Asset & Wealth Management - Tax Senior Manager
PwC (US)
Financial Services Tax Practice Senior Manager
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
- Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
- Deal effectively with ambiguous and unstructured problems and situations.
- Initiate open and candid coaching conversations at all levels.
- Move easily between big picture thinking and managing relevant detail.
- Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.
- Contribute technical knowledge in area of specialism.
- Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
- Navigate the complexities of cross-border and/or diverse teams and engagements.
- Initiate and lead open conversations with teams, clients and stakeholders to build trust.
- Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.
Responsibilities
- Lead and manage large-scale projects to achieve successful outcomes
- Innovate and streamline processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Build trust with multi-level teams and stakeholders through open communication
- Motivate and coach teams to solve complex problems
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge of compliance for financial partnerships
- Knowledge of structuring funds to limit tax liability
- Experience identifying and addressing client needs
- Building and utilizing networks of client relationships
- Managing resource requirements and project workflow
- Creating an atmosphere of trust in teams
- Developing new relationships and selling new services
- Innovating through new and existing technologies
- Utilizing digitization tools to enhance engagements
$225k - $250k
...collaborative, high-performing team at Macquarie Asset Management in New York, where you will enjoy... ...role will you play? You will oversee tax structuring, reporting, and compliance for... ...Alternative Investment products within Wealth Management and Credit and Insurance. Your...SeniorAssetTemporary workWork experience placementWork from homeFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our... ...digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems,...SeniorAssetFull timeH1b- ...Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. Strengthening... ...society. We are repositioning our specialist asset management business to meet client demand and are... ...KEY RESPONSIBILITIES Serve as primary tax resource for the Americas region. The...SeniorAssetTemporary workWork experience placementImmediate startFlexible hours
$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...SeniorAssetH1b$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...AssetFull timeH1b$116.2k - $212.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! EY’s FSO tax practice provides comprehensive and specialized... ...is sent for review to the partner or senior manager – and consult when necessary...AssetWork experience placementSummer holidayLocal areaFlexible hours- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorAssetRemote job
$250k - $300k
...to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role... ...9 years of experience in private real estate and alternative asset management. Compensation ranges from $250,000 to $300,000,...SeniorAsset$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range... ...recently surpassed $30 billion in assets under management. Known for strategic... ...spanning investment management, advanced tax planning, and multi‑generational...SeniorAssetRemote jobFull timeWork at officeFlexible hours$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex...SeniorAsset$115k - $140k
Broukfield Asset Management LLC is seeking a qualified CPA with 5+ years of real estate tax experience in New York. You will be responsible for ensuring timely filing of taxes, managing compliance processes, and overseeing audits for private funds. The compensation structure...SeniorAsset$58k - $120k
Senior Associate, IWM Portfolio Analyst At BNY, our culture allows us to run our company... ...nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑... ...Associate, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York,...SeniorAssetTemporary workWorldwide$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas- The Tax‑Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax‑aware strategies, including long‑short strategies, unified managed accounts (UMAs...SeniorAssetFull timeWork experience placement
- ...Investment Counselor (IC) is a senior investment professional who... ...with Client Advisors and Market Managers to deliver differentiated investment... ...and deliver CIO views to wealth clients Act as a primary... ...understanding of: Financial markets and asset classes Investment products...SeniorAssetFull timeWork at officeLocal area
$124k - $335k
...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable... ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On-Site | Permanent A bit about us Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals...SeniorPermanent employmentWork at officeLocal areaFlexible hours- ...and monitor the lifecycle of assets. Ensure that assets are properly... ...solutions in multiple wealth-planning areas based on their... ...liquidity event strategies, including tax implications, family dynamics,... ...protection planning, strategic tax management, and retirement funding....SeniorAsset
$150k - $222k
Overview The Tax-Smart team within Customized Managed Account Solutions is part of JPMorgan Asset Management (JPMAM) and manages over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, UMAs, active strategy tax-overlay, and passive...SeniorAssetFull timeWork experience placement$124k - $335k
Overview Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity... ...Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and...SeniorAssetFull timeH1bLocal area$100k - $170k
International Tax Manager or Senior Manager Akron, OH, US Salary Range: $100,000.00 To $170,000.00 Annually Firm: Meaden & Moore is a leading... ...and Inclusion Our human capital is the most valuable asset we have. The collective sum of the individual differences, life...SeniorAssetWork at officeFlexible hours- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement... ...in business development, client communication, and tax return review. Candidates should have over 6 years of relevant...Senior
$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of... ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$132.1k - $301.6k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within the organization... ...and business acumen. As a Senior Manager in Private Tax, you will provide...SeniorAssetWork experience placementSummer holidayLocal areaImmediate startFlexible hours$150k - $180k
We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s multi‑year programs focused on strategic software platform implementation, process re‑engineering, and vendor...SeniorAssetWork at officeLocal area2 days per week$90k - $110k
...Senior Administrative Associate Who You'll Work With: Bernstein... ...with Senior Executives, Wealth Advisors, and cross-functional... ...priorities across the Private Wealth Management Platform. This role partners... ...and over $600 billion in assets under management. Join us...SeniorAssetTemporary workWork at officeWorldwideFlexible hours$147.4k - $336.8k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Handling tax in such a large, sophisticated organization... ...tax practices. As a Real Estate Tax Senior Manager, we will look to you to apply...SeniorAssetSummer holidayFlexible hours$192k - $269k
Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating... ...retirement company fueled by world-class asset management. But weʼre not just another...SeniorAssetFull timeWork experience placementWork at office$127.9k - $291.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...practice gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will...SeniorAssetSummer holidayFlexible hours$350k
...Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service... ...clients including banking, credit, asset management, and trust and estate... ...with 7+ years' experience in the wealth management industry as either a Financial...SeniorAsset
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 management consultant New York, NY
- financial advisor wealth manager New York, NY
- wealth management advisor New York, NY
- wealth manager New York, NY
- state tax manager New York, NY
- tax manager cpa New York, NY
- sr tax manager New York, NY
- senior tax director New York, NY
- remote tax manager New York, NY
- hedge fund private equity tax manager New York, NY


