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

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 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 standardsWhat 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 regulationsWhat 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 regulationsTravel 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.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: NY-New York; IN-Indianapolis; CA-Irvine; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; MO-Kansas City; OH-Columbus; TX-Dallas; NV-Las Vegas; CA-Los Angeles; MD-Baltimore; MA-Boston; CA-Sacramento; MO-St. Louis; UT-Salt Lake City; CA-San Diego; CA-San Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; NY-Melville; FL-Miami; CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia; AZ-Phoenix; CT-Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in San Diego, CA vacancy
  • $124k - $335k

     ...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate Tax services, will provide you...  ...and business conduct.The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team... 
    Senior
    Asset
    Local area
    Overseas

    PwC (US)

    San Diego, CA
    4 days ago
  • Northern Trust, a global leader in wealth management and asset servicing, seeks an experienced professional to manage investments for a range of client portfolios. The role requires 6-8 years of investment experience and strong knowledge of investment strategies, markets... 
    Senior
    Asset

    Northern Trust

    San Diego, CA
    23 hours ago
  • Northern Trust, a global leader in wealth management and asset servicing, seeks a senior investment professional in California. This role manages a portfolio of personal trusts and client accounts, develops investment strategies, and collaborates with cross-functional teams... 
    Senior
    Asset

    ntrs

    San Diego, CA
    3 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

    San Diego, CA
    9 hours ago
  • $81.13k - $164.57k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management... 
    Senior
    Asset
    Local area

    KPMG

    San Diego, CA
    9 hours ago
  • $81.13k - $164.57k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services...  ...practice. Responsibilities: Support Tax Managers and Partners in the day-to-day... 
    Senior
    Asset
    Local area

    KPMG

    San Diego, CA
    5 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

    La Jolla, CA
    3 days ago
  •  ...banking and fostering a culture where associates thrive. We are dedicated to...  ...FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in...  .... About the Role: A Senior Wealth Advisor is an experienced financial... 
    Senior
    Asset
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Diego, CA
    1 day ago
  • $88.58k - $147.6k

     ...Job Overview:The AVP, Senior Trustee Consultant will...  ...maintain investment management and relationship management...  ...legal documents and asset statements. Including...  ...with colleagues and associates to enhance best practices...  ...the fastest growing wealth management firms in the... 
    Senior
    Asset
    Full time
    Work from home

    LPL Financial

    San Diego, CA
    2 days ago
  • BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise...  ..., preservation, and balance sheet management. You will leverage investments, credit,...  ...broaden client relationships and attract new assets. You will work with a collaborative institutional... 
    Senior
    Asset

    BBVA Global Wealth Advisors

    San Diego, CA
    4 days ago
  •  ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment...  ...Hedge Funds Financial Services Asset Management Consulting &...  ...Services Professional Services Wealth Management Fund Families Investment... 
    Senior
    Asset

    Confidential

    San Diego, CA
    4 days ago
  • $249k - $325k

     ...Description Job Description Private Wealth Services Associate San Diego, CA | Hybrid Full-...  ...law firm is seeking a Mid to Senior-Level Associate to join its Private...  ...business interests, and real estate assets Manage complex trust and estate administrations... 
    Senior
    Asset
    Full time
    Private practice

    Direct Counsel

    San Diego, CA
    5 days ago
  • $103.62k - $172.63k

     ...Senior Network EngineerWhere Ambition Meets InnovationBuild a career...  ...deadlines and ability to manage multiple projects.Strong interpersonal...  ...is among the fastest growing wealth management firms in the U.S....  ...in brokerage and advisory assets on behalf of approximately 8 million... 
    Senior
    Asset
    Work from home

    LPL Financial LLC

    San Diego, CA
    5 days ago
  • $76.32k - $127.21k

     ...planning support such as Practice Management Coaching, Case Consulting, and...  ...credentials in areas like tax or estate planning are a plus....  ...is among the fastest growing wealth management firms in the U.S. As...  ...trillion in brokerage and advisory assets on behalf of approximately 8... 
    Senior
    Asset
    Work at office
    Work from home

    LPL Financial

    San Diego, CA
    5 days ago
  • $100k - $153k

    Senior Field Marketing Manager (Financial Services) Overview We’re looking for a strategic, results-oriented Senior Field Marketing Manager...  ...technology or SaaS environment. Experience across Asset Management, Wealth Management, Banking, or Insurance is preferred. Proven... 
    Senior
    Asset
    Remote job

