Asset & Wealth Management - Tax Senior Associate
$77k - $214kPwC
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
$90k - $120k
...Who We Are Willis Johnson Wealth is a fast‑paced wealth management firm where tax is not a back‑office function, it’s a core part of the client experience. Our... ...clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond traditional...SeniorAsset$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the...SeniorAssetH1bLocal areaOverseas- ...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...SeniorAssetLocal area
- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth... ...served in order to generate significant new assets for the firm Serving as the primary...SeniorAssetFlexible hours
$90k - $105k
...financial planning, investment management, business management, tax, estate, insurance, and... ...with up to $70 billion in assets. The Barron's top RIA... ...are looking for a Sr. Tax Associate I to join our Tax Team. The... ...work in conjunction with our wealth advisors to provide tax...SeniorAssetTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours- ...Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in Houston to serve as primary point of contact for... ...sophisticated investment and asset allocation strategies Build and utilize... ...and their advisors regarding tax, trust, estate, and investment matters...SeniorAssetLocal area
$170k - $210k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...firms with up to $70 billion in assets. The Barron's top RIA ranking is... ...methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorAssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...A banking institution is seeking a Private Wealth Management Advisor in Houston, Texas. This role involves developing and managing client relationships for affluent and high net worth individuals. Responsibilities include collaborating with internal partners on wealth...Senior
- ## Senior Personal BankerApplylocations: Houston, TXtime type: Full timeposted on: Posted Todayjob requisition id: R156689**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust...SeniorAssetWork experience placementH1bWorldwide
- ...Overview If you're in Big 4/Top 10 tax or already in-house supporting partnerships and... ...outsourced tax compliance Portfolio company and management company tax support Qualifications 3+... ...chance to become a key member of a growing alternative asset manager. #J-18808-Ljbffr...SeniorAsset
- ...Regions Financial Corporation in Houston, TX seeks a Private Wealth Management Advisor to grow and maintain a portfolio of affluent clients, delivering comprehensive financial planning and advisory services. You will collaborate with partners to offer wealth products and...Senior
- ...available within the US. About the Senior Trust Officer Role Our client is a privately held wealth management firm seeking an experienced... ...worth clients with investable assets generally ranging from $10... ...Coordinate with internal investment, tax, compliance, and operations...SeniorAssetWork at officeRelocation package
$300 per month
...established, family-founded wealth management firm that has been serving clients... ...30 years. With $200M in assets under management, the firm... ...investment management, and tax-aware strategies. Act as a trusted... ...share Location Houston, TX Seniority level Mid-Senior level...AssetFull timeWork at officeWork from home- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending... ...of Brokerage, Investment management, Trust, and Insurance... .... Your Client Service Associate will be the direct contact... ...members ~$53.8 billion in assets* ~$123.6 billion in assets...SeniorAssetLocal area
- ...Our Property Tax – Complex Advisory/Compliance Senior Associate will assist in leading a team of personal property analysts... ...for full property tax cycle management on behalf of Kroll’s roster of... ...functions of property tax compliance – asset preparation, return/rendition...SeniorAssetTemporary workWork at officeLocal area
- ...ABOUT THE ROLE: The Senior Wealth Strategist serves as... ...partners closely with Wealth Management Advisors (WMAs) and... ...across estate, income tax, gift and estate tax,... ...all our valuable assets -including you. Senior... ...be responsible for any associated fee. Fifth Third...SeniorAssetBank staffShift work
$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- ...Dallas, TX The Prive Client Relationship Manager will provide business depository, treasury... ...building, preserving, and managing their wealth through financial planning strategy to... ...Generate business results and acquire new assets through new client acquisition. Advise clients...SeniorAssetTemporary workWork experience placementLocal area
$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...SeniorAssetWork at officeFlexible hours- ...Senior Client Service Associate As a Senior Client Service Associate within the... ...well as protecting client assets against potential fraud activities... ...in the investment management industry Preferred qualifications... ...J.P. Morgan Asset & Wealth Management delivers...SeniorAssetWork at office
$72.7k - $144k
...nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Job Description As the Senior Associate for Lead Tax Services, you will be required to assist on large projects, so strong technical skills are vital to this role. Tax...SeniorLocal areaRemote work- ...addresses to apply to additional opportunities. About the Division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and... ...Category: Summer Analyst Location: Houston, Texas, United States Areas of the Firm: Asset & Wealth Management #J-18808-Ljbffr...AssetSummer workSummer internship
$72.7k - $144k
...Senior Associate For Lead Tax Services At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being,...SeniorWork at officeLocal areaRemote work- ...with the potential to manage a portfolio of commercial... ...revenue growth and asset quality. Manages complex... ...training to other bank associates Maintain proper house... ...Manager, Market President, Senior Credit Officer, and... ...consumer, small business, wealth and trust management,...SeniorAsset
$125k - $135k
...Senior Accountant Houston, TX, US Job Details Experience: Senior Level Salary: $125,000... ...00 per year What You'll Do Independently manage complex journal entries, detailed account... ...formations - including coordinating with fixed asset groups and reviewing legal agreements...SeniorAsset- ...candidate will possess at least 15 years of relevant experience, with a strong understanding of upstream, midstream, and downstream assets. Responsibilities encompass developing innovative solutions to complex problems while demonstrating excellent negotiation and...SeniorAsset
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... 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...SeniorAssetLocal area
$110k - $125k
Senior Accountant - Regulated Utilities - Houston, TX We are supporting a well-established energy management platform on a Senior Accountant opportunity focused on regulated utility accounting... ...accounting, rate base, regulatory assets/liabilities, and utility...SeniorAssetWork at officeRemote work$89.46k - $143.14k
...complexity is high and global impact is on the line. Job Title: Senior Product Marketing Manager Locations: Houston, Boston Reports to: Senior Director,... ...to create fresh and compelling content and marketing assets that engage senior IT and business decision makers....SeniorAssetFull timeWork experience placementImmediate startWorldwideFlexible hours$80k - $95k
...resources and solutions, The Wealth Advisor is part of a... ...And Duties Manages time and resources efficiently... ...issues, liquidity needs and tax implications to devise... ...fueled by world-class asset management. But weʼre... ...challenges. We equip our associates with future-focused...AssetWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- tax associate Houston, TX
- entry level tax associate Houston, TX
- corporate tax accountant Houston, TX
- senior tax associate Houston, TX
- tax consultant Houston, TX
- tax advisor Houston, TX
- international tax accountant Houston, TX
- tax specialist Houston, TX
- sales & use tax accountant Houston, TX
- tax examiner Houston, TX


