Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, reviewing and analyzing financial data, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You will be instrumental in driving business growth, shaping client engagements, and mentoring the next generation of leaders.In this role, you will be a guardian of PwC's reputation, fostering a healthy working environment and maximizing client satisfaction. You will cultivate potential in others and actively collaborate across the PwC Network, leveraging collective strengths to convert market opportunities into successes for the firm. Your role will involve promoting technological advances and creating an environment where people and technology thrive together, all while adhering to professional and technical standards.Responsibilities- Leading strategic tax planning and compliance initiatives for asset and wealth management clients- Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements- Analyzing financial data to identify tax optimization opportunities and minimize compliance risks- Developing and implementing innovative tax strategies to support business growth and client satisfaction- Mentoring and guiding junior team members in tax compliance and strategic planning- Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights- Driving thought leadership by developing new ideas and solutions in the tax compliance space- Cultivating and maintaining executive-level client relationships to enhance service delivery- Promoting technological advancements to streamline tax processes and improve efficiency- Identifying market gaps and converting opportunities into successful outcomes for the firmWhat You Must Have- At least a Bachelor's degree- At least 8 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- Leading strategic initiatives in asset and wealth management tax- Driving business growth through innovative tax solutions- Mentoring future leaders in tax compliance and planning- Cultivating executive-level client relationships and satisfaction- Promoting technological advances in tax services- Identifying market gaps and converting opportunities to success- Developing new ideas and solutions for complex tax challengesTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $150,000 - $438,000. 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; CT-Stamford; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; FL-Miami; MD-Baltimore; MA-Boston; CA-Sacramento; TN-Nashville; NJ-Florham Park; CA-San Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; CT-Hartford; TX-HoustonType: Full time
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...AssetFull timeH1b$99k - $266k
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...AssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and...AssetFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...AssetFull timeH1b$77k - $214k
.../SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob... ...& SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- Job Summary:The ASC 740 Managing Director is responsible for leading the delivery of income tax accounting and reporting services in accordance with ASC 740 for a diverse... ..., valuation allowances, and deferred tax assets/liabilitiesLeads and manages multiple client engagements...AssetWork at office
$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$150k
...Capital MarketsSpecialismIndustry Tax PracticeManagement... ...Banking & Capital Markets Tax Director, you will focus on providing... ...financial services- Leading project management initiatives in banking and... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b$150k
...LevelDirectorJob Description & SummaryThe OpportunityAs a Tax Innovation - Tax Data Transformation - Director, you will specialize in delivering comprehensive... ...or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetFull timeH1b$150k
...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 Director, you'll work as part of a... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...Asset
$99k - $252.45k
...Description & SummaryThe OpportunityAs a Manager in Audit Center of Excellence - Income Tax - External Audit, you will lead... ...with engagement teams, Managing Directors, Partners, and client... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1b- Position OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio...AssetFull timeFlexible hours
$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a State... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1bLocal area- ...effectively across finance, operations, auditors, and senior management. Personal and professional integrity,... ...the function.Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit, real...AssetImmediate start
$126.1k - $253k
...Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and... ...-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and...AssetFull timeWork experience placementInternshipLocal area- ...us a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are invaluable... ...up. Assist with account opening, asset transfer, account terminations, and... ...and coordinate with investment, tax or other departments to ensure...AssetWork at office3 days per week
$124k - $335k
...Industry/Sector Not Applicable Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetH1b- ...us a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are invaluable... ...fiduciary, compliance and illiquid asset functions for the business unit.... ...income, gift and estate taxes, financial and wealth transfer planning...AssetWork at office3 days per week
$134.5k - $265.1k
...Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment... ...investment management operations, such as asset managers, wealth managers, hedge funds,... ...advisor support, recordkeeping, client, tax and regulatory reporting, etc.Experience...AssetWork at officeNight shift- ...provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and... ...Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary...Asset
$110.7k - $218.3k
...Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment... ...investment management operations, such as asset managers, wealth managers, hedge funds,... ...advisor support, recordkeeping, client, tax and regulatory reporting, etc.Experience...AssetWork at officeNight shift$250k - $300k
Position SummaryThe Vice President, Investment & Wealth Distribution is the senior commercial leader responsible... ...is accountable for driving adoption, revenue growth, asset growth, and market penetration of managed accounts, stable value, co-manufactured target date funds...AssetFull timeRemote work- ...solutions to institutional and private wealth investors around the world, specializing... ...Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1... ...must have an understanding of partnership tax and compliance. In addition, the position...AssetWork at officeLocal area
$99k - $266k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob... ...Services - Research & Development Tax - Manager, you will provide tax advice and solutions... ..., including accounting methods, fixed-assets, and research and development tax credits...AssetFull timeH1b$300k - $325k
...Vice President, Retirement, Investment & Wealth Solutions Marketing is a key commercial leader... ...review and approval before use and manage brand and reputational risk in partnership... ...and oversees more than $1.3 trillion in assets under administration2 as of August 3, 202...AssetFull timeTemporary workSecond jobRemote workShift work$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...information, handling proprietary assets, or collaborating closely with team...AssetFull timeH1bLocal area$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- ...clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are invaluable. Through a team-oriented... ...QUALIFICATIONS:Experience in wealth management, asset management, or professional servicesFamiliarity...AssetWork at office3 days per week
$150k - $250k
...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...AssetFull timeWork at officeLocal areaRemote workFlexible hours
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