    Seismic

    San Diego, CA
    3 days ago
  • $76k - $125.3k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team...  ...and client relationship matters to senior management and subject‑matter professionals... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    San Diego, CA
    2 days ago
  • $189.29k - $331.2k

    Northern Trust Corp is actively seeking a Sr. Relationship Advisor in San Diego, California to manage sophisticated wealth management clients. The role involves providing exceptional service, regulatory advice, and fostering client relationships. Ideal candidates will have... 
    Senior

    Northern Trust Corp

    San Diego, CA
    3 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

    San Diego, CA
    5 days ago
  • $90k - $143k

     ...’s Private Client Services (PCS) team is looking for Tax a Senior Associate or Supervisor to join their growing team. The Private Client Services team at Weaver helps clients manage and preserve their personal wealth. Our scope of services includes, but is not limited to... 
    Senior
    Work at office
    Flexible hours

    Weaver

    San Diego, CA
    23 hours ago
  • Telos Capital Management, Inc. is seeking a Senior Financial Planner to serve as the lead planner...  ...and deliver comprehensive, tax-focused financial planning and advanced wealth strategies for high-net-worth...  ...Management, Inc. is a distinguished asset and wealth management firm... 
    Senior
    Asset
    Full time
    Work at office

    Telos Capital Management, Inc.

    San Diego, CA
    4 days ago
  • A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support, a deep planning platform, and a clear path to partnership and equity. Ideal candidates will have 8-10 years... 
    Senior

    Next Level Recruiting, LLC

    San Diego, CA
    5 days ago
  • A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships... 
    Senior
    Work at office

    International Search Consultants

    San Diego, CA
    5 days ago
  •  ...to evaluate clients, understand their needs, and provide tailored wealth-management guidance. The role blends client interaction, financial analysis, and sales strategy to grow relationships and assets. You will support business development through events, campaigns, and... 
    Asset

    OneDigital Investment Advisors LLC

    El Cajon, CA
    3 days ago
  • A leading asset and wealth management firm in San Diego seeks to hire a Senior Financial Planner to lead the planning for high-net-worth clients. The ideal candidate will leverage expertise in financial planning, tax strategy, and relationship management to deliver tailored... 
    Asset
    Full time

    Telos Capital Management, Inc.

    San Diego, CA
    4 days ago
  • $153.43k - $332.7k

     ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward...  ...as a firm.KPMG is currently seeking a Senior Manager to join our Business Tax Services...  ...public accounting firm, corporation or asset management firm supporting alternative investmentsBachelor... 
    Senior
    Asset
    Local area

    KPMG

    San Diego, CA
    9 hours ago
  • $77k - $214k

     ...Opportunity As a Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax...  ...such as accounting methods, fixed-assets, and research and development...  ...client connections and learn how to manage and inspire others. You will... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Diego, CA
    5 days ago
  • $85k - $120k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion...  ...for our associates to learn, grow and...  ...careers. Summary The Senior Financial Planner works...  ...advisors on clients with assets under management of...  ...plans, including tax planning,retirement... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Flexible hours

    EP Wealth Advisors, LLC

    San Diego, CA
    2 days ago
  •  ...Senior Property Accountant Westcore is a fully-integrated commercial real estate...  ...facets of real estate investment management: acquisitions, finance, asset management, leasing, construction...  ...accordance with current GAAP and/or tax guidance as well as within company policies... 
    Senior
    Asset
    Work experience placement

    Westcore Management LLC

    San Diego, CA
    5 days ago
  • $120k - $130k

     ...Financial Group (CFG) is seeking a Senior Product Marketing Manager (Wealth Management) who will be responsible...  ...management solutions and fee-based assets onto Cetera’s platform. Develop and...  ...$120,000.00-$140,000.00 2 days ago Associate Product Marketing Manager (San Diego... 
    Senior
    Asset
    Full time
    Work at office
    Remote work
    Flexible hours

    Cetera Financial Group

    San Diego, CA
    3 days ago
  • $125k - $175k

     ...to preserve their wealth for future generations...  ...and investment management services to high...  ...financial planning, tax strategy, family...  ...Mentor and support Associate Wealth Advisors and...  ...$100 billion of assets through offices located...  ...by law. Seniority level Mid-Senior level... 
    Asset
    Permanent employment
    Full time
    Temporary work
    Work at office
    Flexible hours

    Corient

    San Diego, CA
    4 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!