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 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.
$99k - $266k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet...AssetFull timeH1bLocal areaOverseas$99k - $266k
...Sector Not Applicable Specialism Domestic Tax Compliance Management Level Manager Job Description &... ...requirements. The Opportunity As part of the Wealth Management Tax Services team you are... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$99k - $266k
...Financial Services Tax Practice Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you... ...the renewable energy industry such as tax credits and fixed asset depreciation; and, Possessing a desire to learn more about...AssetLocal areaOverseas$116.2k - $212.9k
...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! The International Tax and Transaction Services practice is comprised of three...AssetWork experience placementSummer holidayFlexible hours$103.6k - $189.9k
...to go. Join EY and help to build a better working world. Tax - Global Compliance & Reporting Insurance - Financial Services... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaFlexible hours$124k - $335k
...Private Business (EPB) - General Management Level Senior Manager Job... ...advisory needs such as audit, tax compliance, and planning to help... ...team focus on key issues like wealth management, compliance, cash... ...information, handling proprietary assets, or collaborating closely with...AssetFull timeH1b$147.4k - $336.8k
...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! Handling tax in such a large, sophisticated organization takes more than...AssetSummer holidayFlexible hours$77k - $214k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate 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...AssetFull timeH1b$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on... ...are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations,...Asset$104k - $156k
Grant Thornton is seeking a Tax and Audit Marketing Manager to join the team. Approved office locations can be found below. The Marketing Manager... ...business leaders, and marketing teams to deliver campaign assets and programs Collaborate with Advisory and firmwide...AssetInternshipSeasonal workWork at officeLocal areaFlexible hoursShift work3 days per week- ...Title : Product Owner in Wealth Management Location: hashtag#Charlotte Metro area OR hashtag#NYC (Hybrid) Overview We are... ...Commission Payouts • Small Balance Fees, IRA Fees, Asset-Based Pricing • Define and drive the roadmap for building...Asset
- ...divh2Tax Senior / Manager / Senior Manager / Director Asset Management/h2pCharlotte, North Carolina, United States/ph3About the Job Tax Senior / Manager / Senior Manager / Director Asset Management/h3pLocation: Cayman Islands | Bermuda | Bahamas | British Virgin Islands...AssetLocal area
$99k - $266k
...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...AssetContract workH1b$150k
...Private Business (EPB) - General Management Level Director Job Description... ...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash... ...information, handling proprietary assets, or collaborating closely with...AssetFull timeH1b$103.32k - $235.17k
...Tax Manager You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an expert... ...energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint...AssetWork at officeVisa sponsorship2 days per week3 days per week$91k - $321.5k
...Sector Not Applicable Specialism IFS - Finance Management Level Senior Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and... ...customer information, handling proprietary assets, or collaborating closely with team members....AssetFull timeH1b- Citizens in Charlotte is looking for an Analysis & Reporting Lead to support their Wealth and Asset Management operations. The role encompasses reporting leadership, data workflows, and coaching junior staff. You’ll ensure accurate reporting and contribute insights to Wealth...AssetFull timeMonday to Friday
$124k - $335k
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary At PwC, our people in... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetFull timeH1b$99k - $266k
Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Manager Job Description & Summary A career in our State and... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area$73.5k - $212.28k
...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 timeH1bLocal area$73.5k - $212.28k
...Not Applicable Specialism IFS - Finance Management Level Manager Job Description & Summary... ...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$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$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Advisors to deepen client relationships and grow... ...client book, implementation of recommendations, and asset consolidation. Communicates clearly and builds relationships...Asset$50 per hour
...Tax Advisor, Wealth Management At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that...Work experience placementWork at officeLocal area3 days per week$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...implementation of financial plan recommendations, and coordinates asset consolidation. Communicates clearly and succinctly,...AssetWork experience placement$99k - $266k
Industry/Sector Insurance Specialism Industry Tax Practice Management Level Manager Job Description & Summary At PwC, our people in tax services... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1b- ...Wealth Management Associate The Wealth Management Associate is responsible for supporting advisor growth across annuity, advisory, and emerging... ..., including: Advisory vs. brokerage frameworks Basic asset allocation concepts Model-based and program-level advisory...AssetHome office
$62.5k - $87.5k
Overview Wealth Management Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and grow practice... ...of financial plan recommendations, and coordinate asset consolidation. Communicate clearly and succinctly, using interpersonal...AssetWork experience placement- ...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...AssetWork from homeShift workDay shift
$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
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