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

PwC

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Houston, TX vacancy
  • $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... 
    Senior
    Asset

    Willis Johnson Wealth

    Houston, TX
    4 days ago
  • $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... 
    Senior
    Asset
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    Houston, TX
    2 days ago
  •  ...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... 
    Senior
    Asset
    Local area

    KPMG

    Houston, TX
    2 hours ago
  •  ...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... 
    Senior
    Asset
    Flexible hours

    Weaver

    Houston, TX
    3 days ago
  • $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... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Work from home
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Houston, TX
    20 days ago
  •  ...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... 
    Senior
    Asset
    Local area

    TWM Executive Search

    Houston, TX
    3 days ago
  • $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... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Houston, TX
    18 days ago
  •  ...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

    Regions Bank

    Houston, TX
    4 days ago
  • ## 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... 
    Senior
    Asset
    Work experience placement
    H1b
    Worldwide

    Northern Trust

    Houston, TX
    21 hours ago
  •  ...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... 
    Senior
    Asset

    Atlas Search

    Houston, TX
    4 days ago
  •  ...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

    Regions Bank

    Houston, TX
    4 days ago
  •  ...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... 
    Senior
    Asset
    Work at office
    Relocation package

    Right Executive Search, LLC

    Houston, TX
    3 days ago
  • $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... 
    Asset
    Full time
    Work at office
    Work from home

    Claire Myers Consulting

    Houston, TX
    4 days ago
  •  ...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... 
    Senior
    Asset
    Local area

    BOK Financial

    Houston, TX
    3 days ago
  •  ...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... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area

    Kroll

    Houston, TX
    4 hours ago
  •  ...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... 
    Senior
    Asset
    Bank staff
    Shift work

    Fifth Third Bank, N.A.

    Houston, TX
    5 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... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Houston, TX
    1 day ago
  •  ...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... 
    Senior
    Asset
    Temporary work
    Work experience placement
    Local area

    First Horizon Bank

    Houston, TX
    1 day 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

    Houston, TX
    3 days ago
  •  ...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... 
    Senior
    Asset
    Work at office

    JPMorgan Chase

    Houston, TX
    1 day ago
  • $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... 
    Senior
    Local area
    Remote work

    Crowe

    Houston, TX
    21 hours ago
  •  ...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... 
    Asset
    Summer work
    Summer internship

    Goldman Sachs Group, Inc.

    Houston, TX
    2 days ago
  • $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,... 
    Senior
    Work at office
    Local area
    Remote work

    Crowe

    Houston, TX
    3 days ago
  •  ...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,... 
    Senior
    Asset

    First Horizon Bank

    Houston, TX
    4 days ago
  • $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... 
    Senior
    Asset

    Leoforce

    Houston, TX
    4 days ago
  •  ...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... 
    Senior
    Asset

    Williams Companies Inc

    Houston, TX
    2 days ago
  •  ...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... 
    Senior
    Asset
    Local area

    KPMG

    Houston, TX
    2 hours ago
  • $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... 
    Senior
    Asset
    Work at office
    Remote work

    Primary Recruiting Services

    Houston, TX
    3 days ago
  • $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.... 
    Senior
    Asset
    Full time
    Work experience placement
    Immediate start
    Worldwide
    Flexible hours

    Conga

    Houston, TX
    1 day ago
  • $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... 
    Asset
    Work experience placement
    Work at office

    TIAA

    Houston, TX
    21 hours 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!