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
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...AssetFull timeH1b$124k - $335k
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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- PwC is seeking an Asset & Wealth Management Tax Senior Manager in Chicago to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will lead teams, coach staff, and deliver strategic tax planning and high-quality client...Asset
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$114.7k - $194.9k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ....Partner with Audit Managers, Senior Specialists, and Directors in the development of audit scopes, risk assessments, and...AssetFull timeH1bWork at officeWork from homeWorldwideFlexible hours$77k - $214k
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...CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across key areas of the Private Wealth Management portfolio, including trust companies, registered... ...), or relevant securities licenses is an asset.You're able to travel. This role requires...AssetFull timeRemote workShift work2 days per week$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- Northern Trust is seeking an Audit Specialist to conduct and document audits across Asset and Wealth Management. The role supports risk-based audit coverage, identifies key risks and controls, and collaborates with audit teams to deliver high-quality assurance. The position...Asset
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Northern Trust seeks an Audit Manager in Chicago who will oversee auditing across Asset and Wealth Management. The role emphasizes independent operation, mentorship of junior staff, and efficient communication of audit results. The ideal candidate has 5+ years of related...Asset$83.1k - $141.3k
About the Role The Audit Manager is responsible for conducting and documenting audits across Asset and Wealth Management. This role leads audit project teams, providing oversight to the audit team and communicating results of the engagement to management. Major Duties...AssetWork experience placement$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
14B+ AUM Independent Wealth Management Firm Chicago, IL Overview Dynamic, fast-growing 14B+ Independent... ...regards to comprehensive wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement...AssetFull time$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- ...Who we are PrairieView Wealth & Tax Advisors is a registered investment advisor with a tax... ...firm. Clients get planning, investment management, and tax work from one team rather than... .... How you will be measured New assets under management against your $15 million...AssetFull timeWork at office
$150k
...products and solutions.In product management, you will be the general... ...(e.g. refer to specific PwC tax and audit guidance) the Firm'... ...success for our clients. As a Director, you will set the strategic direction... ..., handling proprietary assets, or collaborating closely...AssetFull timeTemporary workH1b$30 - $33 per hour
...606 Pay Range: $30 - $33/hour Respnosibilities Manage client relationships by serving as the primary point of contact... .... Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs...Asset- ...Senior Wealth Advisor / Partner Multiple Markets | Growth Opportunities Available... ...multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors... ...K+ T12 production and/or $50M+ in client assets ~8+ years of wealth management experience...AssetFull timeFlexible hours
$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- The Goldman Sachs Group is seeking a Regional Consultant to enhance client engagement within Asset & Wealth Management. You will leverage your sales experience to drive the positioning of investment products to financial advisors across the United States. This commission...Asset
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$154k - $219k
...The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with... ...story of your success! The Role Senior Managers in our Private Client Services (PCS) practice... ...to learn more about legislative changes, wealth transfer techniques, charitable giving...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- Curi Capital offers a 10-week Wealth Management Internship for college juniors. You will work with advisors and leaders to understand how a... ...communication, building skills for a future career in finance and asset management within a values-driven culture. #J-18808-Ljbffr...AssetInternship
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$50 per hour
...With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group...Full timeWork at officeLocal area3 days per week- ...is seeking an Alternatives Investment Strategist for RBC US Wealth Management to support the Portfolio Advisory Group. You will develop, coordinate... ...market views and portfolio positioning across alternative assets. You will collaborate with multiple teams, publish market...Asset
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