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

Asset & Wealth Management Tax Senior Manager

$124k - $335k

PricewaterhouseCoopers

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations.As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm.In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.Responsibilities- Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations- Reviewing and analyzing financial data to prepare and file accurate tax returns- Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning- Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes- Directing teams through complex situations, demonstrating composure and strategic problem-solving- Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams- Making informed decisions and taking action to resolve issues hindering team effectiveness- Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements- Building and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must Have- At least a Bachelor's degree- At least 6 years of experience- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart- Demonstrating advanced skills in tax compliance and auditing- Utilizing strategic questioning to drive asset management solutions- Excelling in drafting and preparing complex tax documents- Leveraging analytical thinking for financial statement analysis- Applying project management skills to regulatory compliance consulting- Building relationships through effective communication and influence- Adapting to change with intellectual curiosity and learning agilityTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $124,000 - $335,000. 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: NY-New York; CA-Irvine; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; NY-Melville; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; NJ-Florham Park; CA-San Francisco; TX-Fort Worth; CA-Silicon Valley; PA-Philadelphia; CT-Hartford; TX-HoustonType: Full time

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Senior Manager in New York, NY vacancy
  • $130.6k - $343.6k

     ...,600 - $343,600Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply...  ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...compliance and reporting initiatives.As a Senior Manager in GIRW, you will play a... 
    Senior
    Asset
    Summer holiday
    Local area
    Immediate start
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    3 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset... 
    Senior
    Asset
    Full time
    H1b

    PwC

    New York, NY
    4 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients... 
    Senior
    Asset
    Full time
    H1b

    PwC

    New York, NY
    14 hours ago
  • $99k - $266k

     ...Asset And Wealth Management Tax ManagerThe Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice... 
    Asset

    PwC (US)

    New York, NY
    1 day ago
  • $250k

     ...Job Description Senior Wealth Advisor \n Midtown Manhattan \n Boutique Wealth Advisory Firm \n \n Firm Overview \n...  ...relationships to provide comprehensive financial planning and asset management. \n \n Not a sales role; no portable book of business... 
    Senior
    Asset

    Leah Yosef International

    New York, NY
    21 days ago
  • $77k - $214k

     ...SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior...  ...Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b

    PwC

    New York, NY
    3 days ago
  • $150k - $175k

    Company Overview: A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role focuses on delivering comprehensive tax compliance and planning services to high-net-worth clients while providing leadership... 
    Senior
    Work at office
    Local area

    Landing Point

    New York, NY
    4 days ago
  • EY is a global leader in professional services, delivering tax, advisory, and assurance with a focus on financial services. The Financial Services Organization (FSO) EDGE Wealth and Asset Management team provides specialized tax support for hedge funds, private equity,... 
    Asset

    EY

    New York, NY
    2 days ago
  • Jobot is recruiting a Senior Tax Manager / Tax Principal in New York City to deliver comprehensive tax compliance, planning, and advisory services...  ...-worth individuals and families. The role collaborates with wealth management teams to provide proactive tax guidance and... 
    Senior

    Jobot

    New York, NY
    4 days ago
  • $81.9k - $135.1k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...Engine) practice provides specialized tax technical services to U.S. and global...  ...for the asset management industry. As a senior analyst, you’ll collaborate with experienced... 
    Senior
    Asset
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    14 hours ago
  •  ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more... 
    Senior
    Asset
    Flexible hours

    UBS

    New York, NY
    2 days ago
  • $104.6k - $191.6k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...Engine) practice provides specialized tax technical services to U.S. and global...  ...clients and escalate complex matters to senior management and subject-matter professionalsLead... 
    Asset
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago
  • BBR Partners Llc is a premier wealth management firm providing investment and advisory services to high-net-worth individuals and families in...  ...and Wealth Advisory leads daily client portfolio management, asset allocation, and monitoring, while coordinating with external... 
    Senior
    Asset

    BBR Partners

    New York, NY
    2 days ago
  •  ...headquartered in New York, NY, and is seeking a Senior Relationship Manager to oversee strategic initiatives in wealth management. You will coordinate across GWIM, Consumer...  ...enhance client outcomes and expand third‑party asset manager partnerships. Travel may be required.... 
    Senior
    Asset

