Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
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 needs - 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 What You Must Have - Bachelor's Degree in Accounting - 4 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - 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 Travel Requirements Up to 40% Job Posting End Date The 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: As 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: Learn more about how we work: For 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. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: To view other PwC job opportunities, visit Do not click on the "Search for Jobs" button. Are you ready to make a difference? Want to unlock new value by applying your unique perspective and talents? You can grow exponentially at PwC. Here, you can uncover hidden talents, build lifelong relationships rooted in trust and empathy and turn challenges into opportunities for innovation. We’ll help you grow your skills through challenging, meaningful work so you can go further.
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the...AssetH1bLocal areaOverseas$99k - $266k
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...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...team member’s unique strengths, and managing performance to deliver on client expectations... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...Experience 10+ years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-worth clients... ...complex portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of...Asset
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...Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and... ...or customer information, handling proprietary assets, or collaborating closely with team members. We...AssetFull timeContract workH1b- Frazier & Deeter in Charlotte, NC, seeks a Tax Manager focused on high net worth clients. You will lead tax engagements and develop tailored tax solutions. The ideal candidate will have extensive knowledge of tax regulations and at least 5 years of public accounting experience...
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...Sector Not Applicable Specialism IFS - Finance Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and... ...or customer information, handling proprietary assets, or collaborating closely with team members. We...AssetFull timeH1bWork at office- ...Advisor and Advisor team's overall investment management philosophy. Key responsibilities include... ...profiles are aligned with the chosen asset allocation. Job expectations include partnering... ...and understanding of the suite of Wealth Management products and services Strong analytical...AssetWork from homeShift workDay shift
- ...Tax Manager, High Net Worth Charlotte, North Carolina, United States Join Frazier & Deeter and be a part of a rapidly growing top... .... You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and...Work at officeLocal area
$99k - $266k
Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets... ...clients meet their tax obligations while managing the impact tax has on their business. You... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bLocal areaOverseas- Equitable in Charlotte, NC is seeking a Counsel - Wealth Management to serve as the primary legal partner handling onboarding of experienced... ...a hybrid on-site schedule. You will structure and negotiate asset purchase agreements, retention agreements, loan agreements, and...Asset
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly,...AssetWork experience placement- ...Private Wealth Investment Management Specialist Columbia, South Carolina;Charlotte, North Carolina To proceed with your application, you must... ...goals and risk profiles are aligned with the chosen asset allocation. Job expectations include partnering with internal...AssetWork at officeWork from homeShift workDay shift
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Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and... ...of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120...AssetWork experience placement$61.74k - $85k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly,...AssetWork experience placement$200k - $250k
...Sales Director – US Wealth The Sales Director – US Wealth is a senior sales leadership role... ...investment solution offerings to wealth managers, intermediaries, platforms, and strategic... ...within the wealth management, asset management, or investment consulting industry...AssetTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...financial plan recommendations and the coordination of asset consolidation.* Communicates clearly and succinctly,...AssetWork experience placementWork at office
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...motivated and business‑oriented attorney with experience advising wealth‑management firms to serve as Counsel supporting its Wealth Management... ...negotiate a wide range of commercial agreements, including: Asset Purchase Agreements Asset Retention Agreements Loan...AssetTemporary workWork at officeLocal area2 days per week3 days per week
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