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

Asset & Wealth Management Tax Manager

$99k - $266k

PricewaterhouseCoopers

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 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.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

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

Analyse and identify the linkages and interactions between the component parts of an entire system.

Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

Develop skills outside your comfort zone, and encourage others to do the same.

Effectively mentor others.

Use the review of work as an opportunity to deepen the expertise of team members.

Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

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 are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

  • Supervise and develop team members to achieve exceptional deliverables

  • Manage client service accounts and engagement workstreams

  • Independently solve and analyze complex problems

  • Utilize PwC's technical knowledge and industry insights to address client needs

  • Drive digitization, automation, and efficiency improvements

  • Coach teams to enhance their skills and performance

  • Oversee successful planning, budgeting, and execution of projects

  • Foster a culture of continuous improvement and innovation

What You Must Have

  • Bachelor's Degree in Accounting

  • 4 years of experience

  • CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

  • Thorough knowledge of compliance and consulting for financial partnerships

  • Knowledge of structuring funds to limit tax liability

  • In-depth tax technical skills in partnership tax forms

  • Experience identifying and addressing client needs

  • Building, maintaining, and utilizing networks of client relationships

  • Success as tax technical business advisor

  • Familiarity with CRM systems

  • Knowledge of automation and digitization in professional services

  • Experience with alternative fee arrangements and pricing strategies

The salary range for this position is: $99,000 - $266,000. 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 22 hours ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Manager in Columbus, OH vacancy
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity... 
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Columbus, OH
    2 days ago
  • $77k - $214k

     ...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... 
    Asset
    Full time
    H1b

    PwC

    Columbus, OH
    4 days ago
  • $77k - $214k

     ...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... 
    Asset
    Full time
    H1b

    PwC

    Columbus, OH
    2 days ago
  • $102.1k - $187k

     ...go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and...  ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... 
    Asset
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    Columbus, OH
    2 days ago
  •  ...JOB DESCRIPTION As a Private Alternatives Account Manager within the Asset Management's Intermediary Services, you will focus on client...  ...background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products... 
    Asset

    J.P. Morgan

    Columbus, OH
    2 days ago
  •  ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...Opportunity Our EY EDGE practice focuses on US and global tax information reporting and withholding matters. You will work... 
    Asset
    Flexible hours

    EY

    Columbus, OH
    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... 
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Columbus, OH
    1 day ago
  • $107.16k - $226.32k

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

    JobAdX

    Columbus, OH
    22 hours ago
  • $73.5k - $212.28k

     ...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and...  ...team member's unique strengths, and managing performance to deliver on client expectations...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    Full time
    H1b

    PwC

    Columbus, OH
    1 day ago
  • Huntington National Bank is seeking a Director of Wealth Management Strategy & Solutions to shape the growth of its wealth business. This executive will drive long-term plans to expand assets under management, revenue, and client relationships across affluent and UHNW segments... 
    Asset

    Huntington National Bank

    Columbus, OH
    4 days ago
  •  ...and time-sensitive items to Client Account Managers, management, and/or appropriate internal...  ..., and internal stakeholders. About Asset Management Asset Management is a leading...  ...ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment... 
    Asset
    Worldwide

    J.P. Morgan

    Columbus, OH
    4 days ago
  • Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor II to manage and grow a high-net-worth client portfolio by delivering comprehensive...  ...with specialists to fulfill client needs and focus on assets under management, loans, and deposits, while actively sourcing... 
    Asset
    Remote job

    Huntington Bancshares, Inc.

    Columbus, OH
    22 hours ago
  •  ...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

    Columbus, OH
    2 days ago
  •  ...seeking a Vice President - level Product Manager to own a key portion of the delivery agenda...  ...workstream across Private Bank, Chase Wealth Management (CWM), and International Private...  ..., financial transaction processing and asset management. We offer a competitive total... 
    Asset

    J.P. Morgan

    Columbus, OH
    11 days ago
  •  ...Self-Directed Investing product organization within J.P. Morgan Wealth Management empowers clients to take control of their financial futures...  ...trading platforms for options, fixed income, and digital assets. You will be responsible for delivering robust features across... 
    Asset
    Visa sponsorship

