Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77k - $214kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt 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 OpportunityAs part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You 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 knowledge.Responsibilities- Leading the way as technology-enabled tax advisors- Delivering benefits through digitization and automation- Solving complex problems with innovative solutions- Mentoring and supporting junior team members- Upholding exceptional standards in every task- Cultivating and maintaining client relationships- Gaining a deeper understanding of business contexts- Managing and navigating complex scenariosWhat You Must Have- Bachelor's Degree- 3 years of experienceWhat 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 BarTravel RequirementsUp to 20%Job Posting End DateThe 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: 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: more about how we work: 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.SummaryLocation: MA-Boston; CA-Los Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full time
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorAssetFull timeH1b$124k - $335k
...PwC is seeking a Senior Manager in the Asset & Wealth Management Regulated Investment Company (RIC) Tax practice based in New York. This role involves leading tax compliance projects, analyzing financial data, and providing strategic tax planning to clients. The ideal...SeniorAsset$99k - $266k
Industry/SectorAsset and Wealth... ...navigate complex tax regulations and optimise their tax... ...unique strengths, and managing performance to deliver... ...as accessing sensitive company or customer information... ...handling proprietary assets, or collaborating closely...AssetFull timeH1b$85k - $115k
...Are you skilled at developing wealth management strategies? Does financial... ...you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors... ...goals • develop customized asset allocation strategies and investment solutions for clients •...SeniorAssetFull timeWork experience placementFlexible hours- ASSET & WEALTH MANAGEMENTA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...a broad range of investment opportunities while... ...wealth funds, insurance companies, endowments,... ...Management is seeking a Senior Associate / Vice President to...SeniorAsset
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...will help build modern Wealth Management capabilities that support advisor, client, investment proposal, portfolio,... ....We are looking for a Senior Full Stack Developer who... ...in Wealth Management, Asset Management, Brokerage,... ...an incentive program.Company Overview At New York Life...SeniorAssetLocal area3 days per week- ...an ETF Platform Management Associate within our ETF Platform... ...Capital Markets, Investment Professionals/... ...with SEC Regulation (SEC 6c-11) and Stock... ...transaction processing and asset management. We... ...inclusion at our company. We do not... .... Morgan Asset & Wealth Management delivers...SeniorAssetFlexible hours
- ...important than investing in our culture because... ...Tax - Senior Associate (NYFS) to join our... ...with a focus on asset managers, private equity... ...funds, sovereign wealth funds and foreign... ...alternative investment companies; offer help at... ...all local/state regulations regarding...SeniorAssetFixed term contractLocal area
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...growing industry.About Ares Wealth Management SolutionsAres Management is... ...of the largest alternative investment managers in the world.... ...Financial services or a highly regulated industry experience preferred... ...plans; 401(k) program with company match; Flexible Savings...SeniorFull timeTemporary workWork experience placementFlexible hours- ...smarter.As an Associate on the North... ...) to manage workstreams... ...institutional investments space) end-to... ...financial services, asset management,... ...a similarly regulated industry.... ...and senior stakeholders... ...inclusion at our company. We do not discriminate... ...Asset & Wealth Management...Asset
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Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families,... ...Our services include investment advisory, as well as integrated... ...100 billion in client assets under management,... ...are looking for a Tax Senior to serve and...SeniorAssetFull timeInternshipWork at officeFlexible hours$250k - $350k
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...WealthCompany: CitiCiti Global Wealth brings together the full... ...partner to lawyers, accountants, asset managers and management professionals... ...specific expertise. The Investment Counselor is the primary wealth... ...applicable laws, rules and regulations, adhering to Policy,...SeniorAssetFull time$62.62k - $87.38k
