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

PricewaterhouseCoopers

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 4 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Portland, OR vacancy
  • $85k - $105k

    Empirical Wealth Management is a rapidly growing financial services firms, currently...  ...financial lives and managing assets for hundreds of individuals and...  ...ethic into those around them. Senior TaxAssociate We are seeking a Senior Tax Associate to join our tax practice. This... 
    Senior
    Asset

    Empirical Wealth Management

    Portland, OR
    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

    Portland, OR
    2 days ago
  •  ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  .... KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services...  ...and partnerships and for a variety of Asset Management clients Work as part of a multi-... 
    Senior
    Asset
    Local area

    KPMG

    Portland, OR
    3 days ago
  • $170k - $210k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is...  ...Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    16 days ago
  •  ...holistic planning, Coldstream Wealth Management could be the perfect next...  ...the team is now adding a Senior Wealth Management Associate position. This...  ...flow, long-term plan, and asset allocation decisions Prepare...  ...Oversee annual tax reporting and completion... 
    Senior
    Asset
    Work at office
    Remote work
    3 days per week

    Coldstream Wealth Management

    Portland, OR
    7 days ago
  •  ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment...  ...Hedge Funds Financial Services Asset Management Consulting &...  ...Services Professional Services Wealth Management Fund Families Investment... 
    Senior
    Asset

    Confidential

    Portland, OR
    3 days ago
  • $76k - $125.3k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team...  ...and client relationship matters to senior management and subject‑matter professionals... 
    Senior
    Asset
    Summer holiday
    Flexible hours

    EY

    Portland, OR
    1 day ago
  • $77k - $214k

     ...Senior Associate, Specialized Tax Services - Research & Development Tax The Opportunity As a Specialized...  ...taxation, such as accounting methods, fixed-assets, and research and development tax...  ...client connections and learn how to manage and inspire others. You will navigate... 
    Senior
    Asset
    Full time

    PwC (US)

    Portland, OR
    5 days ago
  • $132.7k - $303.2k

     ...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... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Portland, OR
    2 days ago
  • $89.25k - $105k

     ...financial planning, investment management, business management, tax, estate, insurance, and...  ...with up to $70 billion in assets. The Barron's top RIA...  ...comprehensive financial plan. In the Senior Financial Planner I role,...  ...groups within Family Wealth Services and Investments... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    15 days ago
  •  ...Registered Investment Advisor managing over $10B in AUM and operating...  ...integrated strategy of investments + tax + financial planning to high...  ...grow and protect their wealth. Empirical Wealth Management...  ...financial lives and managing assets for hundreds of individuals and... 
    Asset

    SupportFinity™

    Portland, OR
    2 days ago
  • $150k - $250k

     ...big career move with Aprio. Join Aprio's Wealth Management team and you will help clients maximize...  ...advice at the intersection of Tax Planning, Financial Planning, and investment...  ...their overall balance sheet, including asset allocation, investment management, wealth... 
    Asset
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Portland, OR
    5 days ago
  •  ...At Northern Trust, our Wealth Strategist position is...  ...executive role. As a senior member of the Northern...  ...driven approach to wealth management planning. With the...  ...of wealth transfer and tax planning strategies. And...  ...connect individual client asset situations to our... 
    Senior
    Asset
    Local area
    Flexible hours

    Northern Trust

    Portland, OR
    4 days ago
  •  ...Senior Vice President of Retirement Sales About the Company Rapidly growing financial...  ...will be tasked with developing and managing relationships with financial advisors, plan...  ...retirement plan services, recordkeeping, asset management, insurance, TPA services, or financial... 
    Senior
    Asset

    Confidential

    Portland, OR
    3 days ago
  • $95k - $110k

     ...Senior Portfolio Manager CRMG, a commercial and residential management group, is in search of a seasoned Senior Portfolio Manager to provide...  ...for a results-driven professional with deep experience in asset and property management, compliance, and client relations within... 
    Senior
    Asset
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    CRMG

    Portland, OR
    1 day ago
  •  ...Senior Vice President of LIHTC Asset Management About the Company Financial services company with offices around the country focused on affordable housing development. Industry Financial Services Type Privately Held About the Role The Company is... 
    Senior
    Asset

    Confidential

    Portland, OR
    4 days ago
  • $75k - $130k

     ...Senior Account Executive CompuNet values its people more than any other asset—and realizes the contributions made by each employee are a reflection of their education,...  ...customers and work in conjunction with our Account Managers (inside sales) to manage customer... 
    Senior
    Asset
    Flexible hours