    J.P. Morgan

    Columbus, OH
    9 days ago
  •  ...professionals for this role. JOB DESCRIPTION The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their...  ...platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches... 
    Asset
    Visa sponsorship

    J.P. Morgan

    Columbus, OH
    2 days ago
  • $100k - $110k

    About the Program Join J.P. Morgan, a leader in asset and wealth management with over 200 years of expertise. Be part of a collaborative team where your unique perspective promotes innovation. Benefit from training, mentorship, and engaging projects in our nine‑week program... 
    Asset
    Full time
    Visa sponsorship

    JPMorgan Chase

    Columbus, OH
    3 days ago
  • $121.9k - $262.1k

     ...About The Role The Senior Wealth Strategist serves as the primary...  ...partners closely with Wealth Management Advisors (WMAs) and the broader...  ...strategies across estate, income tax, gift and estate tax,...  ...that protect all our valuable assets —including you. Compensation &... 
    Asset
    Bank staff
    Shift work

    Fifth Third

    Columbus, OH
    4 days ago
  • $104.5k - $145k

     ...implementing strategic change, and is looking to grow your career working in a globally diverse organization? Join J.P. Morgan's Asset & Wealth Management Operations team as a Business Manager, where you'll drive strategic initiatives, optimize global performance, and serve as... 
    Asset

    JPMorgan Chase Bank, N.A.

    Columbus, OH
    1 day ago
  •  ...Specialist is a sophisticated wealth expert that focuses on holistically...  ...experience in wealth management and effectively introduces appropriate...  ...their needs Generate new assets under management through a...  ...alternative investments, family wealth, tax considerations, and other... 
    Asset

    Chase

    Columbus, OH
    1 day ago
  •  ...Trading & Implementation Product Owner for Managed Investments, you will act on behalf of...  ...demands. Join us in shaping the future of wealth management advisory solutions business...  ...over $500Bn in discretionary and advisory assets while looking to save substantial... 
    Asset
    Work at office

    J.P. Morgan

    Columbus, OH
    19 days ago
  • Head of US Tax and Complex Pay Operations Lead US payroll tax, garnishments, complex pay...  ...data governance for our US workforce. Managing a team of specialists, you will ensure regulatory...  ..., financial transaction processing and asset management. We offer a competitive total... 
    Asset
    Local area

    JPMorganChase

    Columbus, OH
    4 days ago
  • Description Reporting directly to the Head of Wealth Management, the Director of Wealth Management Strategy & Solutions serves as a key member...  ...This leader will develop and execute strategies that expand assets under management, increase revenue, deepen client... 
    Asset
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington National Bank

    Columbus, OH
    4 days ago
  •  ...Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services... 
    Asset
    Full time
    Summer work
    Immediate start
    Visa sponsorship

    JPMorganChase

    Columbus, OH
    4 days ago
  • Job Description The Core Tax Services ("CTS") Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives...  ...stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the... 
    Work at office

    BDO USA

    Columbus, OH
    22 hours ago
  • Join to apply for the Asset & Wealth Management - Portfolio Management Manager role at JPMorganChase Job Description: Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us! Job Summary As a... 
    Asset

    JPMorganChase

    Columbus, OH
    4 days ago
  •  ...credit solutions for clients. Make a difference by supporting asset-based lending and portfolio growth. Securities Based Lending...  ...lender role with credit authority Experience supporting asset and wealth management clients Familiarity with federal and local lending... 
    Asset
    Work at office
    Local area

    JPMorganChase

    Columbus, OH
    4 days ago
  • $110k - $170k

     ...autonomy to reach your goals. EisnerAmper is seeking a Manager to join our National Tax Office with a focus on M&A Transaction work. We are seeking...  ..., timing issues and accounting methods, digital assets, and other matters Assist with M&A tax structuring and internal... 
    Asset
    Work at office
    Local area

    EisnerAmper

    Columbus, OH
    1 day ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax... 
    Asset
    Full time
    H1b
    Local area

    PwC

    Columbus, OH
    11 hours ago
  •  ...Outbound Client Acquisition Associate At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships...  .... Convert prospects into new clients, driving net new assets, referrals and conversion-rate improvements. Prospect and... 
    Asset
    Work at office

    Chase

    Westerville, OH
    4 days ago

Do you want to receive more vacancies?

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