Asset & Wealth Management Tax Senior Manager
PwC (US)
Asset And Wealth Management Tax Senior ManagerThe Opportunity As 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.ResponsibilitiesLeading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulationsReviewing and analyzing financial data to prepare and file accurate tax returnsValidating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planningCrafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholdersApplying systems thinking to identify underlying problems and opportunities in tax compliance processesDirecting teams through complex situations, demonstrating composure and strategic problem-solvingInitiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teamsMaking informed decisions and taking action to resolve issues hindering team effectivenessModeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirementsBuilding and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must HaveAt least a Bachelor's degreeAt least 6 years of experienceAt 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 ApartDemonstrating advanced skills in tax compliance and auditingUtilizing strategic questioning to drive asset management solutionsExcelling in drafting and preparing complex tax documentsLeveraging analytical thinking for financial statement analysisApplying project management skills to regulatory compliance consultingBuilding relationships through effective communication and influenceAdapting to change with intellectual curiosity and learning agility
$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$138k - $172.5k
...Private Wealth Services Tax ManagerAs the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income... ...other advisers, such as attorneys and financial asset managersManaging multiple client service teams on...Asset- ...PwC in Washington, DC is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize positions while ensuring compliance. You will lead teams, apply systems thinking, and deliver clear client communications, building...SeniorAsset
$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...SeniorAssetWork experience placementSummer holidayFlexible hours$127.9k - $291.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...of professionals providing dedicated tax technical services to both US and... ...activities, and assign tasks to staff and seniors. Review and evaluate the work of staff...SeniorAssetPrivate practiceSummer holidayLocal areaFlexible hours$150k
...Asset & Wealth Management Tax DirectorThe Opportunity: As an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax...AssetH1b- ...Job Category : Wealth Management Requisition Number : SENIO010657... ...maintaining client relationships. The Senior Financial Consultant position... ...retirement planning, tax planning, education planning,... ...that identifies revenue and asset under management growth goals...SeniorAssetFull timeBank staffWork at officeLocal area
$70k
Citi Global Wealth brings together the full power of Citi to serve... ...Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer... ...bringing in new bank and brokerage assets Deepen relationships with...SeniorAssetFull timeWork at office$122.9k - $204.9k
...Financial Services Technology Consulting, WAM - Wealth Management SeniorLocation: New York Other locations: Anywhere in Region Salary: Competitive... ...new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a...SeniorAssetWork experience placementSummer holidayImmediate startFlexible hours- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...SeniorAssetLocal area
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ...now and in the future. As a Senior Manager, You'll Work As Part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetH1b$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...for you!We are seeking a Tax Manager or Director to join our growing... ...to income, estate, gift, and wealth transfer taxes.Serve as a primary...AssetFull timePrivate practiceLocal area3 days per week- ...financial centres. Our Big 4 client is looking for a Senior US Business Tax Manager to join its Cayman-based financial services team, advising... ...ll Need ● 7 – 8+ years of US tax experience, ideally in asset management or financial services ● US CPA or Enrolled Agent...SeniorAssetRelocationOverseasWeekend work
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$130k - $150k
...Tax Manager Arlington, VA | $130,000-$150,000 + Bonus Our client, a private investment and holding company with billions in assets under management , is seeking a Tax Manager to join its growing team in Arlington, VA (5 days/week in the office). This is a highly...AssetFull timeWork at office- ...Private Wealth Advisor Greater Seattle Area About the Company... ...client is a growing wealth management firm serving UHNW individuals... ...for clients. Partner with senior advisors to support significant... ...of estate structures, asset management approaches, and advanced...AssetFull timeWork at office
- Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations....SeniorAsset
$153.7k - $270.1k
...preserve, protect, and transfer wealth across generations. We are... ...families with complex estate, trust, tax, and wealth transfer planning... ...collaborative team of wealth management specialists. What You'll Do... ...transfer, business succession, and asset protection strategies. Review...SeniorAssetWork experience placementWork at office$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...Quantitative Tax Solutions & Technologies - Senior Manager, you will focus on leveraging data analytics... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b$240k - $290k
...forward-looking leader to serve as Senior Vice President and Chief... ...the organization effectively manages privacy and information-related... ...is among the fastest growing wealth management firms in the U.S. As... ...trillion in brokerage and advisory assets on behalf of approximately 8...SeniorAssetWork from home$124k - $335k
...Description & Summary At PwC, our people in tax services focus on providing advice and... ..., and increased efficiencies. As a Senior Manager you are going to supervise, develop, and... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAsset$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...Financial Services International Tax Consulting Senior Manager you will advise clients on international... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeFixed term contractH1bLocal areaShift work- ...LMI Government Consulting in Alexandria, Virginia, seeks a Senior Audit Readiness SME to ensure compliance and robust asset management for the Office of the Assistant Secretary of War for Sustainment. The role focuses on linking DoW FIAR standards with end-to-end asset...SeniorAssetWork at office
- Senior Financial Officer (Engagement Manager)Job #: req38451Organization: World Bank GroupSector: Financial SectorGrade... ...into the following departments: Asset Management, Client Solutions and... ...financial institutions, sovereign wealth funds, public pension funds, and other...SeniorAssetWork at officeWorldwide
$150k - $250k
...818/*generated inline style */ Department Tax/*generated inline style */ Location(s) Bethesda... ...helps organizations optimize performance, manage risk, and maximize value through... ...an exciting career opportunity for a Tax Senior Manager to join the SALT team in our National...SeniorLocal areaFlexible hours3 days per week$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...are seeking an experienced Tax Manager to join our Professional Services... ...mentor, and develop staff and senior-level team members.Manage...AssetFull timeWork at officeLocal area3 days per week$111.6k - $136.4k
...One. Job Description Wealth Trust Services administers... ...Segment and is seeking a Senior Trust Officer to manage trust and investment accounts... ...administrative legal tax operational and service matters... ...Trust Associates specialty asset teams tax and legal professionals...SeniorAssetFull timeTemporary workLocal area$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...of diligence and structuring deals. As a Senior Manager you will lead large projects, innovate processes... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- ...Ryan seeks a Senior Manager, Business Solutions to lead complex, tech-enabled implementations and innovation initiatives across service lines... ...platforms. You will translate business needs into scalable tax technology solutions, guiding multi-workstream engagements from...Senior
$250k
...Wealth Advisor, CFP ESG Bellevue, WA Firm Overview Fully Independent ESG focused... ...Wealth Advisor, CFP who is passionate about managing client relationships to provide comprehensive financial planning and asset management in collaboration with the Founding...AssetFull time
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