Asset & Wealth Management - Tax Senior Associate
$77k - $214kPwC (US)
Senior Associate, Financial Services TaxAt 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, the Firm's code of conduct, and independence requirements.The OpportunityAs 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.ResponsibilitiesLead digitization and automation effortsSolve intricate tax challengesMentor and guide junior team membersFoster and sustain client relationshipsGain thorough understanding of business contextsNavigate complex tax scenarios effectivelyGrow personal brand and technical skillsUphold exceptional professional and technical standardsWhat You Must HaveBachelor's Degree in Accounting2 years of experienceJob seekers need to demonstrate the minimum requirements are met for CPA licensure per respective state regulationsWhat Sets You ApartInnovating through new and existing technologiesExperimenting with digitization solutionsWorking with large, complex data setsBuilding models and leveraging data visualization toolsExposure to pricing and client worthReviewing contracts and finding new pricing optionsCPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the BarJob seekers need to demonstrate that the minimum requirements are met for CPA licensure per respective state regulationsTravel RequirementsUp to 20%Job Posting End DateThe 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.
$77k - $214k
...SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior... ...& SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning... ...information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...SeniorAssetH1b- Insight Global is seeking an Internal Auditor for the Asset Wealth Management team, joining audits for a large investment banking client. The role involves executing audits, contributing to testing, and drafting work papers and reviews. The position is onsite, 8:00 AM-5...SeniorAsset
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...Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire... ...Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise...SeniorAssetFull time$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range... ...recently surpassed $30 billion in assets under management. Known for strategic... ...spanning investment management, advanced tax planning, and multi‑generational...SeniorAssetRemote jobFull timeWork at officeFlexible hours$163.6k - $245.4k
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...providing client relationship management and investment banking services... ..., media and telecom. Senior investment banking professionals... ...floating rate and F/X, private wealth, insurance and other services.... ...accidental death and dismemberment, tax-preferred savings accounts,...SeniorAssetFull timePart timeBank staffShift workDay shift- ...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...SeniorAssetWork experience placement
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- ...team member for the role of Senior Director to join our Wealth Services Compliance team,... ...compliance coverage for BNY’s Managed Account Solutions’ business... ...platform for multi-asset portfolios. Assist in navigating... ...specific requirements such as tax management, portfolio...SeniorAssetWorldwideFlexible hours
$90k - $110k
...You’ll Work With:Bernstein Senior Administrative Associates are client service... ...closely with Senior Executives, Wealth Advisors, and cross‑functional... ...across the Private Wealth Management Platform. This role... ...and over $600 billion in assets under management.Join us in...SeniorAssetFull timeWork at officeFlexible hours- A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning... ...including retirement cash flow modeling, asset allocation, wealth simulations, income tax planning, estate planning, and risk...SeniorAsset
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...one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of... .... Job Description Position Summary: The Senior Vice President will join Brookfield’s Credit... ...with a heavy emphasis on private wealth investors and an expectation of being able...SeniorAssetTemporary workLocal areaImmediate start$97.3k - $178.3k
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...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team! EY's FSO tax practice provides comprehensive and specialized... ...-call advice, and tax compliance.As a Senior in Tax Compliance, you will manage and...SeniorAssetSummer holidayLocal areaImmediate startFlexible hours$100k - $143k
...Technology, you will help build modern Wealth Management capabilities that support advisor, client... ...AI-first delivery.We are looking for a Senior Full Stack Developer who can design,... ...preferred, ideally in Wealth Management, Asset Management, Brokerage, Insurance,...SeniorAssetLocal area3 days per week
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