Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
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
$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...SeniorAssetFull timeSecond jobH1b$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...SeniorAssetFull timeH1b- ...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-...SeniorAssetFull timeLocal area
$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...SeniorAsset$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...SeniorAssetFull timeH1bLocal area- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...SeniorAsset
$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...SeniorAssetFull timeH1bLocal areaOverseas- ...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,...SeniorAssetFull timeWork experience placementWork at office
- ...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...SeniorAssetLocal area
$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...SeniorAssetFull timeH1bLocal area- ...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...SeniorAssetFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
$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...SeniorAssetFull timeH1b$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...SeniorAssetFull timeWork at officeLocal area$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...SeniorAssetFull timeSecond jobH1b- ...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...SeniorAssetImmediate start
$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...SeniorAssetFull timeWork at officeLocal area- ...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
$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...SeniorAssetFull timeLocal area- ...-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...SeniorAsset
- ...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...SeniorFull timeWork at office
- ...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...SeniorAssetWork at office
$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....SeniorAssetFull timeWork experience placementSummer holidayWork at officeLocal areaImmediate startMonday to Friday$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...AssetFull timeH1bLocal areaOverseas- ...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...SeniorAssetFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$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...AssetFull timeH1b- 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...SeniorAssetFull timeWork at office
- 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...SeniorAssetFull timeWork experience placementH1bWorldwideFlexible hours
$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...AssetFull timeH1b- ...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...SeniorAssetWork experience placementH1bWorldwideFlexible hours
- ...leading real estate investment manager for over 40 years.... ...diversified firm that spans asset management, wealth management, and fintech, giving... ...to hire a Vice President, Senior Housing Asset Management to... ...help develop Analysts and Associates, including reviewing work product...SeniorAssetFull timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- accountant tax preparer Dallas, TX
- seasonal tax preparer Dallas, TX
- senior tax associate Dallas, TX
- tax consultant Dallas, TX
- tax advisor Dallas, TX
- entry level tax accountant Dallas, TX
- tax associate Dallas, TX
- sales & use tax accountant Dallas, TX
- entry level tax preparers Dallas, TX
- income tax preparer Dallas, TX



