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

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 5 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Dallas, TX vacancy
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...connections, and learning how to manage and inspire others....  ...increased efficiencies. As a Senior Associate you shall analyze...  ...information, handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    Second job
    H1b

    PwC

    Dallas, TX
    4 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...connections, and learning how to manage and inspire others....  ...creative tax solutions. As a Senior Associate you will analyze complex...  ..., handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    5 days ago
  •  ...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
    Full time
    Local area

    KPMG

    Dallas, TX
    more than 2 months ago
  • $250k

    Senior Wealth Management Advisor - C03 Location: Dallas, Texas, United States Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-20 years of successful sales experience... 
    Senior
    Asset

    Scott L Page & Associates

    Dallas, TX
    7 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Dallas, TX
    5 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ...tax obligations while managing the impact tax has on their...  ...now and in the future.As a Senior Manager, you'll work as...  ...OpportunityAs part of the Asset and Wealth Management team... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Dallas, TX
    7 days ago
  •  ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team...  ...Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition...  ...Knowledge of portfolio construction, asset allocation, investment strategies,... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Dallas, TX
    4 days ago
  •  ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...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

    Dallas, TX
    2 days ago
  • $77k - $214k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description...  ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Dallas, TX
    5 days ago
  •  ...advising, and 401(k) management with a direct approach...  ...in 2024. SUMMARY The Senior Wealth Planner is a critical...  ...estate planning, advanced tax strategies, and...  ...sale liquidity events, asset titling and ownership...  ...Wealth Planning Team and Associate Advisors Contribute to... 
    Senior
    Asset
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Internship
    Work at office
    Flexible hours

    Allworth Financial

    Addison, TX
    4 days ago
  • $77k - $214k

     ...advisory needs such as audit, tax compliance, and planning to...  ...focus on key issues like wealth management, compliance, cash flow management...  ...now and in the future.As a Senior Associate, you'll work as part of a...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    5 days ago
  • $90k - $150k

     ...a role that blends technical tax research, real estate transactions...  ...will have the flexibility to manage your days in support of our...  ...disposition of real estate assets in joint venture, fund and...  ...this role falling within the Senior Associate to early Manager range.For NYC... 
    Senior
    Asset
    Full time
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    3 days ago
  • $77k - $214k

     ...ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior...  ..., and learning how to manage and inspire others. Navigating...  ...increased efficiencies. As a Senior Associate you are expected to analyze complex...  ..., handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    Second job
    H1b

    PwC

    Dallas, TX
    5 days ago
  •  ...are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative...  ...adapt to change and thrive in a fast-paced global environment. Asset & Wealth Management Engineering Across Wealth Management, Goldman Sachs... 
    Senior
    Asset
    Immediate start

    Goldman Sachs

    Richardson, TX
    4 days ago
  • $100k - $150k

     ...industry You will have the flexibility to manage your days in support of our...  ...our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives...  ...and accounting methods, digital assets, and other matters Assist with M&A tax... 
    Senior
    Asset
    Full time
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    6 days ago
  •  ...business risks, process deficiencies, and potential gaps/ weaknesses in risk management standards.Support developing process and controls environment (inventory and maps) across asset management, wealth management and consumer businessesSupport process deep dives by... 
    Asset

    Goldman Sachs

    Irving, TX
    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
    Full time
    Local area

    KPMG

    Dallas, TX
    a month ago
  •  ...-solvers, building solutions in Artificial Intelligence, risk management, big data, mobile and more.WM Cloud Enablement PlatformAs part...  ..., AWS Certified Cloud Practitioner, AWS Solutions Architect - Associate).Deep knowledge of Cloud Native Networking, Hybrid and Multi-Cloud... 
    Senior
    Asset

    Goldman Sachs

    Dallas, TX
    7 days ago
  •  ...Certified Public Accounting and Integrated Wealth Management firm headquartered in Dallas, Texas....  ...reputation for delivering proactive tax, accounting, and advisory services to...  ...organic growth, the firm is seeking a Tax Senior Associate to join its Dallas office. This role... 
    Senior
    Full time
    Work at office
    Dallas, TX
    a month ago
  • $111.01k

     ...wherever you want it to go. Join EY and help to build a better working world. Tax Accountant, Tax, Global Compliance Reporting (Financial Services Office - Wealth and Asset Management) (Senior) (Multiple Positions) (1742277), Ernst & Young U.S. LLP, Dallas, TX.... 
    Senior
    Asset
    Full time
    Work experience placement
    Summer holiday
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Ernst & Young

    Dallas, TX
    3 days ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description...  ...meet their tax obligations while managing the impact tax has on their business...  ...industry such as tax credits and fixed asset depreciation; and,Possessing a... 
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Dallas, TX
    5 days ago
  •  ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our...  ...'s Advice and Wealth Management division, you will develop...  ...portfolios of $5-15M in investable assets using Vanguard products and...  ...to investment advice, tax strategies, legacy & estate... 
    Senior
    Asset
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    3 days ago
  • Senior Customer Advocate - BrokerageThe Senior Customer Advocate...  ...service.Provides support to Wealth Management advisors and other areas...  ...company fueled by world-class asset management. But weʼre not just...  ...'s challenges. We equip our associates with future-focused skills... 
    Senior
    Asset
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Dallas, TX
    6 days ago
  • $150k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy... 
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    6 days ago
  • About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust...  ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for... 
    Senior
    Asset
    Full time
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    4 days ago
  •  ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth...  ...portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business... 
    Senior
    Asset
    Work at office

    New Day Executive Search

    Dallas, TX
    3 days ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description...  ...member’s unique strengths, and managing performance to deliver on client expectations...  ...information, handling proprietary assets, or collaborating closely with team... 
    Asset
    Full time
    H1b

    PwC

    Dallas, TX
    5 days ago
  •  ...About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern...  ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for... 
    Senior
    Asset
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    1 day ago
  •  ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking...  ...services for sophisticated clients. As a senior member of the service team, this role...  ...services, emerging issues, and regulatory or tax changes, while translating complex... 
    Senior
    Asset
    Full time
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    5 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

    Dallas, TX
    7 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!