Asset & Wealth Management Tax Leader
PwC
PwC is seeking a Tax Senior Manager in Asset & Wealth Management to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will validate client data, review returns, and lead teams to deliver high-quality results with strategic advisory insights across wealth management clients. You will mentor and coach teams, drive collaborative problem solving, and maintain strong client relationships while adhering to PwC independence standards and industry #J-18808-Ljbffr PwC
$99k - $266k
PwC in the United States is seeking an Asset & Wealth Management - Renewable Energy Tax Manager to guide clients through tax planning, compliance, and strategy, leading teams and mentoring junior staff while upholding PwC's standards. You will analyze financial data, prepare...AssetTax- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...AssetTax
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ..., spanning strategic and tactical asset allocation as well as portfolio risk...AssetTax
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...AssetTaxFull timeH1b- Overview Dynamic, fast growing multi-billion AUM Wealth Management Firm has partnered with a Premier International Private... ...to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning...AssetTax
$100k - $130k
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling... ...), and Instagram. Blackstone Private Wealth was established to answer the growing... ...coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc...AssetTaxFull timeLocal area$250k - $290k
Join us as an Underwriting Leader, Representations and Warranties -... ...reimagining how we help customers to manage risk, transforming our... ...exposures (warranty breaches, tax structuring issues, litigation... ..., our people are our greatest asset. We know how important it is to...AssetTaxFull timeWork at office$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...AssetTaxFull timeH1b- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...Asset
- Who We AreWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning, and private banking...AssetTaxFull timeTemporary workPart timeWork experience placement
- ...Senior Wealth Advisor Apply ( locations Miami, FL time... ...advice using ongoing portfolio management solutions targeting clients and... ...portfolios of $5 to 15M in investable assets using Vanguard products and... ...related to investment advice, tax strategies, legacy and estate...AssetTaxFull timeLocal areaRemote work
- ...entities registered with the SEC—N10° Wealth, an exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale managed investment products. The two firms operate... ...' existing advisory teams, including tax professionals and estate attorneys, to...AssetTaxWork at officeLocal areaFlexible hours
- Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built on the belief that wealth management should be about alignment, not just returns. Through tailored... ...wealth management, legal, and tax matters, along with expanded...AssetTaxWork at office
$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex...AssetTaxFull timeH1b$124k - $335k
The Opportunity As 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...AssetTaxH1b$45k - $65k
At Guerra Wealth Advisors , we’re on a mission to redefine retirement... ...experience holistic wealth management. With over three decades of excellence... ..., client appointments, and assets under management (AUM)... ...regulations, compliance, and tax law changes. Support ongoing...AssetTaxBase plus commissionFull timeWeekday work$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex...AssetTaxFull timeH1b$100k - $130k
Blackstone is the world's largest alternative asset manager. Blackstone seeks to deliver compelling... ...), and Instagram. Blackstone Private Wealth was established to answer the growing... ...coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc...AssetTaxLocal area$225k - $275k
...Blackstone is the world’s largest alternative asset manager. We seek to create positive economic... ....**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group, supporting... ...Institutional Client Solutions, Finance, Tax, Public Affairs, and other groups in the...AssetTaxLocal areaFlexible hours- ...seeks a detail‑oriented professional to manage advisor and investor queries for Drawdown funds across asset classes. The role coordinates due diligence, tax questionnaires, and investor reporting while supporting Private Wealth expansion into new markets. Ideal candidates...AssetTax
- ...lead a fast‑growing analyst team, oversee end‑to‑end financing across project finance, tax equity, and debt, and build institutional‑grade models for renewables and AI compute assets while collaborating with development, engineering, legal, and finance to de-risk opportunities...AssetTax
- EY Private Tax is seeking a Manager to lead tailored tax advice and compliance for high‑net‑worth families and private businesses. You will guide wealth transfer, governance, and cross‑border planning while building relationships across our global EY network. The role focuses...Tax
- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...and Ultra High Net Worth clients. This leader will partner closely with Private Wealth... ....Knowledge of portfolio construction, asset allocation, investment strategies, and...AssetFull timeWork experience placementWork at office
$42 - $44 per hour
...Color Bar are aspiring business leaders who ensure excellent guest... ...Hair Color Bar, supporting the Manager's initiatives within operational... ..., inventory, company asset security. Demonstrate mastery... ...Assistance Program (FT and PT) ~ Pre-tax Commuter (Parking & Transit)...AssetTaxHourly payDaily paidFull timeTemporary workLocal areaShift workWeekend work$73.5k - $212.28k
...Description & SummaryThe OpportunityAs a Research and Planning Manager within our Tax practice, you will play a pivotal role in guiding businesses... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetTaxFull timeH1bLocal area$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we’re redefining... ...will develop tailored financial plans, manage portfolios, and implement tax-efficient strategies while... ...service. Growth in client base and assets under management through exceptional...AssetTaxFull timeWork at officeAfternoon shiftWeekday work$58k - $95k
...We believe our people are our greatest asset. We foster a collaborative, innovative, and... ...disbursement. This is a negotiation role with a management layer on top. Every dollar your team... ...plans 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available...AssetTaxFull timeTemporary workWork at office$124k - $280k
...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...and implementations. As a Senior Manager, you lead large projects and innovate processes... ...information, handling proprietary assets, or collaborating closely with team members...AssetTaxH1b- ...Intern in Miami, FL to work with Wealth Advisory professionals serving high... ...You will gain exposure to wealth management, including investment management, tax and estate planning, client service... ...development. The internship covers asset allocation modeling, portfolio...AssetTaxInternship
- PwC in Miami seeks an Asset & Wealth Management - Renewable Energy Tax Senior Associate to advise clients on tax planning, compliance, and strategy. You will build client connections, guide teams, and navigate complex tax regulations within renewable energy projects. The...AssetTax
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