    Jobleads-US

    New York, NY
    14 hours ago
  •  ...Our client, a global top-10 sovereign wealth fund , is looking to hire a Senior Associate / Associate into its Americas Real Estate Investments...  ...of real estate investment, development oversight and asset management, supporting senior management while taking ownership... 
    Senior
    Asset
    Full time

    Delta Executive Search

    New York, NY
    1 day ago
  •  ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that...  ...and what we stand for as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice.... 
    Senior
    Asset
    Local area

    KPMG

    New York, NY
    1 day ago
  •  ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager, Business Development to manage a portfolio of strategic wealth platform relationships, including wirehouses, private banks, and RIAs. You will drive long-term revenue... 
    Senior
    Asset

    Jobleads-US

    New York, NY
    3 days ago
  •  ...Brookfield Asset Management in New York seeks a Senior Account Manager, Business Development to grow a portfolio of wealth-platform partnerships and accelerate advisor adoption. You will lead strategic relationship management with wirehouses, private banks, RIAs, and other... 
    Senior
    Asset

    Jobleads-US

    New York, NY
    3 days ago
  •  ...Senior Fiduciary Tax Manager, Private Banking - Trust & Fiduciary Services / Personal Trust Location: New York, NY, US, 10001 Brand: HSBC...  ...reviews Support correct tax treatment of complex trust assets (e.g., closely held businesses, real estate and special investments... 
    Senior
    Asset

    HSBC Holdings plc

    New York, NY
    1 day ago
  • $211.28k - $316.92k

     ...Category: Private Client Product ServicesCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire...  ...Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific... 
    Senior
    Asset
    Full time

    Citigroup

    New York, NY
    3 days ago
  • $124k - $335k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &...  ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    New York, NY
    2 days ago
  • $126.1k - $253k

     ...practice serves a range of clients in the asset management, capital markets, financial institutions...  ...national resources. Our team focuses on tax compliance and tax consulting for some...  ...-known funds in the industry.  As a Tax Senior Manager, you will be responsible for the... 
    Senior
    Asset
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    New York, NY
    4 days ago
  • BNY is seeking a Senior Vice President, Communications, based in New York, to lead...  ...for client businesses across investment management, private wealth, and advisor-facing wealth platforms....  ...amplifying BNY's leadership on AI, digital assets, and other industry shifts. The role... 
    Senior
    Asset
    Shift work

    BNY

    New York, NY
    3 days ago
  •  ...0We’re seeking a future team member for the role of Senior Vice President and Counsel to join our Wealth Legal team. This person can sit in Pittsburgh, PA or...  ..., we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough... 
    Senior
    Asset
    Full time
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    New York, NY
    2 hours ago
  • $175k - $225k

     ...world’s preeminent financial advisory and asset management firms. Our people and culture make the...  ...and for careers to take flight. Our wealth management business ( Lazard Wealth )collaborates...  ...’s risk/reward profile, objectives, and tax status; determining appropriate asset... 
    Senior
    Asset
    Work experience placement
    Local area
    Shift work

    Lazard, Inc.

    New York, NY
    14 hours ago
  • $192k - $269k

     ...Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating...  ...retirement company fueled by world-class asset management. But weʼre not just another... 
    Senior
    Asset
    Work experience placement
    Work at office

    TIAA

    New York, NY
    1 day ago
  • $124k - $335k

     ...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior...  ...a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and guidance...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b

    PwC

    New York, NY
    14 hours ago
  • $124k - $335k

     ...Industry/Sector Not Applicable Specialism International Tax Services Management Level Senior Manager Job Description & Summary The Opportunity As...  ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate... 
    Senior
    Asset
    H1b

    PwC

    New York, NY
    3 days ago
  • $147.4k - $336.8k

     ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...  ...then come join our dynamic FSO team! As a Real Estate Tax Senior Manager, you will lead the design and execution of... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    Ernst & Young

    New York, NY
    more than 2 months ago
  • $124k - $335k

     ...Industry/Sector Not Applicable Specialism International Tax Services Management Level Senior Manager Job Description & Summary As a Financial Services...  ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate... 
    Senior
    Asset
    Fixed term contract
    H1b
    Local area
    Shift work

    PwC

    New York, NY
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management Tax Senior Manager. Be the first to apply!