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
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company... ...be instrumental in expanding the company's assets under management (AUM) and developing new client...SeniorAsset
$225k - $275k
...About Rockefeller Capital Management Rockefeller Capital Management... ...$237 billion in client assets as of August 31, 2026. Position... ...professionals - including wealth planners, tax advisors, estate attorneys,... ...governance needs. The Senior Wealth Strategist is a member...SeniorAssetWork at officeLocal area$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...SeniorAssetH1bShift work$85k - $145k
...COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Compliance Specialist establishes and implements an effective compliance... ...and ERISA with special focus on RBC Qualified Professional Asset Manager (QPAM) requirements under PTE 84-14 and similar...SeniorAssetRemote work$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$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- ...Fulltime opportunity for Senior Tax Manager. With your knowledge of local/state/federal/international tax, you will serve as lead advisor for their wealth management clients. While managing multiple client services teams, this Senior Tax Manager works closely...SeniorFull timeLocal area
$260k
...Mid/Senior-Level Transactional Tax Associate Join to apply for the Mid/Senior-Level Transactional Tax... ...transfer pricing, indirect taxes and wealth management tax advice and planning. Baker... ...cross-border investments in various asset classes, private investment offerings...SeniorAssetHourly payFull timeWork at officeLocal areaWorldwide- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorAssetFlexible hours
$124k - $335k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and guidance... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- ...Entertainment Group is a renowned business management and family office firm serving high... ...services including accounting, tax, tour management and wealth preservation strategy. We foster a... ...recording and assessing estate planning, assets purchases, and investments....SeniorAssetWork at office
- ...a member of a client service team, the Wealth Management Senior Associate is responsible for helping the... ...-range financial projections, income tax projections and various evaluations. The... ...benefits, insurance, investment vehicles, asset allocation, estate planning techniques,...SeniorAssetWork at office
- ...Description In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the... ...goals, current financial data, tax rates, inflation rates, and investment... ..., insurance, investment vehicles, asset allocation, estate planning...SeniorAssetWork 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
$99k - $176k
...Job Description Job Description SR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the... ...Retirement and Custody Services Specialty Wealth Assets Investment Advisory Broker/Dealer...SeniorAssetRemote work$141.9k - $284.9k
...group, you will be responsible for providing tax consulting and advisory services around... .../reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service... ...through cost segregation, fixed assets, and repairs and maintenance analyses...SeniorAssetWork experience placementInternshipWork at officeLocal area- ...PROLIM ( is currently seeking Corporate Tax Senior Manager for one of our top Client for Location: Los Angeles, CA 90071 Qualified candidates can directly send your updated resume and contact info via email: ****@*****.*** Job Description...SeniorFull timeTemporary workWork at officeLocal area2 days per week
- ...Job description: A prestigious investment management firm seeks a Senior Internal Auditor to join their dynamic team. In this position you will... ...audit experience; • Internal audit experience within the asset management industry or financial services is preferred; •...SeniorAsset
$120k - $195k
...office** Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things... ...firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and...SeniorWork experience placementWork at officeLocal areaRemote workFlexible hours$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... .... Responsibilities: Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area$115k - $123.42k
...Senior Accounting Manager Iyuno-SDI Group Burbank, CA, US Responsibilities: Hands on management... ...of discrepancies. Manage Fixed Assets accounting functions, ensuring... ...and depreciable lives. Prepare property tax statement annually. Ability to define,...SeniorAsset$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...SeniorFlexible hours$90k - $150k
...refreshing departure from the traditional LA tax world. We are a boutique tax and... ..., providing comprehensive tax advisory, wealth management, and business consulting services. We take... ...ROLE: We’re seeking an experienced Tax Senior or Tax Manager to join our dynamic team....SeniorPermanent employmentWork at officeRemote workMonday to Friday- ...EY seeks a Senior ServiceNow Consultant to lead IT/OT Asset Management initiatives across client engagements in the U.S. This role emphasizes team leadership, requirements gathering, and delivering innovative ServiceNow solutions that align with business objectives. You...SeniorAsset
$60k - $70k
...Asset management company is seeking a Junior Financial Advisor to join their team in the Los Angeles of Chicago office. Responsibilities... ...markets, and client portfolios Collaborate with senior advisors to develop tailored financial plans and investment strategies...SeniorAssetLocal area- ...Role: Senior Manager in International Tax, focusing on U.S. cross-border investment funds and transactional work. Responsibilities Provide planning advice on U.S. cross-border investments and transactions. Assist with business development to expand existing client services...SeniorAsset
$141k - $290k
...our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning...SeniorImmediate startFlexible hours- ...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You... ...exceptional client service and taxexpertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth...SeniorTemporary workPrivate practiceWork at officeLocal area
- ...Senior Vice President, Global Regulatory Affairs About the Company Clinical-stage biotechnology company with a multi-asset pipeline across oncology, neuroscience, immunology, and rare disease. Industry Biotechnology Type Privately Held About the Role...SeniorAsset
$60k - $70k
...Restaurant Senior Kitchen Manager Are you a hardworking, service-minded leader with a real passion for the hospitality industry? Are you looking... ...staff in daily tasks, training, and developing them into assets of your team. Use creativity and communication to build a...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 manager Los Angeles, CA
- wealth management consultant Los Angeles, CA
- wealth management advisor Los Angeles, CA
- hedge fund private equity tax manager Los Angeles, CA
- tax manager public accounting Los Angeles, CA
- transfer pricing tax manager Los Angeles, CA
- senior tax director Los Angeles, CA
- international tax director Los Angeles, CA
- senior international tax manager Los Angeles, CA
- property tax manager Los Angeles, CA

