Asset & Wealth Management - Tax Senior Manager
$124k - $335kPwC (US)
Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.Deal effectively with ambiguous and unstructured problems and situations.Initiate open and candid coaching conversations at all levels.Move easily between big picture thinking and managing relevant detail.Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.Contribute technical knowledge in area of specialism.Contribute to an environment where people and technology thrive together to accomplish more than they could apart.Navigate the complexities of cross-border and/or diverse teams and engagements.Initiate and lead open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.Responsibilities:Lead and manage large-scale projects to achieve successful outcomes.Innovate and streamline processes to enhance efficiency and effectiveness.Maintain exceptional standards of operational excellence in every activity.Interact with clients at a senior level to drive project success.Build trust with multi-level teams and stakeholders through open communication.Motivate and coach teams to solve complex problems.Serve as a strategic advisor, leveraging specialized knowledge and industry trends.Provide strategic input into the firm's business strategies.What You Must Have:Bachelor's Degree in Accounting.5 years of experience.CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.What Sets You Apart:In-depth knowledge of compliance for financial partnerships.Knowledge of structuring funds to limit tax liability.Experience identifying and addressing client needs.Building and utilizing networks of client relationships.Managing resource requirements and project workflow.Creating an atmosphere of trust in teams.Developing new relationships and selling new services.Innovating through new and existing technologies.Utilizing digitization tools to enhance engagements.Travel Requirements: Up to 20%The salary range for this position is: $124,000 - $335,000. 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.
$160k - $190k
...Senior Tax ManagerAsheville, NC; Charlotte, NC; Atlanta, GAPlease Note... ...opening for an Senior Tax Manager that can be based in one of our... ...Atlanta, GAWhy work at Modera Wealth?Modera Wealth Management is... ..., managing more than $15B in assets for more than 6,000 individuals...SeniorAssetFull timeTemporary workWork at officeLocal areaRemote work$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeSecond jobH1b- ...Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors in... ...understand the client’s goals. Develop customized asset allocation strategies and investment...SeniorAssetFull time
- ...growing Top 50 accounting and advisory firm, is seeking a HNW Tax Senior Manager to join our Atlanta practice. You will work closely with... ...engagements. You will guide teams, advise on sophisticated tax and wealth planning matters, and help grow the firm’s high net worth...Senior
$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...SeniorAssetWork experience placementSummer holidayFlexible hours- ...Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors... ...Operations. Senior level duties include complex asset transfers, trust and estate coordination, and proactive...SeniorAsset
- Modern Wealth Management in Atlanta, GA, is seeking accomplished wealth management professionals to help expand its national footprint. The... ...new relationships. A portable book of at least $45M in client assets is highly valued and offers leadership opportunities and potential...SeniorAsset
$138k - $172.5k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income... ...with client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy... ...the client's goals. Develop customized asset allocation strategies and investment solutions...SeniorAssetFlexible hours
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorAssetFull timeWork experience placementWork at office
$174.32k - $261.48k
...CitiThe Investment Counselor Senior Lead is a strategic professional... ...for handling staff management issues, including resource management... ...alternative investments with wealth planning and private banking... ...opportunities.Work across currencies, asset classes, markets and...SeniorAssetFull timeLocal area$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b$250k
...Senior Wealth Management Advisor KLS Workforce Solutions makes it easier than ever to find the right opportunity for you. Our comprehensive... ...informed decisions. KLS has been retained by a leading global asset management firm to identify an exceptional Senior Wealth...SeniorAssetLocal areaRelocation package- ...Responsibilities Review complex individual tax returns (Form 1040), simple trusts (Form 1... ...financial planning strategies, including asset protection, succession planning, and retirement... ...advisors to deliver holistic solutions. Manage multiple client relationships and...Asset
- PwC is seeking an Asset & Wealth Management Tax Director to guide clients through tax planning, compliance, and strategy, ensuring optimal positions and regulatory adherence. The role emphasizes leadership, market insight, and mentoring the next generation of leaders while...Asset
$77k - $214k
...At PwC, our people in tax services focus on providing advice and... ...connections, and learning how to manage and inspire others. Navigating... ...creative tax solutions. As a Senior Associate you will analyze... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetH1b$75k - $160k
...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...SeniorAssetFull timeTemporary workPart timeLocal area- ...Senior Tax Manager with a global leader in the professional services industry. Summary The Senior Tax Manager will manage tax processes including... ...relationships, intercompany account management, fixed asset accounting, and foreign currency transactions Work effectively...SeniorAssetFull timeLocal area
$155k - $190k
...Overview Business Management, Tax Senior Manager Hybrid - US - Atlanta o Hybrid - US - Los Angeles MGO is a top 60 CPA and advisory firm of 50... ...navigate business and personal financial decisions, and preserve wealth and legacy. Unlike traditional accounting roles, Business...SeniorFor contractorsLocal areaRemote work- ...firm, we are reimagining the way wealth is experienced. Our purpose is... ...is seeking a Director of Tax Compliance to join its growing... ...accuracy and timeliness, while managing related compliance processes and... ...business, our people are our assets. Engaging our clients and employees...AssetInternshipWork at officeLocal area
$70k - $100k
...Senior Tax AssociateThe Atlanta office is looking for a Tax Senior to serve and anticipate... ..., rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families... ...and more than $100 Billion in Assets Under Advisement and Administration. The...SeniorAssetInternshipWork at officeFlexible hours- Grant Thornton is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and provide income, estate, and gift tax planning for high net worth and family-owned clients. You will collaborate with the Private Wealth Services Tax team to optimize return...Senior3 days per week
- ...Job Title Manage and prepare Ultra High Net Worth (UHNW) financial... ...expertise in conjunction with Wealth Advisors to leverage and... ...area. Keeps current on estate, tax and planning trends and their... ...typically with families with assets under management at Truist of...SeniorAssetWork experience placementWork at office
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ...now and in the future. As a Senior Manager, You'll Work As Part... ..., handling proprietary assets, or collaborating closely with...SeniorAssetH1b- Crowe is seeking a Senior Tax Manager with deep UHNW tax experience to advise affluent individuals, families, and family offices. You will lead... ...with advisory teams to optimize tax positions and wealth planning objectives. This role emphasizes leadership, strategic...Senior
- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth... ...portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business...SeniorAssetWork at office
$124k - $335k
.../SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a deeper level of sophistication. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...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...AssetFull timeLocal area
$99k - $266k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelManagerJob Description & SummaryAt PwC, our people in tax services... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal 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 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
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