Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management - Tax Senior Manager

PwC (US)

Financial Services Tax Practice Senior Manager

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
  • Deal effectively with ambiguous and unstructured problems and situations.
  • Initiate open and candid coaching conversations at all levels.
  • Move easily between big picture thinking and managing relevant detail.
  • Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.
  • Contribute technical knowledge in area of specialism.
  • Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
  • Navigate the complexities of cross-border and/or diverse teams and engagements.
  • Initiate and lead open conversations with teams, clients and stakeholders to build trust.
  • Uphold the firm's code of ethics and business conduct.

The Opportunity

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.

Responsibilities

  • Lead and manage large-scale projects to achieve successful outcomes
  • Innovate and streamline processes to enhance efficiency and effectiveness
  • Maintain exceptional standards of operational excellence in every activity
  • Interact with clients at a senior level to drive project success
  • Build trust with multi-level teams and stakeholders through open communication
  • Motivate and coach teams to solve complex problems
  • Serve as a strategic advisor, leveraging specialized knowledge and industry trends
  • Provide strategic input into the firm's business strategies

What You Must Have

  • Bachelor's Degree in Accounting
  • 5 years of experience
  • CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

  • In-depth knowledge of compliance for financial partnerships
  • Knowledge of structuring funds to limit tax liability
  • Experience identifying and addressing client needs
  • Building and utilizing networks of client relationships
  • Managing resource requirements and project workflow
  • Creating an atmosphere of trust in teams
  • Developing new relationships and selling new services
  • Innovating through new and existing technologies
  • Utilizing digitization tools to enhance engagements
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Manager in Montpelier, VT vacancy
  • $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... 
    Asset
    Full time
    H1b

    PwC

    East Montpelier, VT
    3 days ago
  • $102.3k - $147.05k

     ...together. Because at UKG, your work matters—and so do you. Senior Product Marketing Manager – HCM & Payroll About the Role We're looking for a...  ...comfortable building slides, one‑pagers, and enablement assets yourself Strong project management skills; proven ability... 
    Senior
    Asset
    Local area

    UKG (Ultimate Kronos Group)

    Montpelier, VT
    1 day ago
  • $97.5k - $131.63k

     ...Job Description Summary: The Senior Account Executive is an enterprise...  ...with license account managers. Sells complex services and/or...  ...00 - $131,625.00 gross before taxes. This position is eligible for...  ...help extend the value of these assets, enabling our customers to embrace... 
    Senior
    Asset
    Remote work
    Worldwide

    Rocket Software

    Montpelier, VT
    2 days ago
  • $102.3k - $147.05k

     ...together. Because at UKG, your work matters—and so do you. Senior Product Marketing Manager - HCM & Payroll About the Role We're looking for a...  ...comfortable building slides, one‑pagers, and enablement assets yourself Strong project management skills; proven ability... 
    Senior
    Asset
    Local area

    UKG (Ultimate Kronos Group)

    Montpelier, VT
    2 days ago
  • $91k - $321.5k

     ...: Up to 20% The Opportunity As a State & Local Senior Manager on the PwC Internal Partnership Tax Team, you will work within the firm's internal Tax department...  ...or customer information, handling proprietary assets, or collaborating closely with team members. We... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    East Montpelier, VT
    4 days ago
  •  ...resources. Siemens Digital Industries Software is looking for a Senior Content Marketing Manager who lives at the intersection of technical depth and...  ...the content repurposing motion: adapting high‑performing assets across formats and channels to maximize the reach and... 
    Senior
    Asset
    Freelance
    Local area

    Siemens

    Montpelier, VT
    3 days ago
  • $91k - $321.5k

     ...maintaining regulatory compliance and managing risks for clients, providing...  ...(e.g. refer to specific PwC tax and audit guidance), the Firm'...  ...- Managed Services - Senior Manager, you will lead initiatives...  ...information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    Contract work
    H1b

    PwC

    East Montpelier, VT
    18 hours ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax... 
    Asset
    Full time
    H1b
    Local area

    PwC

    East Montpelier, VT
    18 hours ago
  • $60k - $76k

     ...00 To $76,000.00 Annually Join Our Team: Senior Staff Accountant About us: Central Vermont...  ...investment schedules, maintain fixed asset schedules, and support budgeting Supervise...  ...with guidance from our office staff and management team. Eligibility for loan forgiveness programs... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area

    Central Vermont Home Health & Hospice

    Berlin, VT
    2 days ago
  •  ...team in Montpelier, Vermont. This role focuses on developing dashboards and reporting services that elevate the experience of digital assets. Your responsibilities include gathering data requirements, designing analytics solutions, and leading validation processes to... 
    Senior
    Asset

    Baylor Scott & White Health

    Montpelier, VT
    4 days ago
  •  ...accounting function, such as investments, reinsurance, fixed assets, procurement/contract management, financial analysis and account reconciliation,...  ...related to that function. Serve as back up to other senior accounting staff, and assist in training and overseeing... 
    Asset
    Contract work
    Work at office

    Vermont Mutual Insurance

    Montpelier, VT
    4 days ago
  • $73.5k - $212.28k

     ...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and...  ...team member's unique strengths, and managing performance to deliver on client expectations...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    Full time
    H1b
    Work at office
    Remote work

    PwC

    East Montpelier, VT
    4 days ago
  •  ...Lumen is looking for a Project Manager/Planner III to oversee large-scale projects related to our fiber-optic network across North America. You will collaborate with cross-functional teams and manage resources to deliver projects on time and within budget. The ideal candidate... 
    Senior

