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

Asset & Wealth Management - Tax Senior Associate

$77k - $214k

PwC

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Los Angeles, CA vacancy
  • $260k

     ...Mid/Senior-Level Transactional Tax Associate Join to apply for the Mid/Senior-Level Transactional Tax Associate...  ...pricing, indirect taxes and wealth management tax advice and planning. Baker McKenzie...  ...-border investments in various asset classes, private investment offerings... 
    Senior
    Asset
    Hourly pay
    Full time
    Work at office
    Local area
    Worldwide

    Baker McKenzie

    Los Angeles, CA
    3 days ago
  •  ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of...  ...also be instrumental in expanding the company's assets under management (AUM) and developing new client... 
    Senior
    Asset

    Confidential

    Los Angeles, CA
    16 hours ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Los Angeles, CA
    1 day ago
  • $200k

    NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal... 
    Senior
    Asset

    Nc

    Los Angeles, CA
    2 days ago
  • Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning...  ...ensuring exceptional client experiences while growing assets under management. The ideal candidate has a Bachelor’s... 
    Senior
    Asset
    Flexible hours

    Cerity Partners Management LLC

    Los Angeles, CA
    4 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...connections, and learning how to manage and inspire others....  ...increased efficiencies. As a Senior Associate you analyze complex...  ...information, handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Los Angeles, CA
    4 days ago
  • City National Bank seeks a Senior Financial Advisor to lead wealth management for a defined market, building new business and maintaining relationships with affluent clients. You will provide asset management, financial planning, and brokerage guidance, coordinating with... 
    Senior
    Asset

    City National Bank

    West Hollywood, CA
    4 days ago
  •  ...professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate client reporting and materials. The position requires a... 
    Senior
    Asset

    Wilshire

    Santa Monica, CA
    4 days ago
  • $124k - $335k

     ...career in our Financial Services Tax practice, within Corporate...  ...their tax obligations while managing the impact tax has on their business...  ...and in the future. As a Senior Manager, you'll work as part...  ...As part of the Asset and Wealth Management team you are expected... 
    Senior
    Asset
    H1b
    Local area
    Overseas

    PwC

    Los Angeles, CA
    18 hours ago
  •  ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team...  ...Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition...  ...Knowledge of portfolio construction, asset allocation, investment strategies,... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Los Angeles, CA
    2 days ago
  •  ...-net-worth families as their primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance... 
    Senior
    Asset
    Work at office

    Andsimple

    Los Angeles, CA
    2 days ago
  • $81.13k - $164.57k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management... 
    Senior
    Asset
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  •  ...Advisor seeking to transform traditional wealth management. Our quest is to integrate the...  ...motivated professional to join our team as a Senior Associate. This role will work closely with the...  ...Construct client performance and asset allocation reports Collaborate with team... 
    Senior
    Asset
    Work experience placement

    Ieqcapital

    Los Angeles, CA
    3 days ago
  • $85k - $145k

    COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?...  ...compliance for Bank Wealth Management products. Responsible for monitoring...  ...(RNDIP), Regulation R, associated investment products and...  ...RBC Qualified Professional Asset Manager (QPAM) requirements... 
    Senior
    Asset
    Remote work

    City National Bank

    Los Angeles, CA
    3 days ago
  • $81.13k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services...  ...Responsibilities: Support Tax Managers and Partners in the day-to-day management... 
    Senior
    Asset
    Local area

    KPMG

    Los Angeles, CA
    2 days ago
  • $92.11k - $156.88k

    SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC...  ...all regulatory and internal requirements associated with the assets in their portfolio in accordance... 
    Senior
    Asset
    Remote work

    City National Bank

    Los Angeles, CA
    2 days ago
  • $77k - $214k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description...  ...careers, now and in the future.As a Senior Associate, you'll work as part of a team of...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Los Angeles, CA
    4 days ago
  • Senior Financial Planner page is loaded## Senior Financial Plannerlocations...  ...expanded its services from managing capital for a single family...  ...Rudnick is a distinguished asset and wealth management firm with...  ...financial plans, estate reviews, and tax analyses primarily for... 
    Senior
    Asset
    Permanent employment
    Visa sponsorship
    Free visa
    Flexible hours

