Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management Tax Director

PwC (US)

Financial Services Tax Practice Director

A 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 Director, 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:

  • Support team to disrupt, improve and evolve ways of working when necessary.
  • Arrange and sponsor appropriate assignments and experiences to help people realize their potential and support their long-term aspirations.
  • Identify gaps in the market and spot opportunities to create value propositions.
  • Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
  • Create an environment where people and technology thrive together to accomplish more than they could apart.
  • I promote and encourage others to value difference when working in diverse teams.
  • Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
  • Influence and facilitate the creation of long-term relationships which add value to the firm.
  • Uphold the firm's code of ethics and business conduct.

The Opportunity: As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders.

Responsibilities:

  • Define strategic direction for the Default team
  • Lead initiatives in business development and client relations
  • Oversee multiple projects maintaining exceptional delivery
  • Build and maintain executive-level client relationships
  • Mentor and guide the next generation of leaders
  • Advocate for digitization and automation in tax advisory
  • Adhere to professional and technical standards
  • Foster a collaborative environment where technology thrives

What You Must Have:

  • Bachelor's Degree
  • 6 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:

  • Master's Degree in Accounting, Taxation preferred
  • Proficiency in managing tax compliance for various business entities
  • Proficiency in fiduciary income tax returns and compliance
  • Collaboration with tax practitioners and business managers
  • Skilled in preparing and reviewing thorough tax returns
  • Written and verbal business communication skills
  • Proficiency in problem-solving and creative solutions
  • Leadership in generating new business and proposal writing
  • Proficiency in automation and digitization in tax services
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Director in Seattle, WA vacancy
  • $150k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career...  ...progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers,... 
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Seattle, WA
    1 day ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... 
    Asset
    Full time
    H1b

    PwC

    Seattle, WA
    5 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... 
    Asset
    Full time
    H1b

    PwC

    Seattle, WA
    3 days ago
  • $107.16k - $226.32k

     ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-...  ...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... 
    Asset
    Full time
    Local area
    Remote work

    KPMG

    Seattle, WA
    9 days ago
  • $116.2k - $212.9k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...challenges, then come join our dynamic FSO team! The International Tax and Transaction Services practice is comprised of three... 
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Seattle, WA
    3 days ago
  •  ...Tax Manager Empirical is an independent Registered Investment Advisor managing almost $4...  ...to help investors grow and protect their wealth. Empirical Wealth Management is a rapidly...  ...the financial lives and managing assets for hundreds of individuals and businesses... 
    Asset

    COPE Staffing

    Seattle, WA
    6 days ago
  • $150k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector:...  ...& Capital Markets Tax Director, you will focus on providing...  ...services Leading project management initiatives in banking and capital...  ...information, handling proprietary assets, or collaborating closely... 
    Asset
    Full time
    H1b

    PwC

    Seattle, WA
    5 days ago
  • $60k - $125k

    Goldman Sachs is seeking a Wealth Management Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal...  ...net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants must have a Bachelor's Degree... 
    Asset

    Goldman Sachs

    Seattle, WA
    6 days ago
  • $60k - $125k

    A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships....  ...You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications... 
    Asset

    Goldman Sachs Group, Inc.

    Seattle, WA
    2 days ago
  •  ...firm specializes in delivering customized wealth management and investment advisory solutions to...  ...investment management, estate planning, tax strategy, risk management, charitable planning...  ...Conduct investment research on markets, asset classes, and securities. Evaluate... 
    Asset
    For contractors
    Work at office

    International Search Consultants

    Seattle, WA
    4 days ago
  • $60k - $125k

    A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth...  ...Bachelor's Degree. You will manage client relationships, oversee asset movements, and contribute to delivering innovative financial... 
    Asset
    Work at office

    Goldman Sachs Bank AG

    Seattle, WA
    5 days ago
  • $112k - $210k

     ...5th Avenue, Seattle WashingtonABOUT THE JOB:The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private...  ..., product selection and securing the business; management and delivery of products across the investment... 
    Asset
    Temporary work
    Work at office
    Flexible hours

    KeyCorp

    Bellevue, WA
    3 days ago
  • $81.13k - $164.57k

     ...an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers...  ...pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping... 
    Asset
    Full time
    Local area

    KPMG

    Seattle, WA
    9 days ago
  • $116.2k - $212.9k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...challenges, then come join our dynamic FSO team! Handling tax in such a large, sophisticated organization takes more than... 
    Asset
    Summer holiday
    Flexible hours

