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

Asset & Wealth Management Tax Senior Manager

$124k - $335k

PricewaterhouseCoopers

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

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management Tax Senior Manager in San Francisco, CA vacancy
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping... 
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    3 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    22 hours ago
  • $132.7k - $303.2k

     ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....  ...is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Francisco, CA
    4 days ago
  • $153.43k - $332.7k

     ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax...  ...entities and partnerships for a variety of Asset Management clients Work as part of a multi... 
    Senior
    Asset
    Local area

    KPMG

    San Francisco, CA
    22 hours ago
  • $124k - $335k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &...  ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    San Francisco, CA
    2 days ago
  • $124k - $335k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &...  ...OpportunityAs a Sales & Use Tax Senior Manager, you will focus on providing advice...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    San Francisco, CA
    2 days ago
  •  ...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,... 
    Senior
    Asset
    Work at office

    ASPIRIANT LLC

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    22 hours ago
  • $70k - $200k

     ...WealthCompany: CitiCiti Global Wealth brings together the full power...  ...Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive...  ...in new bank and brokerage assets Deepen relationships with... 
    Senior
    Asset
    Full time
    Work at office

    Citigroup

    San Francisco, CA
    22 hours ago
  • $124k - $335k

     ...advisory needs such as audit, tax compliance, and planning to...  ...team focus on key issues like wealth management, compliance, cash flow management...  ..., now and in the future.As a Senior Manager, you'll work as part...  ..., handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $140k - $210k

     ...Senior Tax Manager - REMOTE About the Firm We are representing a well-established, award-winning...  ...business owners with investable assets between $1M and $20M. The firm offers investment...  ...to deliver a truly integrated wealth management experience. About the Role... 
    Senior
    Asset
    For contractors
    Remote work

    The Well

    San Francisco, CA
    3 days ago
  •  ...Bring your expertise to JPMorgan Chase.  As part of Risk Management and Compliance, you are at the center of keeping...  ...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... 
    Senior
    Asset

    JPMorgan Chase & Co.

    San Francisco, CA
    26 days ago
  • $99k - $266k

     ...business advisory needs such as audit, tax compliance, and planning to help improve...  ...assisting the team focus on key issues like wealth management, compliance, cash flow management,...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Asset
    Local area
    Relocation package

    Quix Recruitment Group Ltd

    San Francisco, CA
    10 days ago
  •  ...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... 
    Senior
    Asset

    Beacon Pointe Advisors

    San Francisco, CA
    2 days ago
  • $135k - $230k

     ...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant...  ...and Private Client services. This Tax Senior Manager role will be based out of one of our Los...  ...tax planning strategies that optimize wealth preservation, charitable giving, and succession... 
    Senior
    Full time
    Local area

    Withum Smith+Brown

    San Francisco, CA
    3 days ago
  • $124k - $335k

    Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior...  ...offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects,...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $332k - $355k

     ...legal infrastructure that founders use to manage equity, fund managers use to run...  ...00 funds and SPVs representing $250B+ in assets under management, Carta is transforming how...  ...private equity, institutional investing, or wealth management preferredRelevant sales experience... 
    Senior
    Asset
    Full time

    Carta

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Asset

    Mercury

    San Francisco, CA
    22 hours ago
  • $141.15k - $288.38k

     ...a part of the largest growth area in the tax industry? Do you have experience serving...  ...important tax and business issues? If you’re a senior leader who wants to develop and thrive in...  ...opportunity for you as a Tax Senior Manager on our growing team! Work You’ll Do As a... 
    Senior
    Work at office
    Local area

    Deloitte

    San Francisco, CA
    22 hours ago
  • $163.6k - $245.4k

     ...Professional, WealthCompany: CitiThe Senior Client Service Manager accomplishes results through the management...  ...board and provides guidance to Wealth Academy to provide relevant process and...  ...Citigroup, its clients and assets, by driving compliance with applicable... 
    Senior
    Asset
    Full time
    Temporary work
    Work at office

    Citigroup

    San Francisco, CA
    3 days ago
  • $73.5k - $212.28k

     ...LevelManagerJob Description & SummaryThe OpportunityAs a Federal Manager you will lead tax compliance work within our Tax Services practice, guiding...  ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these... 
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    3 days ago
  • $72k - $184.44k

     ...Digital Assurance & Transparency - IT Audit Senior Associate, you will focus on providing...  ...including assessing governance and risk management processes and related controls. You will...  ...information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    3 days ago
  • $170k - $210k

     ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...  ...RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is...  ...criteria methodology here.Job Summary:The Wealth Advisor focuses on deepening... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    3 days ago
  •  ...Type HybridJob Reference 0000021150Salary Type AnnuallyIndustry Asset Management;Investment ManagementSelling Points Lead impactful accounting...  ....Job DescriptionSenior Corporate Accountant OverviewThe Senior Corporate Accountant will play a pivotal role in maintaining... 
    Senior
    Asset

    Green Key Resources

    San Francisco, CA
    3 days ago
  •  ...Job Description Job Description Senior Wealth Manager Presented by Rekroot on behalf of our...  ...organization manages approximately $8 billion in assets and is committed to delivering...  ...within a wealth management firm or the tax division of an accounting firm ~ Proven... 
    Senior
    Asset
    Remote work

    RK Partners

    San Francisco, CA
    a month ago
  • $165k

     ...powering innovation and efficiently managing Data Gravity challenges....  ...follow us on LinkedIn and Twitter.Senior Associate - Private...  ...investor pipeline across sovereign wealth funds, public pensions, endowments...  ...lives, protecting assets, and securing data aren't just... 
    Senior
    Asset
    Full time

    Digital Realty

    San Francisco, CA
    2 days ago
  •  ...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

    Citi

    San Francisco, CA
    10 hours ago
  •  ...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... 
    Senior
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

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