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
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...industry such as tax credits and fixed asset depreciation; and,Possessing a...AssetFull timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...meet their tax obligations while managing the impact tax has on their... ...conduct.The OpportunityAs part of the Asset and Wealth Management team you are...AssetFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area- BOK Financial’s Private Wealth Banker role focuses on acting as a trusted advisor, delivering... ...coordinating with brokerage, investment management, trust and insurance services. The... ...across divisions to grow client wealth and preserve assets. #J-18808-Ljbffr BOK FinancialAsset
- Req ID: 78591Location: Tulsa -TULAreas of Interest: Wealth Management Operations; Finance; TrustPay Transparency Salary Range: Not AvailableApplication... ...Services group specialize in providing comprehensive asset servicing for trust accounts, including asset setup,...AssetImmediate start
- ...how often (in days) to receive an alert: Private Wealth Banker Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available... ...footprint 5,000 team members $53.2 billion in assets* $129.3 billion in assets under management and...AssetLocal area
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...tax services and solutions within the asset and wealth management sectorWhat You...AssetFull timeH1bLocal area- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...5,000 team members $53.2 billion in assets* $129.3 billion in assets under management and...AssetWork at officeLocal area
- ...an alert: 2027 Accelerated Career Track (81881) - Associate Wealth Management (Tulsa) Location: Tulsa -TUL Areas of Interest: University Recruiting... ...an eight-state footprint 5,000 team members $53.2 billion in assets* $129.3 billion in assets under management and administration...AssetRotational programWork at officeLocal area
- ...days) to receive an alert: Audit Senior Manager, Corporate Audit Location: Tulsa -TUL, Dallas... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal... ...footprint 5,000 team members $53.2 billion in assets* $129.3 billion in assets under...AssetWork at officeLocal area
- ...for the overall effective and efficient management of Payroll Department operations. Provides... ...the Bank Secrecy Act, Office of Foreign Asset Control, USA Patriot Act and Privacy Act.... ...preparation of periodic reports of earnings, taxes, and deductions.Performs appropriate and...AssetShift work
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...perform daily or monthly reconciliations of asset, liability, and/or equity accounts. You will...AssetWork at office
$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bRemote work$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...to solve our clients' needs. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...leverages its global leadership in carbon management to advance lower-carbon technologies and... ...is an international energy company with assets primarily in the United States, the Middle... ...motivated individual to fill the position of Tax Advisor Sr within our Tax Department...AssetFull timeLocal areaFlexible hours
$76k - $125.3k
...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- ...Accounting & Finance Department by assisting in managing all functions required to assure maximum return on company assets, establishing policies, procedures, controls... ...Knowledge of Tip, GITCA compliance and Sales Tax reporting preferred. Must be able to obtain...AssetTemporary workWork at officeLocal areaShift workNight shiftWeekend workAfternoon shift
$76.6k - $157.2k
Position Summary Tax Campaign Marketer Lead Specialist If you’re a marketer, creative... ...and create relevant content and eminence assets, including POVs, articles, podcasts, and... ...plans and campaign actionsStrong project management and organizational skills; can manage...AssetWork at officeLocal area- ...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...AssetFlexible hours
- ...accounting activities, guiding the accounting team, and ensuring accurate month-end close and reporting. You will manage cash flow, journal entries, fixed assets, and balance sheet reconciliations, while coordinating with banks and maintaining strong internal controls....Asset
- ...Information Security; Information Technology; Infrastructure; Project Management; Risk Management; Software DevelopmentPay Transparency Salary... ..., NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...Work at office
$120k - $160k
A reputable consulting firm seeks a Tax Senior Manager in Tulsa, OK. This role offers a hybrid work model, with three days in-office and two days remote. The ideal candidate should possess a CPA license, a Bachelor's degree in Accounting, and a strong background in public...Work at officeRemote work- ...Sr. Tax Account or Tax Manager (Tulsa, OK - Hybrid)Tulsa, OK, United StatesJob Summary: Manage tax compliance, clients, employees and various tax projects through all related phases of the tax process with minimal supervision. Tax work will consist of various industries...Work at office
$90k - $120k
location_onTulsa, OklahomaacutePermanentLHH Recruitment Solutions is hiring a Tax Manager to oversee a small Tax team, manage excise and sales tax returns, lead audits, and respond to customer inquiries. This direct hire role is in Tulsa, OK and the anticipated salary is...Local areaFlexible hours- ...Job Title: Accounting Manager Keywords: Number of Positions: 1 Remaining Positions: 1 Duties... ...cash management, accounts payable, fixed assets, general ledger, and budget functions of... ...external auditors. -Preparation of tax returns or information required for assigned...Asset
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...go-to-market toolkits and enablement assets (FAQs, talking points, messaging frameworks)...AssetSeasonal work
- ...the largest independent midstream natural gas companies, with assets in Texas, New Mexico, Oklahoma, North Dakota, Louisiana, and California... ...driven change/improvement. Provide leadership and direction in managing the integrity of financial information. Work effectively with...Asset
- ...Accounting ManagerThe Accounting Manager oversees and supports the district's accounting operations... ...payable, payroll accounting, fixed asset accounting, bond accounting, and financial... ...end audit preparation, OCAS reporting, and tax filings (1099s and 1042s). Coordinates...AssetWork experience placementWork at office
- ...ManagerWe are seeking an experienced Accounting Manager to oversee core accounting functions,... ...supporting schedules.Overseeing the fixed asset accounting process, including asset... ...the preparation and filing of sales and use tax returns across multiple jurisdictions.Supporting...AssetLocal area
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