Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
Specialty/Competency: Industry Tax Practice
Industry/Sector: Asset and Wealth Management
Time Type: Full time
Travel Requirements: Up to 20%
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 organisations 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 Director, 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:
Support team to disrupt, improve and evolve ways of working when necessary.
Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
Identify gaps in the market and spot opportunities to create value propositions.
Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
Create an environment where people and technology thrive together to accomplish more than they could apart.
I promote and encourage others to value difference when working in diverse teams.
Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
Influence and facilitate the creation of long-term relationships which add value to the firm.
Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders.
Responsibilities
Define strategic direction for the Default team
Lead initiatives in business development and client relations
Oversee multiple projects maintaining exceptional delivery
Build and maintain executive-level client relationships
Mentor and guide the next generation of leaders
Advocate for digitization and automation in tax advisory
Adhere to professional and technical standards
Foster a collaborative environment where technology thrives
What You Must Have
Bachelor's Degree
6 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
Master's Degree in Accounting, Taxation preferred
Proficiency in managing tax compliance for various business entities
Proficiency in fiduciary income tax returns and compliance
Collaboration with tax practitioners and business managers
Skilled in preparing and reviewing thorough tax returns
Written and verbal business communication skills
Proficiency in problem-solving and creative solutions
Leadership in generating new business and proposal writing
Proficiency in automation and digitization in tax services
?We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
The salary range for this position is: $150,000 - $438,000. 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
$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 our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas$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$116.2k - $212.9k
...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! EY’s FSO tax practice provides comprehensive and specialized tax...AssetWork experience placementSummer holidayLocal areaFlexible hours$77k - $214k
...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...AssetFull timeH1b$77k - $214k
...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...AssetFull timeH1b$103.6k - $189.9k
...to go. Join EY and help to build a better working world. Tax – Global Compliance & Reporting Insurance – Financial... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaFlexible hours$102.1k - $187k
...go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...AssetSummer holidayWork at officeRemote workFlexible hours$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector:... ...& Capital Markets Tax Director, you will focus on providing... ...services Leading project management initiatives in banking and capital... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-... ...clients in their investment journeys and consolidating their assets. This position demands strong communication skills, a valid FINRA...Asset
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service... ...Group addresses complex wealth management needs of clients through our... ...Branch Executives and Directors within the Investor Advice Solutions... ...design plans to ensure that asset and service targets are met....AssetWork at office
- ...Wealth Management Advisor The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products... ...investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture...AssetTemporary workWork experience placement
$76k - $125.3k
...Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. The opportunity EY's FSO EDGE WAM practice provides...AssetSummer holidayWork at officeLocal areaFlexible hours$217k - $256k
...reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with... ...and technological evolution. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax...Casual workWork at officeLocal area- ...Senior Wealth Advisor Wealth Management Irvine,California Sacramento,California Santa Rosa,California Eugene,Oregon Los Angeles,California... ...a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is...AssetImmediate start
$88.4k - $132.6k
...Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act The Wealth Relationship Mgmt.... ...Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws...AssetFull timeWork at office$124k - $335k
...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable... ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...responsibilities include effectively build, lead and manage a team which is responsible for... ...preparation of a budget, support the preparation of tax return preparation and GAAP Forecast. The... ...accounting areas such as equity, assets impairment, segment reporting, business and...Asset
- ...expertise. We currently have 40+ funds under management, and look for world-class management and... ...vs-actual variances, and assist with Net Asset Value (NAV) calculations. Compliance &... ...Support the team during annual audits and tax filings, ensuring all financial records...AssetWork at office
$81.13k - $164.57k
...an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers... ...pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...AssetLocal area$81.13k - $164.57k
...an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers... ...pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to...AssetLocal area$189.8k - $384k
...Tax Director - Americas (San Jose) Location: San Jose Team: Finance Employment Type... ...Leader to oversee tax compliance, tax risk management and tax planning across the Americas... ...border service transactions, intangible asset tax planning, and digital economy-related...AssetTemporary workLocal area$194.9k - $265.6k
## Tax Director, National Office (SALT – Sales & Use Tax)Applylocations: San Jose, California: Philadelphia, Pennsylvania: Chicago, Illinois... ..., and technology-enabled solutions to enhance efficiency* Manage, develop, and mentor SALT professionals by providing coaching,...Contract workWork at officeLocal areaFlexible hours$155k - $410k
...related to human resources, talent management, and organisational... ...(e.g. refer to specific PwC tax and audit guidance) the Firm'... ...of trust and innovation. As a Director, you will demonstrate thought... ...information, handling proprietary assets, or collaborating closely...AssetFull timeTemporary workH1b$180k - $240k
...Review of interim and annual ASC 740 income tax provisions, reconcile income tax accounts... ...48), maintain components of deferred tax assets, and document valuation allowance... ...tax payments, and related reporting for management and stakeholders Manage outside providers...AssetWork experience placementInterim role$157.5k - $420k
...Tax Managing Director, Global Tax Outsourcing The Tax Managing Director, Global Tax Outsourcing will be a senior member of the GTO team, responsible for building strong personal client relationships, directing all project services delivered, leading specific strategic...Work experience placementWork at officeLocal area$180k - $240k
Position Summary, Responsibilities and Expectations: Manage outside providers with the preparation of foreign corporate income tax returns, workpapers. Review, and analyze international income tax provision components in accordance with ASC 740, including complex international...Fixed term contractWork experience placementLocal area$180k - $240k
A leading gaming company in Milpitas, CA is seeking an experienced tax manager to oversee international tax compliance and reporting. The role requires strong expertise in U.S. international tax regulations, including GILTI and Subpart F. Applicants should have a Bachelor...$88.4k - $132.6k
...and Financial Advisors, Small Business Partners, Relationship Managers, etc.). Organize client events to enhance client bonding. Acquire... ...firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules, and regulations...AssetWork at office- ...Accounting Manager H2O America is actively seeking talented, driven and effective applicants for the position of Accounting Manager... ...e.g. actuaries, insurance representatives, insurance providers, asset holders). Assists in the accurate and timely completion of regulatory...Asset
$115k - $215k
...Digital Assets Tax Director Organizations across industries are rapidly integrating digital assets into their operations, finance, and... ...messaging across the digital-asset practice. Engagement Management and Client Service Serve as the primary engagement manager...AssetSummer workWork at officeLocal areaRemote workFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Director. Be the first to apply!
- asset protection manager San Jose, CA
- wealth management consultant San Jose, CA
- wealth management advisor San Jose, CA
- wealth manager San Jose, CA
- state tax manager San Jose, CA
- sr tax manager San Jose, CA
- senior tax director San Jose, CA
- remote tax manager San Jose, CA
- hedge fund private equity tax manager San Jose, CA
- tax director San Jose, CA


