Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
Industry/Sector
Asset and Wealth Management Specialism
Industry Tax Practice Management Level
Director 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 their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders. Responsibilities - Define strategic direction for the Default team
- Lead initiatives in business development and client relations
- Oversee multiple projects maintaining exceptional delivery
- Build and maintain executive-level client relationships
- Mentor and guide the next generation of leaders
- Advocate for digitization and automation in tax advisory
- Adhere to professional and technical standards
- Foster a collaborative environment where technology thrives What You Must Have - Bachelor's Degree
- 6 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 - Master's Degree in Accounting, Taxation preferred
- Proficiency in managing tax compliance for various business entities
- Proficiency in fiduciary income tax returns and compliance
- Collaboration with tax practitioners and business managers
- Skilled in preparing and reviewing thorough tax returns
- Written and verbal business communication skills
- Proficiency in problem-solving and creative solutions
- Leadership in generating new business and proposal writing
- Proficiency in automation and digitization in tax services We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements
Up to 20% Job Posting End Date The salary range for this position is: $150,000 - $438,000. 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:
Asset and Wealth Management Specialism
Industry Tax Practice Management Level
Director 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 their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders. Responsibilities - Define strategic direction for the Default team
- Lead initiatives in business development and client relations
- Oversee multiple projects maintaining exceptional delivery
- Build and maintain executive-level client relationships
- Mentor and guide the next generation of leaders
- Advocate for digitization and automation in tax advisory
- Adhere to professional and technical standards
- Foster a collaborative environment where technology thrives What You Must Have - Bachelor's Degree
- 6 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 - Master's Degree in Accounting, Taxation preferred
- Proficiency in managing tax compliance for various business entities
- Proficiency in fiduciary income tax returns and compliance
- Collaboration with tax practitioners and business managers
- Skilled in preparing and reviewing thorough tax returns
- Written and verbal business communication skills
- Proficiency in problem-solving and creative solutions
- Leadership in generating new business and proposal writing
- Proficiency in automation and digitization in tax services We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements
Up to 20% Job Posting End Date The salary range for this position is: $150,000 - $438,000. 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:
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Director in New York, NY vacancy
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas$225k - $250k
...collaborative, high-performing team at Macquarie Asset Management in New York, where you will enjoy... ...role will you play? You will oversee tax structuring, reporting, and compliance for... ...Alternative Investment products within Wealth Management and Credit and Insurance. Your...AssetTemporary workWork experience placementWork from homeFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1b$200k - $275k
## Director/MD, National Accounts - Private Wealth SolutionsApplylocations: New York, New Yorktime type: Full timeposted on: Posted 5... ...leading, highly diversified global investment manager with approximately $55 billion of assets under management as of December 31, 2025....AssetPermanent employmentLocal areaWorldwideHome office- ...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
$250k - $300k
...Blue Owl Capital Holdings LLC in New York is seeking a Tax Managing Director to lead the tax function for our Alternative Credit business, managing... ...candidates will possess 17+ years of tax experience in asset management and hold an advanced degree in Taxation or Accounting...Asset$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$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! EY’s FSO tax practice provides comprehensive and specialized tax...AssetWork experience placementSummer holidayLocal areaFlexible hours$175k - $200k
...is a global alternative investment management firm focused on pursuing outperformance... ...private markets, across all major asset classes, with a significant focus on... ...Description The US Systematic Wealth team is looking to hire a Tax Manager supporting Man's US tax aware...AssetTemporary workWork at officeLocal areaFlexible hours$225k
...Wealth Strategy Specialist – Responsibilities The Wealth Strategy Specialist distributes advanced strategy solutions for... ...dealers, ensuring client satisfaction and driving growth of assets under management. Represent product distribution within broker‑dealer wire...Asset$150k - $200k
...This role focuses on enhancing the growth of the Real Assets platform and involves close collaboration with the private wealth sales team. The ideal candidate will have over 7 years of experience in asset management, particularly in real estate, along with strong communication...Asset$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This... ...that recently surpassed $30 billion in assets under management. Known for strategic... ...investment management, advanced tax planning, and multi‑generational wealth...AssetRemote jobFull timeWork at officeFlexible hours- ...Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. Strengthening... ...society. We are repositioning our specialist asset management business to meet client demand and are... ...KEY RESPONSIBILITIES Serve as primary tax resource for the Americas region. The...AssetTemporary workWork experience placementImmediate startFlexible hours
$102.1k - $187k
...go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...AssetSummer holidayWork at officeRemote workFlexible hours- Ernst & Young Oman seeks a Manager in Private Tax to provide personal tax advice and compliance support to business owners and families. You'll... ...solutions and navigate challenges involving family governance and wealth transfer. This role requires a Bachelor's degree, CPA...
- Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM). The team manages over $50B in AUM across active and passive tax‑aware... ...an accommodation. J.P. Morgan Asset & Wealth Management delivers industry‑leading investment...AssetFull timeWork experience placement
$134k - $348.5k
Specialty/Competency: Assurance Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% Opportunity... ...and Wealth Management - Regulatory Reporting Specialist - Director, you will play a pivotal role in guiding clients through complex...AssetFull timeH1b$95.4k - $180.4k
...increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business... ...resources, investment operations, tax, technology, risk, and philanthropy... ...and business strategy within the asset management, private equity, or...AssetTemporary workWork experience placementInternshipWork at officeLocal area$130k - $175k
A leading asset management firm in New York is seeking a Product Specialist in Private Wealth. The role involves providing detailed investment information to stakeholders, analyzing the competitive landscape, and collaborating with various teams. Candidates should have...Asset$250k
A leading investment bank is seeking a Vice President to join their Asset & Wealth Management team in New York, NY. The role requires a minimum of 5 years of investment banking experience, particularly in M&A transactions. Candidates should possess strong analytical and...Asset$250k
Investment Banking Vice President - Financial Services Group - Asset & Wealth Management page is loaded## Investment Banking Vice President - Financial Services Group - Asset & Wealth Managementremote type: In Officelocations: New York, NYtime type: Full timeposted on:...Asset$175.84k - $263.76k
...The Lead Counsel, Wealth Capital Markets is a senior level position responsible for providing... ...the trading documentation for multi-asset OTC derivatives, Exchange-Traded Derivatives... ...by proactive engagement and active management of legal issues, escalating novel situations...AssetFull time- A leading financial services firm is seeking an Associate for its Asset Wealth Management Strategy team in New York. The successful candidate will be involved in strategic projects, conducting detailed analyses, and collaborating with senior management. A background in...Asset
- .... In this role, you will focus on raising assets and expanding market share for our real estate products through the Private Wealth channel. You will lead efforts in developing... ...along with a robust understanding of real estate investment management. #J-18808-Ljbffr AumniAsset
- A leading financial services firm in New York is seeking a Vice President for its Asset & Wealth Management division. The role involves leading a team of quantitative strategists to enhance sales effectiveness through analytics. Ideal candidates will have 6-8 years of experience...Asset
- A leading global investment solutions firm is seeking a Marketing Manager to drive strategies for asset management and wealth channels. The ideal candidate will have over 10 years of marketing experience in financial services, focusing on index-linked products. This role...AssetFlexible hours
- A leading global professional services firm is seeking a Manager Consultant in Asset & Wealth Management to support clients in aligning their operating models with business strategies. Candidates should have experience in asset management, familiarity with investment systems...Asset
- ...This role will play a pivotal part in managing the day-to-day operations of the tax function and will support senior leadership in the development and rollout... .... Based in New York City, our firm is a global asset manager, and the tax group operates under the direction...Asset
$100k - $160k
The Goldman Sachs Group is seeking a motivated Analyst / Associate for its Asset & Wealth Management Corporate Development team in New York. This role focuses on M&A, partnerships, and business strategy, providing a unique chance to engage with senior leadership and contribute...Asset$250k - $300k
Apollo Global Management, Inc. in New York is seeking an experienced professional to represent their... ...real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving strategic asset under management (AUM) growth while acting...Asset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Director. Be the first to apply!
Related searches
- senior asset manager New York, NY
- regional asset protection manager New York, NY
- IT asset manager New York, NY
- digital asset manager New York, NY
- asset protection manager New York, NY
- fixed asset manager New York, NY
- wealth management consultant New York, NY
- wealth management advisor New York, NY
- wealth manager New York, NY
- state tax manager New York, NY