    CompuNet, Inc

    Portland, OR
    5 days ago
  •  ...Senior Vice President of LIHTC Asset Management About the Company Leader in the LIHTC real estate market with a high-growth, fast-paced environment. Industry Real Estate Type Privately Held About the Role The Company is seeking a Senior Vice President... 
    Senior
    Asset

    Confidential

    Portland, OR
    4 days ago
  •  ...Senior Project Manager Duration: 6 Months Location: Portland, OR - Hybrid 3 days per week Job Description Prepare and submit required PMO...  ...and the ability to quickly learn company-specific systems for assets, financial, and project management. Strong analytical,... 
    Senior
    Asset
    For contractors
    3 days per week

    BizTek People

    Portland, OR
    5 days ago
  • $92k - $100k

     ...alternative application process. Senior Accountant Professional...  ...with over $4 billion in assets under management. OCF is an Equal Opportunity...  ...recording non-cash gifts and associated sales in the general ledger....  ...and state quarterly estimated tax payments and related tax... 
    Senior
    Asset
    Full time
    Shift work

    The Oregon Community Foundation

    Portland, OR
    2 days ago
  • $177.69k

     ...opportunity. Position Summary We're seeking a Senior Account Executive (known to N2 as Area...  ...client base. From there, you grow an asset you own. This hybrid position involves a...  ...capture authentic, community-driven content Manage your territory, sales pipeline, and... 
    Senior
    Asset
    Local area
    Work from home
    Home office
    Flexible hours

    N2 - All Jobs

    Portland, OR
    1 day ago
  •  ...organization. The ideal candidate combines strong governance and risk-management experience with sufficient technical fluency to work...  ...compliance. - Maintain an enterprise inventory of material data assets, AI use cases, and related governance decisions in coordination... 
    Senior
    Asset
    Full time

    Mercury

    Portland, OR
    9 days ago
  • $172.5k - $222.5k

     ...Responsible For As part of the Global Risk Management (GRM) team, you will play a key role in...  ..., e‑money, payment services, and virtual asset regulations). Develop and maintain the enterprise...  ...identified, mitigated, and reported to senior management and regulators where required.... 
    Senior
    Asset
    Local area
    Flexible hours

    SupportFinity™

    Portland, OR
    1 day ago
  •  ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing...  .... CLA is looking to hire a Tax Senior to join our high net worth private...  ...tax issues. Focus on engagement management and operational excellence. Develop... 
    Senior
    Work at office

    CliftonLarsonAllen

    Portland, OR
    2 days ago
  • $151.02k - $177.67k

     ...ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon,...  ...dollars each year to community organizations. As a Senior Commercial Relationship Manager , you'll drive growth by building meaningful partnerships... 
    Senior
    Asset
    Local area

    Banner Bank

    Portland, OR
    1 day ago
  •  ...Senior Vice President, Product Management, Data Products & Strategy About the Company Innovative provider of cloud-based software & services for...  ...as a product, with a focus on transforming unique data assets into differentiated products and new sources of enterprise... 
    Senior
    Asset

    Confidential

    Portland, OR
    5 days ago
  • $124k - $280k

     ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'...  ...Expert, Azure Data Engineer Associate, Snowflake Core, Snowflake...  ...services Designing and managing data warehouses and data lakes...  ...information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    H1b

    PwC

    Portland, OR
    4 days ago
  • $130k - $160k

     ...Position: Senior Accounting Manager Location: Vancouver, WA Wilder Technologies, LLC, based in...  ...for revenue recognition, leases, fixed assets, reserves, and other technical...  ...and schedules for external auditors, tax teams, corporate finance, and other internal... 
    Senior
    Asset
    Temporary work
    Worldwide

    Amphenol ICC

    Vancouver, WA
    5 days ago
  • $125.01k - $180.02k

     ...expertise of our staff is our strongest asset, so we generously reward employees for...  ..., vendors, and project personnel, the Senior Project Manager is responsible for ensuring the proper...  ...applicable for the job and location associated with this requisition. Compensation will... 
    Senior
    Asset
    Full time
    Temporary work
    Part time
    For subcontractor
    Local area

    TRC Companies

    Portland, OR
    4 days ago
  • $85k - $145k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is...  ...methodology here. Job Summary: The Wealth Advisor focuses on deepening... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    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!