Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management - Tax Senior Associate

$77k - $214k

PricewaterhouseCoopers

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 strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Respond effectively to the diverse perspectives, needs, and feelings of others.

Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

Use critical thinking to break down complex concepts.

Understand the broader objectives of your project or role and how your work fits into the overall strategy.

Develop a deeper understanding of the business context and how it is changing.

Use reflection to develop self awareness, enhance strengths and address development areas.

Interpret data to inform insights and recommendations.

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

  • Lead digitization and automation efforts

  • Solve intricate tax challenges

  • Mentor and guide junior team members

  • Foster and sustain client relationships

  • Gain thorough understanding of business contexts

  • Navigate complex tax scenarios effectively

  • Grow personal brand and technical skills

  • Uphold exceptional professional and technical standards

What You Must Have

  • Bachelor's Degree in Accounting

  • 2 years of experience

  • Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

What Sets You Apart

  • Innovating through new and existing technologies

  • Experimenting with digitization solutions

  • Working with large, complex data sets

  • Building models and leveraging data visualization tools

  • Exposure to pricing and client worth

  • Reviewing contracts and finding new pricing options

  • CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

  • Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

The salary range for this position is: $77,000 - $214,000. 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:

#LI-Hybrid

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Portland, OR vacancy
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC...  ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Portland, OR
    2 days ago
  • $77k - $214k

     ...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance...  ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex... 
    Senior
    Asset

    PwC (US)

    Clackamas, OR
    3 days ago
  • $124k - $335k

     ...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the... 
    Senior
    Asset
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    Portland, OR
    1 day ago
  •  ...Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: • assist financial advisors in...  ...client's goals • develop customized asset allocation strategies and investment... 
    Senior
    Asset
    Flexible hours

    UBS

    Portland, OR
    3 days ago
  • $81.13k - $164.57k

     ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-...  ...firm KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary... 
    Senior
    Asset
    Local area

    KPMG

    Portland, OR
    2 days ago
  • $81.13k - $164.57k

     ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  .... KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-... 
    Senior
    Asset
    Local area
    Remote work

    KPMG

    Portland, OR
    1 day ago
  • $170k - $210k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is...  ...Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    8 days ago
  •  ...holistic planning, Coldstream Wealth Management could be the perfect next...  ...the team is now adding a Senior Wealth Management Associate position. This...  ...flow, long-term plan, and asset allocation decisions Prepare...  ...Oversee annual tax reporting and completion... 
    Senior
    Asset
    Work at office
    Remote work
    3 days per week

    Coldstream Wealth Management

    Portland, OR
    15 days ago
  • $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... 
    Asset
    Full time
    H1b

    PwC

    Portland, OR
    4 days ago
  • $76k - $125.3k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team...  ...and client relationship matters to senior management and subject‑matter professionals... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    Portland, OR
    4 days ago
  • $175k - $227.5k

     ...the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure...  .... What You’ll Be Responsible For Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and... 
    Senior
    Asset
    Work at office
    Flexible hours

    Circle

    Portland, OR
    4 days ago
  • $132.7k - $303.2k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Portland, OR
    11 hours ago
  • $150k - $250k

     ...big career move with Aprio. Join Aprio's Wealth Management team and you will help clients maximize...  ...contextual advice at the intersection of Tax Planning, Financial Planning, and...  ...their overall balance sheet, including asset allocation, investment management, wealth... 
    Asset
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Portland, OR
    1 day ago
  •  ...Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work....  ...exceptional client service, manage office communication, and support...  ...team in a growing independent wealth management firm with nearly $1 billion in assets under management. #J-18808-Ljbffr... 
    Asset
    Full time
    Work at office

    Sanctuary Wealth Group LLC

    Beaverton, OR
    11 hours ago
  •  ...corporate secretarial, contract management, real estate transactions,...  ...AML name screening procedures associated with client transactions and...  ...financial transaction processing and asset management. We offer a...  .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-... 
    Senior
    Asset
    Contract work
    Part time
    Local area

    JP Morgan Chase

    Portland, OR
    15 hours ago
  •  ...Senior Project Manager - Enterprise Asset Management About this position About Avèro Advisors Avèro Advisors is a fast-growing boutique management consulting...  ...within the overall system implementation and its associated integrations or various service methodologies. This... 
    Senior
    Asset
    Local area

    Avero Advisors

    Portland, OR
    11 hours ago
  •  ...sports memorabilia, and other digital assets; and bet as the company builds its Sportsbook...  ...professional sports leagues, players associations, teams, colleges, college conferences...  ...sports fans globally. Role Overview As Senior Manager, Operations, you will lead the end-to-... 
    Senior
    Asset

