Asset & Wealth Management Tax Senior Manager
$124k - $335kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations.As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm.In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.Responsibilities- Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations- Reviewing and analyzing financial data to prepare and file accurate tax returns- Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning- Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes- Directing teams through complex situations, demonstrating composure and strategic problem-solving- Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams- Making informed decisions and taking action to resolve issues hindering team effectiveness- Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements- Building and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must Have- At least a Bachelor's degree- At least 6 years of experience- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart- Demonstrating advanced skills in tax compliance and auditing- Utilizing strategic questioning to drive asset management solutions- Excelling in drafting and preparing complex tax documents- Leveraging analytical thinking for financial statement analysis- Applying project management skills to regulatory compliance consulting- Building relationships through effective communication and influence- Adapting to change with intellectual curiosity and learning agilityTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $124,000 - $335,000. 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: NY-New York; CA-Irvine; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; NY-Melville; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; NJ-Florham Park; CA-San Francisco; TX-Fort Worth; CA-Silicon Valley; PA-Philadelphia; CT-Hartford; TX-HoustonType: Full time
- ...A leading financial recruitment firm is seeking a Tax Manager based in Houston, Texas, focusing on wealth and asset management. The ideal candidate should have at least 5 years of relevant tax experience, a CPA certification, and strong expertise in federal, state, and...SeniorAssetLocal area
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...AssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorAssetFull timeH1b- ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253 About this opportunity Our client... ...and specialized tax support for the asset management industry, covering all aspects... ...within the practice. As a Manager in the wealth & asset management tax practice, your...AssetLocal area
- ...portfolios, communicate with internal partners, and drive trust and wealth management initiatives in a fast-growing, entrepreneurial setting. The... ...managers, and bankers to deliver integrated wealth solutions and to actively grow assets under management. #J-18808-Ljbffr...SeniorAsset
- ...Whitney Corp. in Houston seeks a Trust Advisor 4 to manage and develop complex client relationships within Private Wealth Management, including estates, trusts,... ...beneficiaries, while ensuring compliance and proactive planning across assets and income use. #J-18808-LjbffrSeniorAsset
- ...Cerity Partners in Houston seeks a Principal Wealth Advisor to serve as a key relationship manager, growing assets under management while delivering exceptional client... ...clients, lead client meetings, and collaborate with tax, legal, and investment teams to provide holistic...SeniorAsset
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...SeniorAssetLocal area
$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...SeniorAssetWork experience placementSummer holidayFlexible hours$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area$126.1k - $253k
...practice serves a range of clients in the asset management, capital markets, financial institutions... ...national resources. Our team focuses on tax compliance and tax consulting for some... ...-known funds in the industry. As a Tax Senior Manager, you will be responsible for the...SeniorAssetFull timeWork experience placementInternshipLocal area$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them...AssetFull timeH1b$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and guidance... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bShift work$124k - $335k
...Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary At PwC, our... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We...SeniorAssetFull timeH1b$124k - $335k
...Industry/Sector Not Applicable Specialism Deals Tax Management Level Senior Manager Job Description & Summary A career in our... ...clients establish treasury goals, analyse and quantify tax assets, assess tax risks, and model taxable income and cash flow...SeniorAssetFull timeH1bLocal areaOverseas- ...Central Job Classification: Exempt Summary The Senior Manager, U.S. Indirect Tax will lead indirect tax planning, compliance, and audit management... .... Work with Accounting and Operations to validate asset classifications, costs, locations, disposals, and...SeniorAssetFull timeContract workTemporary workWork at officeLocal areaRelocation
- Join Vanguard as a Wealth Advisor Are you a Certified... ...seeking Wealth Advisors and Senior Wealth Advisors for... ...ongoing portfolio management solutions targeting clients... ...5 to 15M in investable assets using Vanguard products... ...to investment advice, tax strategies, legacy and...SeniorAssetLocal areaRemote work
- ...Growing Firm That's Redefining Tax Advisory and Finance Talent... ...that our people are our greatest asset, and we are committed to... ...highly motivated and experienced Senior Research Tax Credit (RTC) Associate... ...-based team. Reporting to the Manager or Senior Manager, RTC, you...SeniorAssetWork at officeLocal areaRemote workFlexible hours
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$125k - $165k
...Tax Manager OpportunityWho We Are Willis Johnson & Associates is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client... ...clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work...Asset- ...directly to family office senior leadership (Directors)... ...reporting, treasury management, and investment operations... ..., and personal assets while ensuring the highest... ...limited to:Financial & Tax ReportingOversee the accounting... ...with execution of wealth preservation and succession...SeniorAssetTemporary workWork at office
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...services and solutions within the asset and wealth management sectorWhat...SeniorAssetFull timeH1bLocal area$126.1k - $210.1k
...Financial Services - State and Local Tax, Income Tax - ManagerLocation: New York Other locations: Anywhere in Region Salary... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaFlexible hours- A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Manager to help build and lead an in-house tax offering for its established client base. This is an ideal opportunity for a CPA coming out of public accounting who enjoys complex...Senior
$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...clients using leading technology and exceptional service. The Senior Fiduciary Coordinator is responsible for supporting the...SeniorAssetFull timeH1bWorldwideFlexible hours
- ...combined power of our distinctive investment management capabilities, we provide a wide range of... ...purchase planJob DescriptionThe Fund Tax team is responsible for overseeing tax compliance... ...qualification testing, including income, asset diversification, and distribution...AssetFull timeWork at officeFlexible hours
$99k - $252.45k
...Description & SummaryThe OpportunityAs a Manager in Audit Center of Excellence - Income Tax - External Audit, you will lead... ...members, including associates and senior associates, through timely... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b- ...family office in Houston is hiring a Senior Manager of Investments & Asset Management reporting to the Head of... ...the Head of Family Office, support wealth creation for The Friedkin Group and... ...budgets, scenario analysis; partner with tax, accounting, and legal Required...SeniorAssetWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Senior Manager. Be the first to apply!
- wealth manager Houston, TX
- wealth management advisor Houston, TX
- wealth management consultant Houston, TX
- state tax manager Houston, TX
- property tax manager Houston, TX
- tax director Houston, TX
- transfer pricing tax manager Houston, TX
- indirect tax manager Houston, TX
- remote tax manager Houston, TX
- senior international tax manager Houston, TX




