Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

$77k - $214k

PricewaterhouseCoopers

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate in Baltimore, MD vacancy
  • $73.72k - $164.57k

     ...more important than investing in our culture because...  ...currently seeking a Senior Associate to join our State and...  ...Participate in multi-state companies with state and local...  ...Build and manage client relationships,...  ...with all local/state regulations regarding displaying... 
    Senior
    Asset
    Local area

    KPMG

    Baltimore, MD
    1 day ago
  • JPMorganChase in Baltimore is seeking a Private Banker to advise clients on wealth management and investment strategies. You will manage client relationships, generate new business, and offer holistic advice on asset allocation and wealth planning. The ideal candidate has over six... 
    Senior
    Asset

    JPMorganChase

    Baltimore, MD
    2 days ago
  • $77k - $214k

     ...navigate complex tax regulations and optimise their tax...  ...and learning how to manage and inspire others. Navigating...  ...efficiencies. As a Senior Associate you shall analyze...  ...accessing sensitive company or customer...  ...handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    H1b

    PwC

    Baltimore, MD
    4 days ago
  • $155k - $160k

     ...clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech...  ...specialists, and senior leadership to guide risk...  ...Retirement Plan with 85% company match on your pre-tax...  ...local law, ordinance, or regulation.If you believe that... 
    Senior
    Asset
    Full time
    Local area
    Flexible hours

    Franklin Templeton

    Baltimore, MD
    2 days ago
  • $77k - $202k

     ...applications and tools designed to manage the entire customer journey,...  ...and revenue recognition. As a Senior Associate, you will analyze complex...  ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    H1b

    PwC

    Baltimore, MD
    3 days ago
  •  ...Jobs in United States Senior Vice President, Venture...  ...Credit IR and Product Management (Direct Lending) AVP...  ...Residential ABS / RMBS Citi Wealth Lending – Business...  ...Vice President, Asset Managers & Insurance Lending...  ...Credit- Senior Associate/ Vice President #J-188... 
    Senior
    Asset

    Siemens

    Baltimore, MD
    1 day ago
  • $144.21k - $344.2k

     ...more important than investing in our culture because...  ...currently seeking a Senior Manager to join our State and...  ...to partnerships for Asset Management clientsDeliver...  ...to multi-state companies with state and local...  ...with all local/state regulations regarding displaying... 
    Senior
    Asset
    Local area

    KPMG

    Baltimore, MD
    1 day ago
  •  ...offers a structured path to becoming a wealth manager through licensing and employment. Role...  ...timeline for successful completion of company‑sponsored required FINRA licenses and registrations...  ...impact and community engagement. Seniority level Entry level Employment type Full-... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Baltimore, MD
    2 days ago
  • $80k - $95k

     ...our missions). STScI seeks a Senior Accountant to provide maintenance...  ...all government and institutional assets within accounting and property management systems. Serves as a liaison directly...  ...with Federal Acquisitions Regulations (FAR), DCMA audit standards, Uniform... 
    Senior
    Asset
    Contract work
    Local area
    Relocation
    Relocation package

    Space Telescope Science Institute

    Baltimore, MD
    4 days ago
  •  ...more important than investing in our culture because...  ...seeking a Tax Senior Associate to join our Business...  ...and for a variety of Asset Management clients Work as part...  ...all local/state regulations regarding displaying...  ...abilities to adhere to company policies, exercise sound... 
    Senior
    Asset
    Local area

    KPMG

    Baltimore, MD
    4 days ago
  • $70k - $90k

     ...alternative application process. SENIOR STAFF ACCOUNTANT Full Time Senior Management Bond Distributing...  ...operations of a multi-company beverage distribution organization...  ...reports. Maintain fixed asset records and depreciation...  ...payroll tax and wage regulations. Assist with payroll... 
    Senior
    Asset
    Full time

    Bond Distributing Co

    Baltimore, MD
    3 days ago
  • $88k - $132k

    What You'll Be Doing The Senior Operations Analyst...  ...client facing Portfolio Management teams throughout a...  ...Preferred: Certificate in Investment Performance...  ...$24 billion of client assets and has offices in Baltimore...  ...preserve, build and manage wealth for 1919 Investment... 
    Senior
    Asset
    Flexible hours

    Stifel

    Baltimore, MD
    1 day ago
  • $150k - $200k

    Company OverviewEvery firm has a culture - the values, beliefs...  ...Advisory is an independent investment management and strategic advisory firm...  ...of the firm.Job SummaryThe Senior Business Analyst - Private...  ...action plans.Understanding of wealth and asset management business... 
    Senior
    Asset
    Full time
    Temporary work
    H1b
    Work at office
    Worldwide

    Brown Advisory

    Baltimore, MD
    4 days ago
  • $120k - $172k

     ...Vice President to join our Wealth Management Operations Strategy team. This...  ...particular focus on digital assets, including tokenization,...  ...digital asset products within a regulated financial institution,...  ...degree of autonomy, influence senior stakeholders, and shape the... 
    Asset
    Temporary work
    Local area

    Morgan Stanley

    Baltimore, MD
    2 days ago
  • $77k - $202k

     ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly...  ...relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We... 
    Senior
    Asset
    H1b