    Virtus Investment Partners, Inc

    Los Angeles, CA
    18 hours ago
  • $60k - $125k

     ...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious...  ...Sachs and beyond, which may include tax and estate planning, philanthropic...  ...teammates to service our clients Oversee asset movements, portfolio implementations and... 
    Senior
    Asset
    Work at office

    Goldman Sachs

    Los Angeles, CA
    5 hours ago
  • $90k - $105k

     ...financial planning, investment management, business management, tax, estate, insurance, and...  ...with up to $70 billion in assets. The Barron's top RIA...  ...are looking for a Sr. Tax Associate I to join our Tax Team. The...  ...work in conjunction with our wealth advisors to provide tax... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Work from home
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Los Angeles, CA
    8 days ago
  • In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services...  ...financial goals, current financial data, tax rates, inflation rates, and...  ...benefits, insurance, investment vehicles, asset allocation, estate planning... 
    Senior
    Asset
    Work at office

    Aspiriant

    Los Angeles, CA
    1 day ago
  • $150k - $300k

    Divisional OverviewGoldman Sachs Asset Management is one of the world’s leading investors in alternative...  ...Goldman Sachs Asset Management seeks a senior investing professional to source and...  ...access to a full pool of analysts and associates, and collaborate seamlessly across... 
    Senior
    Asset
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    Los Angeles, CA
    2 days ago
  • $77k - $214k

     ...SummaryAt PwC, our people in tax services focus on providing advice...  ..., 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... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Los Angeles, CA
    18 hours ago
  •  ...banking and fostering a culture where associates thrive. We are dedicated to...  ...FID), you’ll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in...  ...solutions.About the Role:A Senior Wealth Advisor is an experienced financial... 
    Senior
    Asset
    Full time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    3 days ago
  • $72k - $184.44k

    Industry/SectorAsset and Wealth...  ...SummaryAt PwC, our people in managed services focus on a variety...  ...refer to specific PwC tax and audit guidance), the...  ...client engagements. As a Senior Associate, you will utilize your...  ...handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Los Angeles, CA
    1 day ago
  •  ...Group is a renowned business management and family office firm...  ...services including accounting, tax, tour management and wealth preservation strategy. We...  ...estate planning, assets purchases, and investments...  ...services, and oversight of associated journal entries. Maintains... 
    Senior
    Asset
    Work at office

    Tri Star Sports & Entertainment

    West Hollywood, CA
    18 hours ago
  • $100k - $150k

     ...industry You will have the flexibility to manage your days in support of our...  ...best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives...  ...issues and accounting methods, digital assets, and other matters Assist with M&A... 
    Senior
    Asset
    Work at office
    Local area

    EisnerAmper

    Los Angeles, CA
    4 days ago
  • $90k - $150k

     ...refreshing departure from the traditional LA tax world. We are a boutique tax and...  ..., providing comprehensive tax advisory, wealth management, and business consulting services. We take...  ...ROLE: We’re seeking an experienced Tax Senior or Tax Manager to join our dynamic team.... 
    Senior
    Full time
    Work at office
    Remote work
    Monday to Friday

    SCALIS

    Los Angeles, CA
    3 days ago
  •  ...Description Job Description Portfolio Manager (Senior/Vice President level depending on...  ...Site A highly regarded independent wealth management firm is seeking a Portfolio...  ...who excels at managing customized, multi-asset class portfolios for high-net-worth individuals... 
    Senior
    Asset

    International Search Consultants

    Los Angeles, CA
    2 days ago
  • City National Bank seeks an experienced Senior Specialist to manage a portfolio of Specialty Wealth assets, including real estate and closely held entities, with fiduciary oversight and regulatory compliance. The role involves coordinating with relationship managers, clients... 
    Senior
    Asset

    City National Bank

    Los Angeles, CA
    3 days ago

Do you want to receive more vacancies?

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