Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The 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, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm. Responsibilities - Leading tax compliance workstreams and managing client expectations effectively
- Guiding teams in the preparation and filing of tax returns to meet regulatory requirements
- Utilizing analytical thinking to review and analyze financial data for tax compliance
- Developing and implementing strategies to optimize clients' tax positions while minimizing risks
- Building and maintaining relationships with clients to provide strategic tax planning advice
- Overseeing the drafting and submission of regulatory tax documents
- Promoting the use of innovative digital tools and practices in tax compliance processes
- Monitoring and analyzing financial trends to identify opportunities for tax savings
- Coaching and mentoring team members to enhance their skills and performance
- Validating adherence to professional and technical standards in all tax-related activities
- At least 4 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 opportunity
- Demonstrating proficiency in tax compliance and tax preparation
- Utilizing AI fluency and digital tooling for innovative solutions
- Managing complex projects with a focus on regulatory compliance
- Mentoring and developing team members to enhance performance
- Building strong client relationships through effective communication
- Embracing change and fostering a culture of inclusion and collaboration
- 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
$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax...AssetH1b$104.6k - $191.6k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, leveraging deep...AssetSummer holidayLocal areaFlexible hours$77k - $214k
...Asset & Wealth Management Tax Senior Associate The Opportunity As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns...AssetFull time$104.6k - $191.6k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, leveraging deep...AssetSummer holidayLocal areaFlexible hours$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...Work at officeLocal area- Insight Global's client, a leading Big 4 firm, seeks an experienced external auditor for its Asset & Wealth Management (AWM) practice. The role focuses on owning audit areas, guiding engagements, and delivering high-quality work for investment management clients in a fast...Asset
$77k - $214k
...Asset And Wealth Management - Renewable Energy Tax Senior Associate The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will...AssetFull timeH1b- ...with finance, investment, and HR teams internally. What we're looking for: ~8+ years of FP&A experience, ideally within asset management, wealth management, or an RIA ~ Deep experience with compensation analysis and modeling in a financial services setting ~...AssetFull time
- Jobot is recruiting a Senior Tax Manager / Tax Principal in New York City to deliver comprehensive tax compliance, planning, and advisory... ...-worth individuals and families. The role collaborates with wealth management teams to provide proactive tax guidance and strategic...
$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...for you!We are seeking a Tax Manager to join our growingPrivate Client... ...to income, estate, gift, and wealth transfer taxes.Serve as a primary...AssetFull timeLocal areaVisa sponsorship3 days per week- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes...AssetRemote work
$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax...AssetH1bLocal area$43.26 per hour
...trusted advisor to our clients. 2027 Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are located in New... .... The team’s success is measured not just by sales and asset growth, but also by the strength and depth of client relationships...AssetHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- Goldman Sachs Asset & Wealth Management is seeking a highly motivated individual to join the Business Strategy & Finance team within the Client Solutions Group. This role sits at the intersection of business strategy, financial management, compensation design, analytics...Asset
$136.6k - $142.5k
...BCG delivers solutions through leading-edge management consulting along with technology and design,... ...partner in a growing global team, providing U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients. You will work...AssetWork at officeLocal areaShift work$160k - $185k
...Title: Tax Manager, Mutual Funds Company: Investment Management / Asset Management Compensation: $160K - $185K base salary Location: San Diego, CA (Remote flexibility) About the Role Our client, a leading global investment management firm, is seeking...AssetFor contractorsRemote work$104.6k - $191.6k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You...AssetSummer holidayWork at officeFlexible hours$90k - $205k
...We're seeking someone to join our team as a Manager in Tax department to manage all aspects of IFRS tax provision preparation... ...offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is...AssetTemporary workInterim roleLocal area- ...Are you a CPA in Big 4 or top public accounting Asset Management / Financial Services Tax looking to make your first move in-house? Join one of the most established private equity firms in New York in a high-visibility, 2-person tax team with broad exposure across...AssetFull timeRemote workFlexible hours
$73.5k - $212.28k
...Applicable Specialism IFS - Finance Management Level Manager Job Description &... ...The Opportunity As a Partner Tax Preparation Advisor Manager, you will provide... ...customer information, handling proprietary assets, or collaborating closely with team...AssetH1b$250k
...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory Firm Firm Overview Dynamic 800M+ AUM RIA seeks a Senior... ...to provide comprehensive financial planning and asset management. Not a sales role; no portable book of business required...AssetFull time- ...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...AssetFlexible hours
- ...contract - Hybrid model - even one day a week is okay! JOB DESCRIPTION Join a leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role is ideal for experienced external auditors who have worked...AssetContract work1 day per week
- ...Thorntons responsive partner-led Tax service teams help dynamic... ...and local tax services private wealth services tax reporting and advisory... ...and Responsibilities Manage direct and monitor multiple client... ...services industry primarily asset management; provide innovative...AssetFull timeWork at officeLocal area
$150k - $200k
...Overview A multi-strategy, multi-manager hedge is looking to appoint a Tax Manager to join its New York or... ...charitable giving strategies, and wealth transfer initiatives. Assist with... ...Direct familiarity with hedge fund / asset management flow-through pickup preferred...AssetWork at officeLocal area- JPMorgan Asset Management in New York seeks a Vice President, Product Manager for 55ip to lead product strategy, collaborate with engineers... ...metrics, drive roadmaps, and ensure delivery of cutting-edge wealth management products, leveraging analytics and custodial integrations...Asset
$126.1k - $210.1k
...to 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! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetSummer holidayLocal areaImmediate startFlexible hours- ...Company Description Evolve Private Wealth is an independent, employee-owned registered... ...modern family office, integrating investment management, tax strategy, estate planning coordination,... ..., including exposure to alternative assets ~ Experience with Addepar a plus ~ CFP...AssetFull timeWork at office
$130.6k - $343.6k
...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 Business Tax Advisory practice gives you the opportunity to focus on US...AssetSummer holidayLocal areaImmediate startFlexible hours
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