Asset & Wealth Management - Tax Senior Associate
$77k - $214kPwC
Specialty/Competency: Industry Tax Practice
Industry/Sector: Asset and Wealth Management
Time Type: Full time
Travel Requirements: Up to 20%
At 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.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
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 Opportunity
As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Responsibilities
Lead digitization and automation efforts
Solve intricate tax challenges
Mentor and guide junior team members
Foster and sustain client relationships
Gain thorough understanding of business contexts
Navigate complex tax scenarios effectively
Grow personal brand and technical skills
Uphold exceptional professional and technical standards
What You Must Have
Bachelor's Degree in Accounting
2 years of experience
Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations
What Sets You Apart
Innovating through new and existing technologies
Experimenting with digitization solutions
Working with large, complex data sets
Building models and leveraging data visualization tools
Exposure to pricing and client worth
Reviewing contracts and finding new pricing options
CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations
The salary range for this position is: $77,000 - $214,000. 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:
As 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:
Learn more about how we work:
For 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:
#LI-Hybrid
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorAssetFull timeH1b$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in... ...progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem...SeniorAssetFull timeH1bLocal areaOverseas- ...Citi Wealth - Wealth Advisor - Senior Vice President Discover your future at Citi Working at Citi is far more than just a job. A career... ...Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry...SeniorAsset
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in... ...progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem...SeniorAssetFull timeH1bLocal areaOverseasShift work$81.13k - $164.57k
...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-... ...firm KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice... ...and partnerships and for a variety of Asset Management clients Work as part of a multi-...SeniorAssetLocal area- ...Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with... ...client's goals • develop customized asset allocation strategies and investment...SeniorAssetFlexible hours
- ...Private Wealth Advisor Senior Job ID 2025-5695 Category Wealth Management Type Full-Time Workplace policy Full Time In Office... ...services, including financial planning and asset allocation techniques. Responsible for ensuring...SeniorAssetFull timeWork at office
$158.4k - $237.6k
...Global Wealth brings together the full power of Citi to serve the entire continuum of... ...Work is a partner to lawyers, accountants, asset managers and management professionals with deep... ...these fields. The Wealth Advisor is a senior-level position responsible for deepening...SeniorAssetFull time$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...of professionals providing dedicated tax technical services to both US and... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$100k - $150k
...You will have the flexibility to manage your days in support of our commitment... ...best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...and accounting methods, digital assets, and other matters Assist with M&A...SeniorAssetWork at officeLocal area- ...has been engaged by a locally based CPA / wealth management / client advisory firm in the beautiful... ...will play a key role in business entity tax return quality, providing a high level... ...prep and review of tax returns Assist senior managers in complex returns, and...Full timeMonday to FridayFlexible hours
- ...Senior Wealth Advisor Safe Act - Miami Working at Citi is far more than just a job. A career... ...of bringing in new bank and brokerage assets. Deepen relationships with existing clients... ...through converting referral leads. Manage client follow-up and adhere to all...SeniorAssetWork at office
- ...Senior Wealth Advisor- SAFE ACT Working at Citi is far more than just a job. A career with... ...Worth client base in the United States. Manage accounts of high net worth investors and... ...that will lead to the growth of the asset base. Appropriately assess risk when...SeniorAsset
$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- ...Senior Client Service Associate If you are a collaborative team member, solutions... ...well as protecting client assets against potential fraud activities... ...processing and asset management. We offer a competitive... ...J.P. Morgan Asset & Wealth Management delivers industry...SeniorAssetWork at office
$77k - $214k
...Specialty/Competency: State & Local Tax (SALT) Industry/Sector:... ..., and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you are to analyze complex problems... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1bLocal area$190k - $250k
...About the Role iCapital is hiring a Senior Vice President to join our International Client Solutions team to focus on... ...America. This individual will prospect new clients within the Asset Management and Wealth Management industries, maintain ongoing relationships with...SeniorAssetFull timeWork at officeRemote work$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$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors... ...holistic wealth management. With over three decades... ...calling your name. Role: Senior Wealth Advisor The... ...advanced strategies for tax planning, estate... ...opportunities to expand assets under management through...SeniorAssetFull timeWork at officeImmediate startHome officeAfternoon shiftWeekday work- ...their families. We provide diversified portfolio management and asset allocation guidance. We take an integrated approach to tax, estate, giving, law, and finance and provide... ...Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new...AssetFull timeWork at officeRemote work
$75.5k - $149.6k
...innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative... ...our industry. Job Description: As an International Tax Senior Associate you will have the opportunity to work on a vast array of...SeniorFull timeLocal areaWorldwideFlexible hours$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...SeniorAssetH1bLocal areaOverseas$120.9k - $254.9k
...part of our DNA across our audit, tax, and consulting groups. That's why... ...team! We're looking for Audit Senior Managers with experience in the Asset Management industry vertical. As an... ...applicable geographic differential associated with the location at which the position...SeniorAssetLocal areaWorldwideHome office$77k - $214k
...Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not... ...and in the future. As a Senior Associate, you'll work as part of a... ...responsibilities for this management level include but are not... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1bLocal area- ...Head Of Wealth At Work Advisors Working at Citi is far more than... ...of Wealth at Work Advisors, a senior leadership role, is responsible for driving significant asset and revenue growth. This position... ...understanding of wealth management and extensive practical experience...Asset
$77k - $214k
...Specialty/Competency: General Tax Consulting Industry/Sector... ...their tax obligations while managing the impact tax has on their... ...now and in the future. As a Senior Associate, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1bLocal areaOverseas$70.6k - $139.8k
...Audit Senior Associate Your journey at Crowe starts here: At Crowe,... ...of our DNA across our audit, tax, and consulting groups. That'... ...happiness and working with client management and staff at all levels to... ...experience working with Banking, Asset Management and Private Equity...SeniorAssetLocal areaWorldwideHome office- ...Senior Business Banking Relationship Manager Job Category: Banking Requisition Number:... ...as well as professional associations including Law Firm, CPA... ...individual banking and wealth management needs. You will... ...results and acquire new assets, both from new client acquisition...SeniorAssetFull timeTemporary workWork experience placementLocal area
- ...Senior Accountant AerSale® is a global leader and market innovator specializing in aviation products and services to meet the... ...Serviceable Material (USM) Sales and Parts Exchange, Flight Equipment Asset Management Services, Internally developed aircraft and component...SeniorAssetFor contractorsWork at office
- ...Vice President, Wealth Consulting About the Company Top-tier asset & wealth management firm Industry Financial Services Type Privately Held About the Role The Company is seeking a VP, Wealth Consultant to join their dynamic team. The successful candidate...Asset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!

