Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
The Opportunity
As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.
As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same.
In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm.
Responsibilities
Leading tax compliance workstreams and managing client expectations effectively
Guiding teams in the preparation and filing of tax returns to meet regulatory requirements
Utilizing analytical thinking to review and analyze financial data for tax compliance
Developing and implementing strategies to optimize clients' tax positions while minimizing risks
Building and maintaining relationships with clients to provide strategic tax planning advice
Overseeing the drafting and submission of regulatory tax documents
Promoting the use of innovative digital tools and practices in tax compliance processes
Monitoring and analyzing financial trends to identify opportunities for tax savings
Coaching and mentoring team members to enhance their skills and performance
Validating adherence to professional and technical standards in all tax-related activities
What You Must Have
At least a Bachelor's degree
At least 4 years of experience
At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
Excelling in analytical thinking and strategic questioning
Demonstrating proficiency in tax compliance and tax preparation
Utilizing AI fluency and digital tooling for innovative solutions
Managing complex projects with a focus on regulatory compliance
Mentoring and developing team members to enhance performance
Building strong client relationships through effective communication
Embracing change and fostering a culture of inclusion and collaboration
The 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:
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.
#LI-Hybrid
- PwC is seeking an Asset & Wealth Management Tax Senior Manager in Dallas to guide clients through complex tax regulations, optimize positions, and ensure compliance. You will lead teams, coach colleagues, and deliver strategic tax advice while maintaining professional and...Asset
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...AssetFull timeH1b$135k - $350.5k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetFull timeSummer holidayLocal areaImmediate startFlexible hours$105.1k - $218.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetFull timeSummer holidayLocal areaImmediate startFlexible hours$105.1k - $218.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetFull timeSummer holidayLocal areaImmediate startFlexible hours$103.6k - $215.8k
...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! As a Manager in Tax Controversy, you will assist clients in responding to and...AssetFull timeSummer holidayImmediate startFlexible hours$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work...AssetFull timeH1b- ...We are seeking an experienced and strategic Tax Manager to lead and oversee tax functions related to our real estate investments and operating... ...developers of industrial real estate, with $5.3 billion in assets under management. The firm has raised multiple private equity...AssetLocal area
- KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance... ...to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...Asset
- ...controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We...Asset
$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetH1bShift work$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$171.2k - $285.3k
...will the future shape you? The opportunity Tax Technology and Transformation offers... ...the need to understand how to make data an asset. The underlying objective of the combined... ...Ability to lead a team, mentor counselees and manage client-serving business Documenting and reviewing...AssetWork experience placementSummer holidayFlexible hours- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...Asset
- Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform of $55 billion in client assets and 1,100+ advisors. This executive owns New Store Sales end to end: building and leading...Asset
- Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering client service and supporting high-net... .... The role involves leading advisory teams, coordinating asset consolidation, and implementing financial plan...Asset
- ...Third Act Wealth Management is a boutique wealth management firm in Dallas serving pre-retirees,... ...comprehensive plans across retirement income, tax, estate coordination, and investments... ..., aligned to impact and growth New-asset bonuses and a revenue share tied to the...Asset
$120k - $130k
...$120,000.00/yr - $130,000.00/yr Our client is seeking a Tax Manager to lead all federal, state, and local tax compliance, planning... ...role manages tax filings, property tax, depreciation and fixed assets, estimated tax calculations, audit support, and coordination with...AssetFull timeLocal area- ...Job Description Tax Manager, Strategic Private Capital Location: Dallas, TX (Hybrid) Your Role Digital Realty Trust, Inc... ...adjustments and built-in gain (BIG) associated with contributed assets; review taxable income allocations; and maintain tax-basis and...AssetInterim roleLocal areaVisa sponsorship
- Andersen is seeking a Manager in Private Client Services to oversee multiple engagement teams serving high-net-worth clients, family offices... ...client communication, and ensure timely delivery of complex tax returns. The role requires 4+ years in private client work, a CPA...
$130k - $160k
...Description We are conducting a search for a high performing wealth advisory firm for a Lead Tax Advisor to serve as the in house tax subject matter... ..., and estates Oversee client tax projections and manage tax audit support as needed Coach, mentor, and develop...Full timeSeasonal workFlexible hours- ...Private Wealth Banker Dallas, TX, US, 75001 Req ID: 78623 Location: Dallas -DAL Areas... ...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...AssetLocal area
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships... ...of financial plan recommendations, and coordinate asset consolidation. Communicate clearly and succinctly;...AssetWork experience placement- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of... ...platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches...AssetWork at officeRemote workFlexible hoursNight shift
- ...DESCRIPTION Manage and strengthen relationships within an existing book... ...expectations and service standards. Wealth management experience with fee-based consulting, tax, mutual funds, money manager... ...wealth management Knowledgeable in Asset Allocation and Portfolio Risk...AssetFull timeWork at office
- Position: Senior Advisor, Trust & Wealth Management - Dallas, TX Location: Dallas, TX Job Id: 1082 # of Openings: 1 Position Summary The... ...and portfolio allocations Monitor investment performance and asset allocation and review portfolios with clients regularly...AssetWork at office
- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500...Asset
- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
- ...retained by a highly respected private wealth management firm serving a select group of ultra-high... ...Wealth Management . With more than $12B in assets under management, the firm delivers... ...personalized advice across investments, tax, estate planning, risk management, and other...Asset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!
- fixed asset manager Dallas, TX
- regional asset protection manager Dallas, TX
- senior asset manager Dallas, TX
- asset protection manager Dallas, TX
- IT asset manager Dallas, TX
- wealth management advisor Dallas, TX
- wealth management consultant Dallas, TX
- wealth manager Dallas, TX
- property tax manager Dallas, TX
- state tax manager Dallas, TX