    EY

    Seattle, WA
    3 days ago
  • $128.4k - $235.3k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...come join our dynamic FSO team! The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US... 
    Asset
    Summer holiday
    Remote work
    Flexible hours

    Ernst & Young Oman

    Seattle, WA
    2 days ago
  • $131.91k - $224.14k

     ...Job Title As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud...  ...their attorneys to determine appropriate plans for estate taxes. Utilizes knowledge of inheritance, gift, income, and estate... 
    Asset
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Seattle, WA
    12 hours ago
  • $75k - $160k

     ...Goldman Sachs Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential Partner with internal and external subject matter experts to... 
    Asset
    Full time
    Temporary work
    Part time

    Goldman Sachs

    Seattle, WA
    2 days ago
  • $110k - $125k

     ...Manager, Revenue Accounting Manager, Revenue Accounting Company...  ...: Pathstone is a growing wealth management firm serving ultra-...  ...coordination across key areas such as tax strategy, risk management...  ...locations and $185 billion in client assets under management, advisory,... 
    Asset
    Work at office
    Flexible hours

    Pathstone

    Bellevue, WA
    2 days ago
  • $184.87k - $324.19k

     ...number one priority. With a wealth of learning and career development...  ...KPMG is currently seeking a Director, SAP Enterprise Architect -...  ...and Controlling (GL, AP/AR, Asset Accounting, Treasury, etc.),...  ...communicate findings to senior management and client personnel... 
    Asset
    Full time
    H1b
    Local area

    KPMG

    Seattle, WA
    9 days ago
  • $90k - $120k

     ...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national...  ...with over $8.5 billion in client assets and 26 locations across 14 states...  ...external professionals using tax-efficiency strategies, cash flow... 
    Asset
    Temporary work
    Work at office
    Flexible hours

    Vodia Ventures

    Bellevue, WA
    4 days ago
  • Wealth Management Professional Accelerate your career at the pinnacle of global wealth management....  ...teammates to service clients. Oversee asset movements, portfolio implementations and...  ...organizational documents, estate planning, and tax concepts. Introduce new and existing... 
    Asset
    Work at office

    Goldman Sachs, Inc.

    Seattle, WA
    5 days ago
  • $76k - $125.3k

     ...Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. The opportunity EY's FSO EDGE WAM practice provides... 
    Asset
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Seattle, WA
    1 day ago
  • $65k - $80.2k

    Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth...  ...investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open... 
    Asset
    Temporary work
    Work experience placement
    Local area

    Us Bank

    Seattle, WA
    3 days ago
  • $150k - $240k

     ...Wealth Manager Laird Norton Wetherby (LNW) is seeking a full-time Wealth Manager to join our...  ...approved investment solutions across all asset classes. Design and guide the...  ...clients goals and objectives, risk tolerance, tax situation and unique considerations to the... 
    Asset
    Full time
    Contract work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Laird Norton Wealth Management

    Seattle, WA
    4 days ago
  •  ...Vice President, Private Wealth Planner The Private Client experience...  ...offers a pathway to Wealth Management through comprehensive, expert...  ...achieving their goals and the asset allocation needed. This holistic...  ...trusts & estates, individual tax rules (both transfer and... 
    Asset
    Work at office

    Chase

    Bellevue, WA
    1 day ago
  • $75k - $160k

     ...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious...  ...investment platform, including tax and estate planning, philanthropic planning...  ...teammates to service clients Oversee asset movements, portfolio implementations and... 
    Asset
    Full time
    Temporary work
    Part time
    Local area

    Goldman Sachs

    Seattle, WA
    2 days ago
  •  ...addresses to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and...  ...Seattle, Washington, United States Areas of the Firm Asset & Wealth Management Anaplan Salary Range Lower Limit 65,000 Anaplan... 
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Seattle, WA
    3 days ago
  • $75k - $125k

    Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle location_on Seattle, Washington, United States YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers... 
    Asset
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Bank AG

    Seattle, WA
    5 days ago
  • $124k - $335k

     ...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable...  ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    Full time
    H1b

    PwC

    Seattle, WA
    3 days ago
  • $146.76k - $278.24k

    # **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and...  ...nation, has an incredible career opportunity for a **Tax Senior Manager, Private Wealth** to join our growing High Net Worth Texas Tax practice!Our... 
    Private practice
    Local area
    Worldwide

    Baker Tilly International

    Seattle, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management Tax Director. Be the first to apply!