Asset & Wealth Management Tax Manager
$99k - $266kPwC
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs 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 activitiesWhat 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 opportunityWhat 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 collaborationTravel RequirementsUp to 20%Job Posting End DateThe 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: 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: more about how we work: 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.SummaryLocation: NY-New York; CA-Irvine; GA-Atlanta; IL-Chicago; TX-Dallas; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; US-Hybrid; UT-Salt Lake City; NJ-Florham Park; TX-San Antonio; CA-San Diego; TX-Fort Worth; CA-San Francisco; PA-Philadelphia; TX-HoustonType: Full time
$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...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 to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
- ...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
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...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands...AssetWork experience placementSummer holidayFlexible hours$73.5k - $212.28k
...LevelManagerJob Description & SummaryThe OpportunityAs a Federal Manager you will lead tax compliance work within our Tax Services practice, guiding... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1b$99k - $266k
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Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit....Work at officeLocal area- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth... ...taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by...Work at office
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...tax services and solutions within the asset and wealth management sectorWhat You...AssetFull timeH1bLocal area- ..., while enabling them to preserve their wealth for future generations, and provide for... ...We are one of the fastest-growing wealth management platforms in the United States. We have... ...and manage over $220 billion in client assets. We combine a boutique’s personal service...AssetPermanent employmentTemporary workWork at officeFlexible hours
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$86.5k - $164.5k
...Credits, Incentives and Methods (CIM) group, you will be performing tax consulting and advisory services, assisting a variety of... ...certifications, Federal tax depreciation method reviews and fixed asset management services. About the Role As a Tax Supervisor in the Tangible...AssetFull timeWork experience placementInternshipWork at officeLocal area- Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - San Antonio, TX role at JPMorganChase. Job Description At J.... ...advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500...Asset
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...analysts responsible for portfolio and asset allocation to achieve the client's investment...AssetWork experience placementWork at office
$110k - $150k
...About the job Tax Manager Pay: $110,000.00 - $150,000.00 per year Why This Is a Great Opportunity Step into a visible Tax Manager role where you can make a meaningful impact across tax planning, compliance, client advisory, and team development. Work directly...Full timeWork at officeRemote workMonday to Friday2 days per week- BOK Financial seeks a Wealth Advisor to develop, maintain, and grow relationships with high... ...with analysts on portfolio design and asset allocation to meet long-term goals. You will... ...new opportunities through referrals, manage client activity, and uphold compliance. A...Asset
$110.7k - $226.13k
...benefits can influence high-stakes business decisions? Join Deloitte Tax LLP’s Global Employer Services (GES) Rewards - M&A team,... ...role will end on May 31, 2027. Work you'll do As a Deloitte Tax Manager on the Global Employer Services, Rewards - M&A team, you will be...Local areaVisa sponsorship$110.7k - $226.13k
Position Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize, redesign, build, and stand up effective stock administration functions, including operating models,...Local areaVisa sponsorship$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bRemote work$155k - $410k
...services related to human resources, talent management, and organisational development. They... ...technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeTemporary workH1b$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...to solve our clients' needs. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b$76k - $125.3k
...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! Our FSO Tax and EY EDGE practice is made up of a team of professionals...AssetSummer holidayFlexible hours$60k - $79k
...job poster from Brewer Morris Recruiter - Tax, Audit and Outsourced Accounting at... ...to put this individual on a path toward management. Benefits Include: Compensation: $60,000... ....00 54 minutes ago Tax Senior Associate, Asset Management (Remote Option) We’re unlocking...AssetFull timeRemote workWork from home- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...to pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping...AssetLocal area
$125k
...Job Description Job Description Tax Senior – Wealth Management & Public Accounting Location: San Antonio, TX Compensation: Up to $125,000 + Annual Bonus (15–20%) Are you a tax professional looking for more than just another busy season? Our client...Work at office- ...guest experience, and overseeing the entire hotel operations as a Manager on Duty. Shift Requirements 11:00 pm-7:00 am weekdays/weekends... ...the integrity of cost controls and proper maintenance of assets Supervise Hotel Overnight and monitor other departments Ensure...AssetImmediate startShift workNight shiftWeekend workWeekday work
$125k - $145k
...professional services. This regional CPA firm assists in maximizing tax savings, growth strategies. and strategic advisory consulting,... ...with the ability to research and implement tax liability and asset protection strategies Ability to perform tax prep and review...AssetFull timeLocal areaRemote work
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