Asset & Wealth Management Tax Director
PwC (US)
Financial Services Tax Practice Director
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 organizations 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 realize 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
$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career... ...progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers,...AssetFull timeH1bLocal areaOverseas$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$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1b$116.2k - $212.9k
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...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- ...Wealth Management Associate The Wealth Management Associate is responsible for supporting advisor... ...agency. The position reports to the Director of Wealth Management, is classified as... ...Advisory vs. brokerage frameworks Basic asset allocation concepts Model‑based and program...AssetHome office
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...Specialty/Competency: Industry Tax Practice Industry/Sector:... ...& Capital Markets Tax Director, you will focus on providing... ...services Leading project management initiatives in banking and capital... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b$140k - $200k
...This opportunity is with a reputable organization in the Asset Management industry. The company is a mid-sized, well-established private... ...or Debt experience would be ideal ~Oversee and manage all tax compliance activities, ensuring adherence to federal, state, and...AssetLocal area- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...Business Tax Services practice. Responsibilities: Support Tax Managers and Partners in the day-to-day management of client portfolio...AssetFull timeLocal area
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...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...practice gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will...AssetFull timeSummer holidayFlexible hours$62.5k - $87.5k
Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and... ...of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120...AssetWork experience placement- ...Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial... ...corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level...AssetTemporary workWork experience placementWork at officeLocal areaFlexible hours
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...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! The International Tax and Transaction Services practice is comprised of three...AssetWork experience placementSummer holidayFlexible hours- Provides wealth planning consultations and support to Vanguard's clients... ...within the Advice and Wealth Management (AWM) division advising our... ...estate planning, income tax and financial planning analysis... ...instrumental role in making sure the assets our clients have worked hard...AssetRemote jobWork experience placementWork at officeRelocation package
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...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory... ...advice at the intersection of Tax Planning, Financial Planning, and investment... ...overall balance sheet, including asset allocation, investment management,...AssetFull timeWork at officeLocal areaRemote workFlexible hours$73.5k - $212.28k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...team member's unique strengths, and managing performance to deliver on client expectations... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- In the assigned Job Role of Domain Consultant 2, your Area Of Responsibility will be as below: Analyze client business processes to identify optimization opportunities and align them with industry-specific standards and best practices Facilitate benchmarking studies, ...Asset
$124k - $335k
...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable... ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...Tax Manager, High Net Worth Charlotte, North Carolina, United States Join Frazier & Deeter and be a part of a rapidly growing top... .... You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and...Work at officeLocal area
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