImmediate start
- ...Tax Manager Summary: The Tax Manager oversees the daily operations of the firm's tax department within the assigned office, ensuring high-quality tax services for individual and business clients. This role combines leadership, technical tax expertise, and...Work at officeLocal area
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...to pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to...AssetLocal area
$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bRemote work- ...Job Description As the Corporate Tax Manager, you’ll be a member of our Corporate Tax Solutions Family and work on business income tax planning, corporate compliance, and ASC740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate...InternshipSeasonal workWork at officeLocal areaFlexible hours2 days per week
$100.35k - $179.88k
Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do... ...Recruiting for this role ends on May 31st, 2027. What You’ll Do As a Tax Manager within the Business Tax Services group, you will provide federal...Work at office$73.5k - $212.28k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...leveraging team member’s unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bLocal area- ...JOB SUMMARY As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business... ..., Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and...AssetWork at officeLocal areaFlexible hours
- ...Tax Senior Associate At KPMG, you can become an integral part of a dynamic team at one of the world’s top tax firms. Enjoy a... ...to pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to...AssetLocal area
- ...requirements About the role: As a Senior Tax Accountant for TQL, you will be... ...jurisdictions. This role also supports the Tax Manager in assessing and executing tax planning... .../receivable and deferred income tax assets and liabilities Identify and implement...AssetH1bLocal area
$105.1k - $192.6k
...Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it...Summer holidayFlexible hours
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