    Lumen Inc

    Montpelier, VT
    1 day ago
  • $200.7k - $229.1k

     ...Senior Product Manager, Growth – Capital One Shopping (Remote-Eligible) Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences... 
    Senior
    Full time
    Part time
    Local area
    Remote work

    Capital One

    Montpelier, VT
    4 days ago
  • $72.7k

     ...and/or outside agencies to resolve problems. Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc...  ...and make recommendations relative to the accounting of reserves, assets, and expenditures. Advise management of expected outcomes, and... 
    Senior
    Asset
    For contractors
    Work at office
    Local area

    Highmark Health

    Montpelier, VT
    1 day ago
  •  ...involved with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have... 
    Asset

    Charles Schwab

    Montpelier, VT
    4 days ago
  •  ...CDM Smith is seeking a seasoned construction program manager to plan, oversee multiple small to medium projects or a large complex program. You will coordinate CPM scheduling, claims administration, shop drawings, and field teams, and provide technical guidance across... 
    Senior

    CDM Smith

    Montpelier, VT
    4 days ago
  •  ...of mind through safety and visibility. We are seeking to hire Senior Manager of Digital Strategy Experience who serves as a strategic connector...  ...Governance: Establish governance for product data, digital assets, and content lifecycle (taxonomy, metadata, approvals,... 
    Senior
    Asset

    Assa Abloy Group

    Montpelier, VT
    1 day ago
  • $150k - $185k

    A leading engineering firm is seeking a Pricing Senior Manager responsible for overseeing cost proposal development and pricing strategies. The ideal candidate will have over 12 years of experience, including management. Knowledge of Federal Acquisition regulations and... 
    Senior
    Remote job

    Amentum

    Montpelier, VT
    4 days ago
  • $18.7 - $22 per hour

     ...A healthcare services provider is seeking a Senior Representative for Customer Service Operations. In this fully remote role, you will assist home health nurses with order placements and provide high-touch service for complex medical supply requests. Ideal candidates... 
    Senior
    Hourly pay
    Remote work

    Cardinal Health

    Montpelier, VT
    2 days ago
  • $76.52k - $163.9k

     ...Sr. Practice Solutions Relationship Manager The Practice Solutions team is highly focused and specialized, working with private, owner...  ...& covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. You... 
    Senior
    Asset
    Work experience placement
    Local area
    Flexible hours

    UMB Bank

    East Montpelier, VT
    3 days ago
  • A data collaboration platform for healthcare is seeking an Inpatient Auditing Specialist. This fully remote role requires 3+ years of coding and auditing experience along with an Associate or Bachelor's degree from an AHIMA-certified HIM program. The specialist will conduct...
    Remote work

    Datavant

    Montpelier, VT
    4 days ago
  •  ...fellow engineers. You'll have at least 7 years of experience in software engineering and cloud computing, with a focus on delivering innovative risk management products. Enjoy a competitive salary range and a culture of diversity and inclusion. #J-18808-Ljbffr Capital One
    Senior
    Remote job

    Capital One

    Montpelier, VT
    1 day ago
  •  ...the ongoing success of our Regulatory Affairs Consulting team, Parexel is seeking an experienced Senior Regulatory Affairs Consultant (Program / Client Partnership Manager) to join our team. In this pivotal role, you will leverage advanced Regulatory Affairs expertise... 
    Senior

    PAREXEL

    Montpelier, VT
    4 days ago
  • CDM Smith is looking for a Substation Project Manager to lead multi-discipline engineering teams and manage complex substation projects nationwide. Candidates should have a Bachelor’s degree, at least 10 years of experience in related fields, and PMP certification. The... 
    Senior

    CDM Smith

    Montpelier, VT
    1 day ago
  •  ...Workday Transformation team brings a balanced blend of Project Management (PM) and Business Analysis (BA) expertise. They are skilled at...  ...ability to challenge, align, and drive decisions across HR, IT, and senior leaders. Experience in roadmap and pipeline management ,... 
    Senior
    Work at office
    Local area
    Remote work
    2 days per week
    3 days per week

    Raymond James Financial Services

    Montpelier, VT
    4 days ago
  • $123.4k - $176.3k

     ...requirements and provide options analysis. The Senior Software Engineer, SAP FICO will be...  ...Receivable, Accounts Payable, Fixed Assets, Intercompany Accounting, Profitability Analysis...  ..., and technical capabilities to manage a wide variety of projects Capability to... 
    Senior
    Asset
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    Cardinal Health

    Montpelier, VT
    18 hours ago
  • $31 - $42 per hour

     ...accounting, supply chain, corporate strategy & development and tax professionals that support and enhance Intuit's operating efficiencies...  ...to effectively prepare monthly accruals. Assist SPOA database manager with preparation and analyses of monthly accrual data. Identify... 
    Senior
    Part time
    Remote work
    Shift work

    Intuit

    Montpelier, VT
    1 day ago
  • $150.03k - $224.25k

     ...Job Summary Under the direction of the Director/Associate Director of Clinical Management, the Senior Clinical Study Manager is responsible for the oversight and management of Otsuka clinical studies, including coordination with other relevant parties (e.g., other Otsuka... 
    Senior
    Contract work
    Local area

    Otsuka America Pharmaceutical Inc.

    Montpelier, VT
    2 days ago
  •  ...Senior Associate, Oracle Consulting A career in our Enterprise Performance Management team, within our Oracle consulting practice, will provide the opportunity to work alongside CEOs, CFOs, controllers and business leaders to drive value throughout the organization... 
    Senior

    PwC (US)

    Montpelier, VT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Manager. Be the first to apply!