Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77k - $214kPRICE WATERHOUSE COOPERS
At 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 (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the RIC team you lead the way as technology‑enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You 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 knowledge. Responsibilities Leading the way as technology‑enabled tax advisors Delivering benefits through digitization and automation Solve complex problems with innovative solutions Mentor and support junior team members Uphold exceptional standards in every task Cultivate and maintain client relationships Gain a deeper understanding of business contexts Manage and navigate complex scenarios What You Must Have Bachelor's Degree 3 years of experience What Sets You Apart Innovating through new and existing technologies Experimenting with digitization solutions Working with large, complex data sets Building models and leveraging data visualization tools Exposure to pricing and client worth Reviewing contracts and finding new pricing options CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licence, or Member of the Bar Learn more about how we work: 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: As PwC is anequal 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. For 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. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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: #J-18808-Ljbffr PRICE WATERHOUSE COOPERS
$124k - $335k
.... Industry/Sector: Asset and Wealth Management. Time Type: Full time... ...complex tax regulations and optimise their... ...sophistication. As a Senior Manager you are expected... ...around Form 1120‑RIC and associated requirements. Identifying... ...sensitive company or customer information...SeniorAssetFull time$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice...SeniorAssetFull timeH1b$99k - $266k
...businesses navigate complex tax regulations and optimise their tax... ...member’s unique strengths, and managing performance to deliver on client... ...responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with...Asset- ...Search is seeking a Senior Associate for the Family Office Management Team (FOMT) on... ...client, a leading wealth management firm. This... ...reconciliations, asset transfers, and account... ...maintenance, and investment and transition... ...materials on the company network and document...SeniorAssetWork at office
$52k - $94.12k
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PwC is looking for a Senior Manager in their Financial Services Tax team in Boston, Massachusetts. This role requires a Bachelor's Degree in Accounting, 5 years of experience, and relevant certifications. You will manage large projects and interact with clients at a senior...SeniorAsset$94k - $141k
...Mutual Fund Tax Senior Analyst Assistant Vice President Working... ...Overview The Tax AVP is a management level position within our Regulated Investment Company ("RIC") tax department responsible for... ...safeguarding Citigroup, its clients and assets, by driving compliance with...SeniorAssetFull time- KPMG Careers is seeking a Senior Associate to join their Business Tax Services practice in Boston. This... ...role involves reviewing tax provisions for Regulated Investment Companies, preparing income estimates, and ensuring asset compliance. Successful candidates will have...SeniorAsset
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$74k - $104k
...solutions to our clients and investing partners. As our global... ...discretion, subject to manager approval. For example,... .... Responsibilities The Associate, Product Marketing, Global Private Wealth sits within the Global Private... ...marketing readiness, assets, and cross‑functional...SeniorAssetWork at officeLocal areaRemote work1 day per week$110k - $115k
...solutions to our clients and investing partners. As our... ..., subject to manager approval. For example,... ...used as needed. The Senior Associate, Business Intelligence... ...within Global Private Wealth (GPW) Commercial Operation... ...architecture Experience in asset management, private...SeniorAssetWork at officeLocal areaRemote work1 day per week- ...majority employee‑owned investment management organization with... ...What You’ll Do The Senior Associate, RFP is responsible... ...adheres to applicable regulations and industry... ...data management within asset management or a related... ...workplace culture Company events and employee...SeniorAsset
$89k - $133k
## Senior Associate, Private Wealth Client MarketingApplylocations: Bostontime type:... ...solutions to our clients and investing partners. As our global... ...your discretion, subject to manager approval. For example, you... ..., landing pages, digital assets, presentations, and related...SeniorAssetWork at officeLocal areaRemote workHome office1 day per week- ...platform of Ares Management Corporation (NYSE... ...global alternative investment manager offering... ...infrastructure asset classes.We are a... ...social benefit.The Senior Associate, Site Selection will... ..., zoning regulations, permitting, and... ...(k) program with company match; Flexible Savings...SeniorAssetTemporary workWork experience placementWork at officeLocal areaFlexible hours
$76k - $125.3k
