Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
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
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating...SeniorAssetFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...connections, and learning how to manage and inspire others.... ...creative tax solutions. As a Senior Associate you will analyze complex... ..., handling proprietary assets, or collaborating...SeniorAssetFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax obligations while managing the impact tax has on their... ...now and in the future.As a Senior Manager, you'll work as... ...OpportunityAs part of the Asset and Wealth Management team...SeniorAssetFull timeH1bLocal areaOverseas- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...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
- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... 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-...SeniorAssetLocal area
$77k - $214k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description... ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1bLocal area$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...focus on key issues like wealth management, compliance, cash flow management... ...now and in the future.As a Senior Associate, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$77k - $214k
...ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you are expected to analyze complex... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeSecond jobH1b$77k - $214k
...SummaryAt PwC, our people in tax services focus on providing advice... ..., and learning how to manage and inspire others. Navigating... ...faster and more complicated. As a Senior Associate you are to analyze complex... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...SeniorAssetFull timeH1bLocal area- Senior Tax AssociateWe are seeking a knowledgeable and client-focused Senior Tax Associate to join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives...SeniorTemporary work
- ...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,...SeniorAssetFull timeWork experience placementWork at office
- 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
- ...help deliver top-quality experience and service? If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you.At Frost,... ..., you will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth...SeniorAssetFull time
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...AssetFull timeH1b$100k - $133.6k
...fundraising and efforts of the Private Wealth Solutions Capital Markets Group with a focus... ...capital raising efforts and fund management teams.Effectively communicate specific details... ...portfolio spans $93.2 billion¹ of assets across such property types as living, office...SeniorAssetWork at officeLocal area- ...At CORDA Investment Management, we believe our people are our greatest asset. We foster a collaborative, client-focused culture... ..., LLC is a client-centered wealth management firm serving high-net-... ...management, financial planning, tax strategy, and estate planning in...SeniorAssetPermanent employmentFull timeWork at office
- ...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...SeniorAsset
$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- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client engagements...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...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... ...Team J.P. Morgan Asset & Wealth Management delivers industry...SeniorAssetWork at office
$148.79k - $230.21k
...career at Regions. At Regions, we believe associates deserve more than just a job. We... ...Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio... ...services including financial planning, asset management, personal trust and estate planning...AssetFull timeFlexible hours$75k - $85k
...collection of great banks under local brands and management teams in high-growth western markets.... ....We are seeking a client-focused Wealth Advisor to join a high-performing, collaborative... ...investment management, retirement, and asset protection.Maintain and grow an existing...AssetWork at officeLocal areaFlexible hours$55k - $151.47k
...The Opportunity As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning... ...meaningful client connections, manage and inspire others, and navigate increasingly... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetH1b$77k - $214k
...Senior Associate, Specialized Tax Services - Research & Development Tax The Opportunity As a Specialized... ...taxation, such as accounting methods, fixed-assets, and research and development tax... ...client connections and learn how to manage and inspire others. You will navigate...SeniorAssetFull time$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$130k - $154k
...AIG’s control environment including risk management, operational, financial, internal control... ...is seeking an energetic, self-motivated Senior Audit Manager who will be responsible for... ...mattersAt AIG, our people are our greatest asset. We know how important it is to protect...SeniorAssetFull timeWork experience placementWork at office- ...BRIEF DESCRIPTION OF SUNSTRONG MANAGEMENT SunStrong Management (‘SunStrong\") is a leading full-service asset management services provider specializing in residential, commercial... ...Management is currently searching for a Senior Accountant to be responsible for various areas...SeniorAssetTemporary workImmediate start
- ...EY is seeking a ServiceNow Senior Consultant to lead Transformation teams in a dynamic role that includes direct client interaction... ...and possess 2-4 years of experience in ServiceNow IT/OT Asset Management. ServiceNow certifications are essential. The role includes opportunities...SeniorAsset
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- accountant tax preparer Houston, TX
- senior tax associate Houston, TX
- tax consultant Houston, TX
- tax advisor Houston, TX
- entry level tax accountant Houston, TX
- tax associate Houston, TX
- sales & use tax accountant Houston, TX
- entry level tax preparers Houston, TX
- income tax preparer Houston, TX
- tax preparers Houston, TX

