Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
$77k - $214kPwC (US)
Senior Associate, Industry Tax Practice
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
- Solving complex problems with innovative solutions
- Mentoring and supporting junior team members
- Upholding exceptional standards in every task
- Cultivating and maintaining client relationships
- Gaining a deeper understanding of business contexts
- Managing and navigating 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 licenture, or Member of the Bar
Travel Requirements
Up to 20%
Job Posting End Date
The salary range for this position is: $77,000 - $214,000. 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.
$124k - $335k
...Asset & Wealth Management Regulated Investment Company - Senior Manager The Opportunity: As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and...SeniorAsset$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism... ...Management Level Senior Associate Job Description &... ...navigate complex tax regulations and optimise their tax... ...Opportunity As part of the RIC team you lead the... ...accessing sensitive company or customer...SeniorAssetH1b$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management... ...help businesses navigate complex tax regulations and optimise their tax positions.... ...responsibilities such as accessing sensitive company or customer information, handling...AssetH1b- ...number one priority. With a wealth of learning and career... ...KPMG is currently seeking a Senior Associate, IT Asset Management for our Consulting... ...complies with all local/state regulations regarding displaying... ...the abilities to adhere to company policies, exercise sound...SeniorAssetFull timeLocal area
- ...About the job Wealth Planner - Associate and Senior Associate Levels... ...Associate Levels Company Description Our... ...independent, fee-only wealth management services to ultra-... ...or provide investment advice, creating a... ...flows, significant asset transfers and notable...SeniorAssetFull timeWork at officeRemote workMonday to Friday
$52k - $94.12k
...service team (Associates and Senior Associates), management of the client... ...years) of AML and regulations impacting the... ...banks, asset managers and asset... ...intelligence companies in the world.... ...and steward the investments of millions of... ...needs. And our wealth of development...SeniorAssetTemporary workWork experience placementWork at officeFlexible hours- ...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
- ...Partners (U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted... ...marketing campaigns for the Global Private Wealth business. The role involves analyzing... ...marketing experience with a focus on asset management or financial services. #J-18808-...SeniorAssetRemote work
$94k - $141k
The Tax AVP is a management level position within our Regulated Investment Company ("RIC") tax department responsible for accomplishing results through the management... ...reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws,...SeniorAssetFull time$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...businesses navigate complex tax regulations and optimise their tax... ...efficiencies. As a Senior Associate you shall analyze complex... ...such as accessing sensitive company or customer information,...SeniorAssetFull timeH1b- Senior Associate - Product Development (Private Markets) asset-management, Private Equity, Product Management Perm Hybrid If you’... ...be at the heart of launching investment products that define the future... ...fund structures, private wealth vehicles, or institutional product...SeniorAssetPermanent employment
$70k - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston... ...MD; Englewood, NJ Company Description: Pathstone is a growing wealth management firm serving ultra-high... ...Our services include investment advisory, as well as... ...00 billion in client assets under management, advisory...SeniorAssetInternshipWork at officeFlexible hours$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...businesses navigate complex tax regulations and optimise their tax... ...largest renewable energy companies to develop and implement... ...tax solutions. As a Senior Associate you will analyze complex...SeniorAssetFull timeH1b$76k - $125.3k
...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...compliance with relevant tax laws and regulations Provide effective leadership,...SeniorAssetSummer holidayWork at officeLocal areaFlexible hours$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- ...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
$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$89k - $133k
...solutions to our clients and investing partners. As our global firm... ...your discretion, subject to manager approval. For example, you may... ...aligned with Global Private Wealth (GPW) fundraising priorities,... ...emails, landing pages, digital assets, presentations, and related collateral...SeniorAssetWork at officeRemote workHome office1 day per week$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- ...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
- ...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 (but not... ...and annual IRC asset compliance testing... ..., effectively manage stress and work safely...SeniorAssetFull timeWork experience placementLocal area
- ...priority. With a wealth of learning and career... ...seeking a Senior Associate, SAP S4 Public Cloud... ...Solution Order Management, Subscription Billing... ...of high-quality assets, participating in... ...all local/state regulations regarding... ...abilities to adhere to company policies, exercise...SeniorAssetFull timeH1bLocal area
- ...priority. With a wealth of learning and career... ...seeking a Senior Associate in Financial Due... ...to Fortune 1000 companies, private equity investors, and asset based lenders... ...achievability of managements budget, indebtedness... ...all local/state regulations regarding displaying...SeniorAssetFull timeH1bLocal area
$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- ...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
$89k - $180k
...Description: Job Title: Senior Manager, Asset Management –... ...new technologies and investment vehicles. In this... ...to applicable regulations and alignment with industry... ...940, the Investment Company Act of 1940, ERISA,... ...from hiring and/or associating with individuals with...SeniorAssetWork at officeWork from home- 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
$80k - $115k
...providing a wide range of investment banking, securities, investment management and wealth management services.... ...of the largest global asset management organizations... ...persuasively with members of the senior management team and stakeholders within the Company Excellent analytical...SeniorAssetContract workTemporary workWorldwide- 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
$85k - $171k
...The Role The Senior Manager, Asset Management Compliance... ...managers of alternative investment products on behalf... ...with global regulations, investor requirements... ...talent development. AMC associates are passionate about... ...940, the Investment Company Act of 1940, ERISA,...SeniorAssetOdd jobWork at officeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate. Be the first to apply!
- investment advisor Boston, MA
- registered investment advisor Boston, MA
- investment consultant Boston, MA
- analyst asset management Boston, MA
- asset management intern Boston, MA
- fixed asset accountant Boston, MA
- director of asset management Boston, MA
- asset management Boston, MA
- digital asset coordinator Boston, MA
- executive team lead asset protection Boston, MA