...Registered Wealth Investment Services Associate Apply (opens in new window... ...risk is prudently managed. Responsibilities:... ...timely feedback to senior management to identify... ...Citigroup, its clients and assets, by driving... ...applicable laws, rules and regulations, adhering to Policy...AssetFull timeWork experience placementWork at office$163.6k - $245.4k
...ProfessionalCompany: CitiAs a Senior Executive Talent... ...senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you... ...Citigroup, its clients and assets, by driving compliance... ...laws, rules and regulations, adhering to Policy, applying...SeniorAssetFull time- ...Type AnnuallyIndustry Asset Management;Hedge Fund;Private EquitySelling... ...Collaborate with senior executives to develop... ...Job DescriptionSenior Associate Diversified Credit... ...requirements, including RIC-related criteria.... ...fund administration, or investment banking.Strong project...SeniorAsset
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- # Senior Associate / Vice President, Alternatives Capital Formation (ABF / IGPC)Goldman SachsVPPrivate... ...Role**Role Overview**Goldman Sachs Asset & Wealth Management is hiring a Senior Associate / Vice... ...on Asset-Based Finance (ABF) and Investment Grade Private Credit (IGPC).**Key...SeniorAsset
- ...including registered investment advisers,... ...registered investment companies. You will work... ...accomplished senior staff, deepen... ...rules and regulations, and the Investment... ...candidate manages multiple client... ...investment companies (RICs) clients-... ...focus on digital asset or cryptocurrency...SeniorAssetTemporary work
- ...more important than investing in our culture because... ...currently seeking a Senior Associate to join our State and... ...Participate in multi-state companies with state and local... ...Build and manage client relationships,... ...with all local/state regulations regarding displaying...SeniorAssetLocal area
- ...innovative and strategic Senior Product Designer... ...a core focus on wealth management products. In this... ...advisor-facing investment experiences,... ...Experience designing in regulated, data-rich... ...transaction processing and asset management. We... ...inclusion at our company. We do not...SeniorAsset
- ...for the role of Senior Director to join our Wealth Services Compliance... ...and Registered Investment Advisor... ...coverage for BNY’s Managed Account Solutions... ...platform for multi-asset portfolios. Assist... ...with regulated legal entities,... ...allows us to run our company better and enables...SeniorAssetWorldwideFlexible hours
$120k - $210k
...firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's... ...outcomes while driving revenue and asset growth. The role emphasizes... ...Stanley sponsored benefit programs.Associate: Expected base pay rates for...SeniorAssetTemporary workWorldwide- As an Experience Design Senior Associate in Commercial & Investment Bank (CIB) Payments,... ...payments, treasury, or other regulated domain experience... ...transaction processing and asset management. We offer a... ...diversity and inclusion at our company. We do not discriminate...SeniorAsset
$90k - $140k
...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...Investment Management (MSIM) is one of the largest global asset management organizations of any full-service...SeniorAssetTemporary workWork at officeWorldwide$102k - $175k
...culture allows us to run our company better and enables employees... ...nearly 20% of the world’s investible assets. Every day, our teams harness... ...expenses, and preparing reports.Manage financial and human... ...determine the impact of new regulations on BNY Mellon fund accounting...SeniorAssetTemporary workWork at officeWorldwideFlexible hours$160k - $200k
...largest alternative asset manager. Blackstone seeks... ...strengthening the companies in which the firm invests. Blackstone’s over... ...Strategy & Management), Senior AssociateBusiness... ...Management Senior Associate will work closely with... ...with Private Wealth and distribution partnersEvaluating...SeniorAssetFull timeWork at officeLocal area$180k - $275k
...ISG is seeking a Senior Associate/Vice President to join... ...Solutions team in an investment role with significant... ...diligence, portfolio management, and client engagement... ...institutional, private wealth, and family capital clients... ..., real estate, and asset-based finance, and...SeniorAssetTemporary workLocal area$133.37k - $156.9k
...the Law Division’s Wealth Management & Investment Services legal team... ...fiduciary law, banking regulation, and business... ...appropriate state bar association or other appropriate... ...including those related to asset management.- Comfort... ...’s Most Ethical Company by the Ethisphere Institute...SeniorAssetFull timeLocal area3 days per week$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry... ...Management Level Senior Associate Job Description & Summary... ...businesses navigate complex tax regulations and optimise their tax... ...as accessing sensitive company or customer information,...SeniorAssetH1b
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