    PwC

    Baltimore, MD
    5 days ago
  • $91k - $321.5k

     ...Opportunity As a State & Local Senior Manager on the PwC Internal...  ...role in navigating complex tax regulations and optimizing tax positions for...  ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    H1b
    Local area

    PwC

    Baltimore, MD
    4 days ago
  • $132.5k - $172.5k

    Company OverviewEvery firm has a culture - the values, beliefs...  ...Advisory is an independent investment management and strategic advisory firm...  ...SummaryBrown Advisory is seeking a Senior Addepar Data Engineer /...  ...to help advance the firm’s Wealth and Asset Management data... 
    Senior
    Asset
    Full time
    Temporary work
    H1b
    Work at office
    Worldwide
    3 days per week

    Brown Advisory

    Baltimore, MD
    4 days ago
  • $97.76k - $204.59k

     ...one priority. With a wealth of learning and career...  ...currently seeking a Senior Associate in Enterprise Solutions...  ...Performance Management (EPM) methodologies and...  ...firm or publicly traded company and experience leading...  ...with all local/state regulations regarding displaying... 
    Senior
    H1b
    Work at office
    Local area

    KPMG

    Baltimore, MD
    4 days ago
  • $90k - $150k

     ...150,000 to $250,000+ in year one About the Senior Financial Advisor Role: Our client is an independent wealth management firm celebrating 20 years of fiduciary-first...  ...book of high-net-worth clients with investable assets ranging from $150K to $500K+, serving clients... 
    Senior
    Asset

    Right Executive Search, LLC

    Lutherville Timonium, MD
    2 days ago
  • $143.1k - $238.5k

     ...developing and managing new and...  ...Partners and Senior Leadership....  ...financial and related company, industry, management...  ...with Special Assets Department to...  ...the bank's investment. Complete timely...  ...clients with associated risks and...  ...Compliance Programs, regulations and policies... 
    Senior
    Asset
    Full time
    Temporary work
    Work experience placement
    Work visa
    Flexible hours

    Fulton Bank

    Cockeysville, MD
    1 day ago
  • $121k - $206k

     ...Senior Security Engineer Apply ( locations...  ...and actively invest in opportunities...  ...a premier global asset management organization with...  ...clients and our associates is good business...  ...or other highly regulated environments, with...  ...determined upon company and individual performance... 
    Senior
    Asset
    Full time
    Local area
    Remote work
    3 days per week

    T. Rowe Price

    Owings Mills, MD
    5 days ago
  •  ...Associate, Private Equity Sinclair Ventures...  ...is the direct investment arm of Sinclair,...  ...control investments companies generating $1540M...  ..." mandate: real assets, real services, real...  ...alongside the senior team. Small team,...  ...base, downside, management cases with a point... 
    Asset
    Permanent employment
    H1b

    Sinclair Broadcast Group

    Hunt Valley, MD
    4 days ago
  • $130k - $180k

     ...Biotech Associate Apply ( locations Baltimore...  ...identify and actively invest in opportunities to help...  .... As a premier global asset management organization with more...  ...to interact with company management teams (CEOs...  ...learn directly from our senior investment professionals... 
    Asset
    Full time
    Local area
    Remote work
    1 day per week

    T. Rowe Price

    Baltimore, MD
    16 hours ago
  •  ...Senior Analyst - Commercial Collections & Compliance Overview...  ...clear reporting for Operations, Asset Management, and Leadership. This role...  ...environment. CRC is a 60+ year-old company with a best-in-class...  ...focused on delivering exceptional investment results through nuanced and... 
    Senior
    Asset
    Work at office

    Continental Realty Corporation

    Baltimore, MD
    5 days ago
  • $77k - $202k

     ...now and in the future. As a Senior Associate, you'll work as part of a team...  ...and responsibilities for this management level include but are not...  ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    H1b
    Remote work

    PwC

    Baltimore, MD
    4 days ago
  • $76k - $125.3k

     ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...escalating complex tax and client relationship matters to senior management and subject‑matter professionals, coordinating... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    Baltimore, MD
    2 days ago
  •  ...9576About the RoleWe are seeking a Senior Meteorology Operations Manager to lead meteorological field operations...  ...); maintain documentation and asset lifecycle records.Manage data pipelines...  ...policies and applicable regulations; uphold operational security requirements... 
    Senior
    Asset
    Temporary work
    For contractors
    Remote work

    Kratos Defense & Security Solutions

    Glen Burnie, MD
    2 days ago
  •  ...will own core accounting processes in NetSuite, manage monthly closes, and strengthen reporting controls across the parent company and subsidiaries. This is a hands‑on position...  ...in NetSuite, including COGS, debt schedules, asset tracking, AP/AR, and other balance sheet... 
    Senior
    Asset
    For contractors
    Flexible hours

    Voiceflow

    Baltimore, MD
    4 days ago
  • $19.5 per hour

     ...Client Processing Associate – Launch Your...  ...Financial Services / Investment Management Ready to Take...  ...investment management company? We're seeking...  ...experience in wealth management and...  ...account setup Asset allocation requests...  ...policy-driven or regulated environment Administrative... 
    Asset
    Weekly pay
    Contract work
    Temporary work
    Work at office

    TEKsystems

    Owings Mills, MD
    1 day ago
  • $77k - $202k

     ...Applicable Specialism Data, Analytics & AI Management Level Senior Associate Job Description & Summary The Opportunity...  ...such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    2 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate. Be the first to apply!