Asset & Wealth Management Tax Senior Manager
$124k - $335kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations.As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm.In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.Responsibilities- Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations- Reviewing and analyzing financial data to prepare and file accurate tax returns- Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning- Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes- Directing teams through complex situations, demonstrating composure and strategic problem-solving- Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams- Making informed decisions and taking action to resolve issues hindering team effectiveness- Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements- Building and maintaining relationships with clients to provide strategic tax advice and guidanceWhat You Must Have- At least a Bachelor's degree- At least 6 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 opportunityWhat Sets You Apart- Demonstrating advanced skills in tax compliance and auditing- Utilizing strategic questioning to drive asset management solutions- Excelling in drafting and preparing complex tax documents- Leveraging analytical thinking for financial statement analysis- Applying project management skills to regulatory compliance consulting- Building relationships through effective communication and influence- Adapting to change with intellectual curiosity and learning agilityTravel RequirementsUp to 20%Job Posting End DateThe 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. To view our benefits at a glance, please visit the following link: PwC is an equal 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: more about how we work: 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.SummaryLocation: NY-New York; CA-Irvine; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; NY-Melville; CA-Los Angeles; FL-Miami; MA-Boston; CA-Sacramento; NJ-Florham Park; CA-San Francisco; TX-Fort Worth; CA-Silicon Valley; PA-Philadelphia; CT-Hartford; TX-HoustonType: Full time
$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...SeniorAssetFull timeH1b$77k - $214k
...The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help businesses navigate complex tax regulations and optimize their...SeniorAssetFull timeH1b$124k - $335k
...The Opportunity As an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...SeniorAssetH1bShift work$106.5k - $157.3k
...Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping... ...the status quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high...SeniorAssetFull time$124k - $335k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and guidance... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- ...Description Job Description In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to... ..., employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, and executive...SeniorAssetWork at office
- ...a member of a client service team, the Wealth Management Senior Associate is responsible for helping the... ...-range financial projections, income tax projections and various evaluations. The... ...benefits, insurance, investment vehicles, asset allocation, estate planning techniques,...SeniorAssetWork at office
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...responsible for providing comprehensive wealth management advice and building long-term... ...track record of client acquisition and asset growth ~ Background in a wirehouse, independent...SeniorAsset
- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment... ...Hedge Funds Financial Services Asset Management Consulting &... ...Services Professional Services Wealth Management Fund Families Investment...SeniorAsset
$350k - $400k
...financial planning, investment management, business management, tax, estate, insurance, and... ...with up to $70 billion in assets. The Barron's top RIA... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... .... Job Summary: The Senior Wealth Advisor focuses on...SeniorAssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $185k
...Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition... ...providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and...SeniorWork experience placementWork at officeLocal areaFlexible hours- ...KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance... ...pass-through entities and partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to...SeniorAsset
$200.7k - $250.9k
...groundbreaking solution: by depositing assets with them, wealth remained secure and earned steady... ...marked the birth of intelligent wealth management. Today, that same drive for financial... ...surpass traditional expectations. As a Senior Software Engineer on the...SeniorAssetRemote work$124k - $335k
The Opportunity As a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetH1bLocal area$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... 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$122.4k - $228k
...Wealth Management Relationship Manager Develops, manages, retains and grows... ...appropriate credit and tax-favourable structures to meet... ...Makes recommendations to senior leaders on strategy and new initiatives... ...business strategy, protect assets, and adhere to applicable policy...SeniorAssetPart timeShift work$122.4k - $228k
...Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows... ...developing appropriate credit and tax-favourable structures to... ...Makes recommendations to senior leaders on strategy and... ...strategy, protect assets, and adhere to applicable...SeniorAssetPart timeLocal areaShift work- Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, offering comprehensive financial planning and personalized solutions. The role emphasizes discovery, profiling, and high-touch client engagement to...Senior
- Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit...Senior
- ...from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently...SeniorTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...Senior Accounting Manager Specter's mission is to help customers automate the physical world. Today... ...goods, contract manufacturers, fixed assets, production tooling, and multi-element... ...reality of the business Coordinate tax compliance with external tax advisors,...SeniorAssetContract work
$140k - $195k
...as we scale. You will own core accounting processes in NetSuite, manage monthly closes, and strengthen reporting controls across the... ...accurate reconciliations in NetSuite, including COGS, debt schedules, asset tracking, AP/AR, and other balance sheet items. Clean up and...SeniorAssetFor contractorsImmediate startRemote workFlexible hours$160k - $175k
...remote. Reports to: Managing Director, Marketing The Opportunity... .... The next generation of wealth is arriving. And the marketing... ...requires. The incoming Senior Marketing Manager will spend meaningful... ...manage roughly $18BN in assets from offices in Seattle, San Francisco...SeniorAssetFull timeContract workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$160k - $190k
...Senior Accounting Manager 0 3 days ago Job Details Experience: Director Salary: $160,000 - $190,000 per year About the Company A venture-backed... ...NetSuite, including cost of goods sold, debt schedules, fixed assets, and accounts payable/receivable. Maintain data integrity...SeniorAssetFor contractorsLocal areaFlexible hours- ...Type Yearly Highgate Hotels Overview The Senior Accounting Manager is responsible for providing... ...regulations, and safeguarding owners/investors assets. Responsibility Effectively manage and... ...proper execution of all operational taxes. Provide assistance to management in enforcing...SeniorAssetLocal area
$230k - $300k
...About the Role We are seeking a Senior Manager, Technical Accounting - M&A and Investments... ...closely with Corporate Development, Legal, Tax, Treasury, FP&A, and leadership to... ...technical accounting for business combinations, asset acquisitions, joint ventures, and...SeniorAssetWork at officeVisa sponsorshipFlexible hours- ...Senior Vice President, Global Regulatory Affairs About the Company Clinical-stage biotechnology company with a multi-asset pipeline across oncology, neuroscience, immunology, and rare disease. Industry Biotechnology Type Privately Held About the Role...SeniorAsset
- ...prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based... ...the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and...SeniorAssetLocal areaRelocation package
- ...Senior Vice President of Retirement Sales About the Company Rapidly growing financial... ...will be tasked with developing and managing relationships with financial advisors, plan... ...retirement plan services, recordkeeping, asset management, insurance, TPA services, or financial...SeniorAsset
$140k - $160k
...Senior Asset Management Consultant AMCL is looking to recruit a Senior Asset Management Consultant to lead and support the collection, analysis, and communication of data and data-derived insights to support proactive, risk-informed decision-making for the organizations...SeniorAssetFull timeFlexible hours
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 manager San Francisco, CA
- wealth management consultant San Francisco, CA
- wealth management advisor San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- tax manager public accounting San Francisco, CA
- senior tax director San Francisco, CA
- senior international tax manager San Francisco, CA
- sales & use tax manager San Francisco, CA
- sr tax manager San Francisco, CA
- state tax manager San Francisco, CA

