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$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
...The Opportunity As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules...AssetFull timeH1b$150k
...Opportunity As a Banking & Capital Markets Tax Director, you will focus on providing advice and... ...financial services Leading project management initiatives in banking and capital... ...information, handling proprietary assets, or collaborating closely with team members...AssetH1b- ...Senior Wealth Advisor About the Company Prominent regional investment management firm Industry Financial Services Type Privately... ...advice, including but not limited to, tax and estate planning, financial planning, asset allocation, cash flow analysis,...Asset
$99k - $266k
...Industry/Sector Not Applicable Specialism Industry Tax Practice Management Level Manager Job Description & Summary At PwC... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetH1b- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net... ...challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio...AssetFlexible hours
- ...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
$200k - $250k
...Description The Role The Sales Director – US Wealth is a senior sales leadership role responsible... ...solution offerings to wealth managers, intermediaries, platforms, and strategic... ...distribution within the wealth management, asset management, or investment consulting...AssetTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$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$106k - $135k
...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... ...professionals who work in conjunction with our wealth advisors to provide tax compliance...AssetTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$62.4k
...clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team... ...for those seeking exposure to institutional asset management. RESPONSIBILITIES: Roles and responsibilities...AssetHourly payInternshipSummer internshipWork at office3 days per week$60.2k - $111.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Private Credit, and Real Estate Fund advisors meet regulatory, tax, and financial statement reporting requirements, using our...AssetWork experience placementSummer holidayImmediate startFlexible hours$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetH1bShift work$73.5k - $244k
...Applicable Specialism IFS - Finance Management Level Manager Job Description & Summary... ...As a Federal Manager you will lead tax compliance work within our Tax Services practice... ...information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1b- ...clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team... ...: Experience in wealth management, asset management, or professional services Familiarity...AssetWork at office3 days per week
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit....Work at officeLocal area$130k - $200k
...industry You will have the flexibility to manage your days in support of our commitment to... ...is seeking a Manager to join our National Tax Office. We are seeking someone who thrives... ...timing issues and accounting methods, digital assets, and other matters Assist with M&A tax...AssetFull timeWork at officeLocal areaRemote work- ...Accounting Specialist As a global engineering solutions firm that plays a leading role in the areas of plants, architecture and asset management, Hyundai Engineering is expanding into renewable energy to build a sustainable future. In the area of plants, the company...Asset
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...related to human resources, talent management, and organisational... ...(e.g. refer to specific PwC tax and audit guidance) the Firm'... ...of trust and innovation. As a Director, you will demonstrate thought... ...information, handling proprietary assets, or collaborating closely...AssetTemporary workH1b$125k - $155k
Tax Manager | Closely Held Business & HNW Location: Philadelphia Suburbs, PA (Greater Delaware Valley) Employment Type: Full-Time Experience... ...specific stage of life-from startups to multi-generational wealth management. We are seeking a Tax Manager who shares our...Full time$75k
Overview 1932 Capital Management, Inc. is a single-family office (“FO”) that provides private wealth management services to the Family. The FO’s services are bespoke and demand... ...workflows. Calculate and validate the net asset value (NAV) of investment partnerships,...AssetFor contractorsWork at officeLocal area$132k - $160k
...edge platform streamlines enterprise legal management, matter management, spend management and... ...payable, recording payroll, fixed assets, and expense reporting functions. Support... ...accounting policies and internal controls. Audit, Tax, and Compliance Coordinate the annual...AssetContract workRemote workFlexible hours- ...Managing Director, Corporate Controller About the Company Innovative provider of alternative investment solutions Industry Financial... ...investments business development companies (bdcs) asset management middle market investing including private debt...Asset
$92k - $146.34k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...Job Description: Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team ! This is a great opportunity to be a...Full timeLocal areaWorldwide- Our client is seeking an experience Accounting Manager to oversee the accounting department while mentoring and developing the accounting... ..., ensure compliance with regulatory requirements, manage fixed assets, identify variances, review journal entries, oversee the month/...Asset
- ...succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to... ...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Work experience placementPrivate practiceLocal area
$100k - $125k
...Job Description Job Description Tax Manager (Family Office) - King of Prussia, PA Firm: An independent wealth management and financial advisory firm founded nearly 30 years ago that provides investment management, financial planning, tax strategy, and family...Work at officeLocal areaWork from home- ...clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are invaluable. Through a team... ...Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of...Work at office1 day per week
$170k - $300k
...EisnerAmper has experienced significant growth and is seeking a Tax Director for our State & Local Tax team. In this role you will be... ...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You...Full timeLocal area
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