Asset & Wealth Management Tax Senior Manager
$124k - $335kPricewaterhouseCoopers
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
$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...SeniorAssetFull timeH1b$77k - $214k
...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, and helping clients navigate complex tax rules...SeniorAssetFull timeH1b$99k - $266k
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...AssetH1b$110k - $140k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions... ...and managing over $20 billion in assets. We are looking for passionate... ...Partners. Role Overview Senior Tax Accountants are responsible for...SeniorAssetWork experience placementWork at officeLocal areaFlexible hoursShift work$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...SeniorAssetH1bShift work- ...future team member for the role of Senior Vice President, Fiduciary to join our Wealth Management team. This role is located in... ...generating revenue through self-sourced assets, referrals, and future fee... ...clients, prospects, and legal, tax, and insurance advisors. ~...SeniorAssetWorldwide
$170k - $220k
...Description Walter Shuffain is seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage... ...including fiduciary, estate, and gift tax returns), advising on wealth preservation and transfer strategies, reviewing trust and...Senior$124k - $335k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...a deeper level of sophistication. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetH1b$110k
...contribute to broader knowledge development and proprietary assets. Additionally, you will be an active member of the global... ...domains, e.g., Retail banking, Corporate & Investment Banking, Wealth & Asset Management, Fintech and Insurance. The Retail Banking team within PFIC...SeniorAssetApprenticeshipEasy work$170k - $220k
...WS Advisors is seeking a driven and growth‑oriented Senior Tax Manager to take on a leadership role across client engagements, firm initiatives, and practice growth. This is a high‑visibility position designed for someone who is ready to step into a partner‑track trajectory...Senior$144k - $175k
...0.6 billion of equity, debt, and tax equity to support completion of its... ...projects and operates and manages a total of 7.4 GW on behalf of Longroad... ..., LLC, and MEAG MUNICH ERGO Asset Management. Job Purpose Reporting to the Senior Tax Manager, the Tax Manager will...AssetWork experience placementWork at office3 days per week- ...Compliance Manager Reporting to the AVP, Chief Compliance Officer, the Compliance Manager is a member of the Global Wealth and Asset Management (GWAM) U.S. Retail & Wealth Compliance Team.... ...and strategic initiatives. The Senior Compliance Manager partners closely...SeniorAssetFlexible hours
$150k - $160k
My client, a growing Investment Management Firm is looking to hire a Senior Tax Manager or Tax Manager to join the team. The Senior Tax Manager will join a 7 person team and report to the Director of Tax. Compensation for this position is $150-160K + 25-35% bonus so an...SeniorSummer workWork at officeImmediate start$175k - $225k
...Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven... ...endowments, foundations, and sovereign wealth funds. We harness advanced technology,... .... Position Overview: The Senior AI Engineer is a senior technical leader...SeniorAssetCasual workWork at officeWorldwideFlexible hours3 days per week$170k - $230k
...career.Join us as a Relationship Manager IVBBH Capital Partners (“BBH... ...have generated their wealth from a previous or ongoing private... ...work with our private equity and senior debt investment teams. We operate... ...continuing to maintain their assets at BBH, referring their...AssetFull timeWork at officeLocal area- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...seeking a Tax Associate or Tax Senior Associate to join our Business Tax Services... ...entities and partnerships for a variety of Asset Management clientsWork as part of a multi-...SeniorAssetLocal area
- ...technology company that automates the management of private investments,... ...of investing across asset classes. Private investments... ...hiring a high-performing Senior Account Executive to drive new... ...Have previously worked in wealth management, a family office,...SeniorAssetFull timeWork at officeRelocation
$141.9k - $284.9k
...group, you will be responsible for providing tax consulting and advisory services around... .../reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service... ...through cost segregation, fixed assets, and repairs and maintenance analyses. Strong...SeniorAssetWork at officeLocal area$225k - $250k
Acadian Asset Management is a global, systematic investment manager at the... ..., foundations, and sovereign wealth funds. We harness advanced technology... ...and strategic Director of Tax to establish and lead the... ...role will serve as the firm's senior tax advisor, responsible for...AssetCasual workWork at officeWorldwideFlexible hours3 days per week$124k - $335k
The Opportunity As a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetH1bLocal area$105k - $120k
...Company Overview A leading global private investment firm with approximately $215 billion in assets under management is seeking a Tax Senior Associate to join its Tax Department in Boston. The role focuses on tax compliance and reporting for the Credit&Global Special Situations...SeniorAssetLocal area$76.32k - $127.21k
...motivated and qualified Senior Financial Planner to support... ...Net Worth Services, and Tax Planning. Maintain knowledge of all Wealth Planning offerings.... ...retirement, personal wealth management, risk management, and... ...brokerage and advisory assets on behalf of approximately...SeniorAssetWork at officeWork from home$52k - $94.12k
...Private Equity and Real Assets Fund Services business... ...our customers. As a Senior Associate you will be responsible... ...Preparing management, annual and incentive fee... ...client contacts, auditors, tax, lawyers and banking... ...match your needs. And our wealth of development programs...SeniorAssetFull timeTemporary workFlexible hours$95k - $115k
...Morgan Stanley Investment Management (“MSIM”), together with its investment... ...25 countries with $1.9 Tn in assets under management or... ...worldwide. The Sales Data Senior Associate role sits at the intersection... ...within US Intermediary, wealth management, or advisor-...SeniorAssetFull timeTemporary workWorldwide- ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice... ...and cash-flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing...SeniorPrivate practiceWork at office
$90k - $110k
...that provides investment management services to... ...investors and private wealth clients. The organization... ...$16 billion in client assets. Boston Trust Walden distinguishes... ...applicant. Position: Senior Accountant The Senior Accountant... ...and forecasting; tax and regulatory...SeniorAssetFull timeWork at officeRemote workFlexible hours3 days per week$100k
...an AI-native organic growth partner for wealth management firms. Since launching from Cambridge's... ...than $80 billion in potential client assets connect with 13,000 trusted advisors. Our... ...About the Role We're looking for a Senior Account Executive to source, pursue, and...SeniorAssetWork at officeFlexible hoursShift work- ...inadequate savings, and no meaningful wealth, with deeply harmful consequences for... ...Position Overview Commonwealth is seeking a Senior Marketing Manager (SMM) to join our team. The role will... ...management for projects and assets Act as marketing contact and liaison with...SeniorAssetTemporary workLocal areaImmediate start
$225k - $337.5k
...Markets (“SSM”) is looking for a Senior Managing Director (“SMD”) to join the... ...all supported strategies and asset classes Collateral... ...funds, pensions funds, sovereign wealth funds and central banks ~ Master... ...) eligibility for certain tax advantaged savings plans...SeniorAssetTemporary workFlexible hoursShift work$106k - $135k
...financial planning, investment management, business management, tax, estate, insurance, and... ...with up to $70 billion in assets. The Barron's top RIA... ...work in conjunction with our wealth advisors to provide tax compliance... ...for a team of Senior Tax Associates, Tax Associates...AssetTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Senior Manager. Be the first to apply!
- wealth manager Boston, MA
- wealth management consultant Boston, MA
- wealth management advisor Boston, MA
- hedge fund private equity tax manager Boston, MA
- tax manager public accounting Boston, MA
- senior tax director Boston, MA
- international tax director Boston, MA
- senior international tax manager Boston, MA
- sales & use tax manager Boston, MA
- sr tax manager Boston, MA