    Fanatics

    Tigard, OR
    1 day ago
  • $172.5k - $222.5k

     ...more open, global economy through digital assets, payment applications, and programmable...  ...For As part of the Global Risk Management (GRM) team, you will play a key role in...  ...identified, mitigated, and reported to senior management and regulators where required... 
    Senior
    Asset
    Local area
    Flexible hours

    Circle

    Portland, OR
    3 days ago
  • $91.35k

    Relocation Assistance Provided I. Job Summary Manages the full fleet of primary and secondary equipment within the assigned area...  ...objectives. Span of Control: 2 - 4 locations and /or 50 to 99 assets. II. Essential Duties and Responsibilities * Continually... 
    Senior
    Asset
    Full time
    Temporary work
    Local area
    Relocation package

    Waste Management, Inc. (WM)

    Portland, OR
    3 hours ago
  •  ...Senior Project Manager Duration: 6 Months Location: Portland, OR - Hybrid 3 days per week Job Description Prepare and submit required PMO...  ...and the ability to quickly learn company-specific systems for assets, financial, and project management. Strong analytical,... 
    Senior
    Asset
    For contractors
    3 days per week

    BizTek People

    Portland, OR
    3 days ago
  • $65k - $80.2k

     ...Wealth Management Advisor The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products...  ...investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture... 
    Asset
    Temporary work
    Work experience placement

    U.S. Bancorp

    Gresham, OR
    1 day ago
  • $75k - $130k

     ...Senior Account Executive CompuNet values its people more than any other asset—and realizes the contributions made by each employee are a reflection of their education,...  ...customers and work in conjunction with our Account Managers (inside sales) to manage customer... 
    Senior
    Asset
    Flexible hours

    CompuNet, Inc

    Portland, OR
    3 days ago
  • $91.35k - $116.45k

     ...Relocation Assistance Provided I. Job Summary Manages the full fleet of primary and secondary equipment within the assigned area...  ...objectives. Span of Control: 2 – 4 locations and /or 50 to 99 assets. II. Essential Duties and Responsibilities Continually focuses... 
    Senior
    Asset
    Temporary work
    Work experience placement
    Relocation package

    wm

    Portland, OR
    5 days ago
  • $65k - $82k

     ...Position : Client Associate (Wealth Management) Location : Beaverton, Oregon Work Model : Full-Time | In-Office Monday-Friday Firm : NBC Capital...  ...and wealth management solutions. With nearly $1 billion in assets under management, we have built our reputation on trust, exceptional... 
    Asset
    Full time
    Work at office
    Monday to Friday

    Sanctuary Wealth Group LLC

    Beaverton, OR
    1 day ago
  • $151.02k - $177.67k

     ...ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon,...  ...dollars each year to community organizations. As a Senior Commercial Relationship Manager , you'll drive growth by building meaningful partnerships... 
    Senior
    Asset
    Local area

    Banner Bank

    Beaverton, OR
    2 days ago
  •  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to...  ...relationships. The combined business has approximately 400 billion in assets under management and 4,000 advisors who work out of 3,500... 
    Asset

    TwinThread LLC

    Vancouver, WA
    2 days ago
  • $91k - $321.5k

     ...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of...  ...that drive operational excellence. As a Senior Manager you will serve as a strategic advisor...  ...information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Portland, OR
    1 day ago
  •  ...currently directing the financial lives and managing assets for hundreds of individuals and...  ...an integrated strategy of investments + tax + financial planning to high-net-worth individuals...  ...help investors grow and protect their wealth. Our market is comprised of high‑income... 
    Asset
    Full time

    Protouch Staffing

    Portland, OR
    4 days ago
  • $124k - $280k

     ...At PwC, our people in data management focus on organising and maintaining...  ...(e.g. refer to specific PwC tax and audit guidance), the Firm'...  ...enhance business processes. As a Senior Manager, you lead large...  ...information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Portland, OR
    11 hours ago
  • $95.2k - $119k

     ...Senior Tax Associate Cohesity is a leader in AI-powered data security and management. Aided by an extensive ecosystem of partners, Cohesity makes it easy to secure, protect, manage, and get value from data — across the data center, edge, and cloud. Cohesity helps organizations... 
    Senior
    Hourly pay
    Full time
    Local area
    2 days per week
    3 days per week

    Cohesity

    Portland, OR
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!