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
$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$77k - $214k
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...help to build a better working world. Tax - Business Tax Services Fiduciary/Trust... ...Financial Services Organization - Services Manager Overview EY is a leader in serving the... ...clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate,...AssetSummer holidayFlexible hours- ...SENIOR TAX ACCOUNTANT (CPA/EA) Our client is an award-winning, multigenerational RIA firm based in CT, recognized as one of... ...InvestmentNews. This modern, culture-driven firm provides integrated wealth management and tax advisory services to clients across Connecticut....Work at officeLocal area
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...Engines in Farmington, CT is looking for a Director of Financial Planning to provide objective financial advice and asset management. This role focuses on serving clients' best... ...will have direct client-facing experience in wealth management, and an active Series 65 license...Asset- Coastal Wealth Management is looking for experienced Financial Advisors to join their team in Mystic and Glastonbury, CT. This is a full-time... ...opportunity to accelerate your career through a competitive asset matching program and strong operational support. With a focus...AssetFull time
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...Grant Thornton is seeking a Corporate Tax Manager to join our team in Boston, MA or Hartford, CT. As the Corporate Tax Manager, you’ll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$85k - $95k
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$73.5k - $212.28k
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