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned Location: Anywhere in country. Date: May 6, 2026 Requisition ID: 16... ...completeness, and compliance with relevant tax laws and regulations Provide effective leadership, formal and informal...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$125k - $150k
...Capital is a Global Investment Office acting for distinguished... ...and foundations, senior investment... ...globe. With $75B+ in assets under management, the firm constructs... ...growing, 400+ person company, we seek someone who... ...local data protection regulations and privacy controls...SeniorAssetTemporary workWork at officeLocal areaImmediate startFlexible hours$140k - $175k
A wealth management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing Principal's clients. The role involves client onboarding, processing portfolio transactions, and assisting with portfolio reporting...Senior- ...Engineer III Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55... ...—and at the cutting-edge of wealth and asset management. We've been making rapid... ...built and brought to market a tax-smart investment strategy engine, portfolio trading and...SeniorAsset
- ...established in 2006 to meet the wealth management needs of ultra-high net... ...Riverview is seeking an experienced associate to support the wealth... ...wealth advisor with exposure to investment management, estate planning,... ...monthly reporting including asset allocations and performance...AssetWork experience placementWork at office
$76k - $82k
...Bernstein Private Wealth Management is a premier investment management firm advising... ...Private Wealth Associates are client service... ...Advisors to provide asset allocation recommendations... ...and network with senior professionals... ...licenses are a plus Company Overview Bernstein...AssetTemporary workFlexible hours$76k - $82k
Private Wealth Associate page is loaded## Private Wealth... ...Private Wealth Management is a premier investment management firm advising... ...to provide asset allocation recommendations... ...and network with senior professionals throughout... ...are a plus**Company Overview**Bernstein...AssetTemporary workFlexible hours$80k - $115k
...firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's... ...MSIM) is one of the largest global asset management organizations of any... ...persuasively with members of the senior management team and stakeholders...SeniorAssetContract workTemporary workWorldwide- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...and deliver customized strategies drawn from our deep investment experience, diverse wealth‑management capabilities and global...Asset
- Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston Job Description Private Wealth Management (PWM)... ...deliver customized strategies drawn from our deep investment experience, diverse wealth management...AssetFull timeWork at office
$100k - $160k
...Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 Tn in assets under management or supervision as of March 31, 20... ...team invests in U.S. and European senior loans and CLO debt tranches, with...SeniorAssetTemporary workWorldwide- # Senior Associate, Operational Due DiligencePartners CapitalSenior AssociatePrivate... ...RolePartners Capital, a Global Investment Office with $75B+ in assets under management acting for distinguished... ...is a fast-growing 400+ person company seeking someone motivated, entrepreneurial...SeniorAssetOdd jobWork at officeWorldwide
$100k - $130k
...Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years... ..., as responsibilities will include working with senior management and the broader team on pipeline...SeniorAssetTemporary workImmediate startWorldwide$62.6k - $113.7k
...and future clients and employees, alumni, regulators, the media and the communities within... ...program cycle. Responsibilities include managing all elements of tracking, administration... ...brochures, training documents, social media assets, event collateral, etc.) working cross-...SeniorAssetFull timeSummer holidayLocal areaFlexible hours- ...more important than investing in our culture... ...currently seeking a Senior Associate to join our Business... ...distribution work papers for Regulated Investment Companies (RIC), including fiscal... ...and annual IRC asset compliance testing.... ..., effectively manage stress and work safely...SeniorAssetWork experience placementLocal area
- Senior Manager, Risk Operations page is loaded##... ...comply with laws and regulations relating to... ...portfolios and ensures investment policy... ...within a global asset management or financial... ...gains and losses to associated events, using Excel... ..., the Investment Company Act of 1940,...SeniorAssetWork at office
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