Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt 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.Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:Analyse and identify the linkages and interactions between the component parts of an entire system.Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.Develop skills outside your comfort zone, and encourage others to do the same.Effectively mentor others.Use the review of work as an opportunity to deepen the expertise of team members.Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.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 OpportunityAs part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.Responsibilities- Supervise and develop team members to achieve exceptional deliverables- Manage client service accounts and engagement workstreams- Independently solve and analyze complex problems- Utilize PwC's technical knowledge and industry insights to address client needs- Drive digitization, automation, and efficiency improvements- Coach teams to enhance their skills and performance- Oversee successful planning, budgeting, and execution of projects- Foster a culture of continuous improvement and innovationWhat You Must Have- Bachelor's Degree in Accounting- 4 years of experience- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart- Thorough knowledge of compliance and consulting for financial partnerships- Knowledge of structuring funds to limit tax liability- In-depth tax technical skills in partnership tax forms- Experience identifying and addressing client needs- Building, maintaining, and utilizing networks of client relationships- Success as tax technical business advisor- Familiarity with CRM systems- Knowledge of automation and digitization in professional services- Experience with alternative fee arrangements and pricing strategiesTravel RequirementsUp to 40%Job Posting End DateThe salary range for this position is: $99,000 - $266,000. 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.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: NY-New York; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; SC-Columbia; OH-Columbus; TX-Dallas; MD-Baltimore; IL-Rosemont; CA-Sacramento; MA-Boston; MO-St. Louis; UT-Salt Lake City; TX-San Antonio; CA-San Diego; CA-San Francisco; CA-Silicon Valley; PR-San Juan; WA-Seattle; NY-Albany; CT-Stamford; FL-Tampa; GA-Atlanta; OH-Toledo; TX-Austin; OK-Tulsa; DC-Washington; CO-Denver; IA-Des Moines; MI-Detroit; NY-Buffalo; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston; MI-Grand Rapids; IN-Indianapolis; CA-Irvine; FL-Jacksonville; MO-Kansas City; NV-Las Vegas; AR-Little Rock; CA-Los Angeles; KY-Louisville; AL-Birmingham; AR-Fayetteville; NY-Melville; FL-Miami; WI-Milwaukee; MN-Minneapolis; VT-Montpelier; TN-Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; FL-Orlando; PA-Philadelphia; AZ-Phoenix; PA-Pittsburgh; OR-PortlandType: Full time
$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$100.35k - $205k
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$91k - $321.5k
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...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...challenges, then come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team of professionals...AssetSummer holidayFlexible hours$115k - $135k
...Senior Tax Manager - Established Firm | Excellent Compensation $ | Growth Opportunity Salary: $115,000 - $135,000 per year About us We are... ...Extensive experience with partnership tax, real estate tax, and asset management. Proficiency in tax software and technology. Strong...AssetPermanent employmentLocal area$90k - $120k
...delivery of a broad range of wealth products and services including... ...financial planning, investment management, personal trust and estate... ...advisory and investment management/asset allocation concepts and... ...accidental death and dismemberment, tax-preferred savings accounts,...AssetFull timePart timeWork at officeLocal areaShift workDay shift$139.2k - $293.5k
...through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in... ...future of our industry. Job Description: As a Senior Manager in our Tax Accounting Services (TAS) department, you will leverage...Work at officeLocal areaRemote workWorldwide- ...of financial strategy, financial planning, annual budgeting, receipt and disbursement of funds, accounting, procurement, and asset management. The Director will have a hands-on approach to all aspects of a line-of-business' finances while overseeing a team of 8 individual...AssetLocal area
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- ...Job Description Job Description Andover Management Group is a growing real estate management company headquartered in downtown Louisville... ...firm's principals have developed and invested across numerous asset classes including multi-family, office, commercial, self...AssetWork at office
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$77.9k - $199k
...since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply... ...are currently seeking a High Net Worth Wealth Advisor. This group is a business designed... ...with a need for robust planning, asset management, estate or trust services, and private banking...Asset$124k - $280k
...The Opportunity As a Managed Services - Revenue Cycle Coding - Senior Manager, you will specialize in enhancing the efficiency and... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetH1b- About the Company A leading real estate investment and management firm is seeking an Accountant, Property Accounting to support the continued... ...to work cross‑functionally with operations, finance, and asset management teams while supporting ongoing process improvement initiatives...Asset
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