Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm. Responsibilities Leading tax compliance workstreams and managing client expectations effectively Guiding teams in the preparation and filing of tax returns to meet regulatory requirements Utilizing analytical thinking to review and analyze financial data for tax compliance Developing and implementing strategies to optimize clients' tax positions while minimizing risks Building and maintaining relationships with clients to provide strategic tax planning advice Overseeing the drafting and submission of regulatory tax documents Promoting the use of innovative digital tools and practices in tax compliance processes Monitoring and analyzing financial trends to identify opportunities for tax savings Coaching and mentoring team members to enhance their skills and performance Validating adherence to professional and technical standards in all tax-related activities What You Must Have At least a Bachelor's degree At least 4 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 opportunity What Sets You Apart Excelling in analytical thinking and strategic questioning Demonstrating proficiency in tax compliance and tax preparation Utilizing AI fluency and digital tooling for innovative solutions Managing complex projects with a focus on regulatory compliance Mentoring and developing team members to enhance performance Building strong client relationships through effective communication Embracing change and fostering a culture of inclusion and collaboration The salary range for this position is: $99,000 - $266,000. 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: 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. 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: Learn more about how we work: 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. #J-18808-Ljbffr
$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$104.6k - $191.6k
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...Wealth Management Relationship Manager Serves as the primary relationship manager for high-net... ...planning strategies (e.g. retirement, estate, tax optimization). Collaborates with... ...that align to business strategy, protect assets, and adhere to applicable policy...AssetPart timeLocal areaShift work- ...seeks an entrepreneurial, senior professional to manage client relationships and lead the development of investment and wealth management plans for ultra-high-net-worth... ...years of experience in wealth management, strong asset allocation knowledge, and a proven ability to...Asset
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...Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done.... ...firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their...Work experience placementWork at officeLocal areaFlexible hours- ...Junior Trust Officer VP in Wealth Management Solutions, Trust & Estates The Global Trusts & Estates... ..., analyze trust documents for legal, tax, administrative and investment issues,... ...inherent in the structure and underlying assets, and the client's expectations Cross-...Asset
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...Tax Advisor, Wealth Management At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that...Work experience placementWork at officeLocal area3 days per week- ...Vice President, Private Wealth Strategic Partnerships About the Company Globally-recognized real estate investment management firm Industry Investment Management Type... ...Specialties real estate investment management asset management real estate investment...AssetWork at office
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...Bernstein Private Wealth Associates 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...AssetFlexible hours$80k - $95k
...Wealth Advisor Wealth Advisor Supported with a robust array of... ...Responsibilities and Duties Manages time and resources efficiently... ...regulatory issues, liquidity needs and tax implications to devise... ...company fueled by world-class asset management. But we're not just...AssetWork experience placementWork at office$85k - $240k
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$60k
...Private Wealth Advisor Job Locations US-IL-Hickory Hills Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID... ...1834. With over $70 billion in total assets, we are a regional powerhouse deeply...AssetBase plus commissionFull time
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