Asset & Wealth Management - Tax Senior Manager
$124k - $335kPwC (US)
Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.Deal effectively with ambiguous and unstructured problems and situations.Initiate open and candid coaching conversations at all levels.Move easily between big picture thinking and managing relevant detail.Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required.Contribute technical knowledge in area of specialism.Contribute to an environment where people and technology thrive together to accomplish more than they could apart.Navigate the complexities of cross-border and/or diverse teams and engagements.Initiate and lead open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.Responsibilities:Lead and manage large-scale projects to achieve successful outcomes.Innovate and streamline processes to enhance efficiency and effectiveness.Maintain exceptional standards of operational excellence in every activity.Interact with clients at a senior level to drive project success.Build trust with multi-level teams and stakeholders through open communication.Motivate and coach teams to solve complex problems.Serve as a strategic advisor, leveraging specialized knowledge and industry trends.Provide strategic input into the firm's business strategies.What You Must Have:Bachelor's Degree in Accounting.5 years of experience.CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.What Sets You Apart:In-depth knowledge of compliance for financial partnerships.Knowledge of structuring funds to limit tax liability.Experience identifying and addressing client needs.Building and utilizing networks of client relationships.Managing resource requirements and project workflow.Creating an atmosphere of trust in teams.Developing new relationships and selling new services.Innovating through new and existing technologies.Utilizing digitization tools to enhance engagements.Travel Requirements: Up to 20%The salary range for this position is: $124,000 - $335,000. 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
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...SeniorAssetFull timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...industry such as tax credits and fixed asset depreciation; and,Possessing a...AssetFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...tax solutions. As a Senior Associate you will analyze... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ..., and increased efficiencies. As a Senior Manager you are tasked with leading large... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1bLocal area- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorAssetFull timeWork experience placementWork at office
- Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: Assist Financial... ...the client’s goals develop customized asset allocation strategies and investment solutions...SeniorAssetFull timeFlexible hours
$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetH1b$150k
The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. Within our Tax practice, you will focus...AssetH1b$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice... ...owners protect and grow their biggest asset, the business. We collaborate with our... ..., including succession planning, wealth transfer planning, and tax complianceManage...SeniorAssetFull timeWork experience placementInternshipPrivate practiceLocal area$161.25k - $285k
Sr. Director of Wealth AdvisorsCountry: United States of AmericaIt... ...operations, compliance, and senior leadership teams.Core ResponsibilitiesAdvisor... ...mentorship, and performance management for the advisor population.... ..., client engagement, asset retention, and investment...SeniorAssetHourly payFull timeContract workShift work- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm, focusing on high-net-worth clients. You’ll lead... ...tax engagements, mentor staff, and drive strategic advisory in wealth transfer and estate planning. This role blends technical tax...SeniorFlexible hours
- ...financial centres. Our Big 4 client is looking for a Senior US Business Tax Manager to join its Cayman-based financial services team, advising... ...ll Need ● 7 – 8+ years of US tax experience, ideally in asset management or financial services ● US CPA or Enrolled Agent...SeniorAssetRelocationOverseasWeekend work
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...Senior
$99.75k - $262.5k
JOB DESCRIPTION An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives... ...company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the...SeniorWork at officeLocal area$124k - $335k
.../SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a deeper level of sophistication. As a Senior Manager you are expected to lead large projects,... ...customer information, handling proprietary assets, or collaborating closely with team...SeniorAssetFull timeH1b- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm.KPMG is currently seeking a Tax Manager to join our Business Tax Services practice... ...entities and partnerships for a variety of Asset Management clients Work as part of a multi...AssetLocal area
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...clients using leading technology and exceptional service. The Senior Portfolio Advisor II is responsible for the management and...SeniorAssetFull timeWork experience placementH1bLocal areaWorldwideFlexible hours
- ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking... ..., estates guardianship and transfer taxes. This position is in the Trust Counsel... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorAssetFull timeH1bWork at officeLocal areaWork from homeWorldwideFlexible hours
- ...Wealth Management Banking OperationsAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide... ...Movement within the organization is encouraged, senior leaders are accessible, and you can take...SeniorAssetWork experience placementH1bWorldwideFlexible hours
- ...Senior Business Banking Relationship ManagerJob Category: BankingRequisition... ...depository, treasury management, lending as well as working... ...their individual banking and wealth management needs. You will be... ...results and acquire new assets, both from new client acquisitionAdvise...SeniorAssetWork experience placementLocal area
- ...- We are currently seeking a Senior Director to join our Institutional... ...Funds, REITS, Sovereign Wealth Funds, Pension Funds, and other... ...Include: Focus on management of team members, workflow and... ...expectedAbility to cover multiple asset classes and geographiesAbility...SeniorAssetFull timeTemporary workLocal area
$99.75k - $262.5k
Job Summary:An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this...SeniorWork at officeLocal area- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm.KPMG is currently seeking a Tax Senior Associate to join our Business Tax... ...entities and partnerships and for a variety of Asset Management clients Work as part of a multi-...SeniorAssetLocal area
- ...Senior Wealth Advisor Apply ( locations Miami, FL time type... ...advice using ongoing portfolio management solutions targeting clients and... ...of $5 to 15M in investable assets using Vanguard products and the... ...to investment advice, tax strategies, legacy and estate...SeniorAssetFull timeLocal areaRemote work
- ...and develops projections, reports, and presentations to assist senior managing staff in their financial decision-making process. Moreover,... ...unit-level policies and procedures and safeguards University assets.This list of duties and responsibilities is not intended to be...SeniorAssetWork at office
- Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial... ...objectives and preferences. Advise on wealth planning, succession, tax-efficient structures, and asset protection. Coordinate with internal...SeniorAsset
$102k - $190k
...DriveJob Family Group:Wealth Sales & ServiceServes as... ...the primary relationship manager for high-net-worth (HNW... ...recommendations to senior leaders on strategy and... ...g. retirement, estate, tax optimization).Collaborates... ...strategy, protect assets, and adhere to applicable...AssetFull timeContract workPart timeLocal areaShift work- ...Senior Client Service Associate As a Senior Client Service Associate... ...as well as protecting client assets against potential fraud... ...experience in the investment management industry Preferred Qualifications... ...Team J.P. Morgan Asset & Wealth Management delivers industry-...SeniorAssetWork at office
- ...customer applications for commercial loans. Manage regional credit issues including... ...relationships; including: Treasury Management, Wealth Management, and Consumer Banking. Demonstrated... ..., line of Business Executive or Special Assets Administrator. Adheres to the highest...SeniorAsset
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Manager. Be the first to apply!
- wealth management advisor Miami, FL
- wealth management consultant Miami, FL
- wealth manager Miami, FL
- senior tax director Miami, FL
- sales & use tax manager Miami, FL
- tax manager Miami, FL
- hedge fund private equity tax manager Miami, FL
- remote tax manager Miami, FL
- international tax director Miami, FL
- senior international tax manager Miami, FL

