Asset & Wealth Management Tax Manager
$99k - $266kPricewaterhouseCoopers
Specialty/Competency: Industry Tax Practice
Industry/Sector: Asset and Wealth Management
Time Type: Full time
Travel Requirements: Up to 40%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
Supervise and develop team members to achieve exceptional deliverables
Manage client service accounts and engagement workstreams
Independently solve and analyze complex problems
Utilize PwC's technical knowledge and industry insights to address client needs
Drive digitization, automation, and efficiency improvements
Coach teams to enhance their skills and performance
Oversee successful planning, budgeting, and execution of projects
Foster a culture of continuous improvement and innovation
What You Must Have
Bachelor's Degree in Accounting
4 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
Thorough knowledge of compliance and consulting for financial partnerships
Knowledge of structuring funds to limit tax liability
In-depth tax technical skills in partnership tax forms
Experience identifying and addressing client needs
Building, maintaining, and utilizing networks of client relationships
Success as tax technical business advisor
Familiarity with CRM systems
Knowledge of automation and digitization in professional services
Experience with alternative fee arrangements and pricing strategies
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 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:
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.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines:
#LI-Hybrid
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...AssetFull timeH1bLocal areaOverseas- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on client...Asset
$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! EY’s FSO tax practice provides comprehensive and specialized tax...AssetWork experience placementSummer holidayLocal areaFlexible hours$99k - $266k
PwC is looking for an experienced individual to join their tax services team in Boston, MA. The role emphasizes client engagement, team leadership, and the application of tax compliance and consulting knowledge. Candidates must hold a Bachelor's Degree, have at least 4...Asset$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...AssetFull timeH1b$175k - $200k
...Tax Manager Massachusetts; New York; New York City About Man Group Man Group is a... ...public and private markets, across all major asset classes, with a significant focus on... ...Job Description The US Systematic Wealth team is looking to hire a Tax Manager supporting...AssetTemporary workWork at officeLocal areaFlexible hours$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...AssetFull timeH1b$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...AssetWork experience placementSummer holidayFlexible hours$105.1k - $192.6k
...and help to build a better working world. Tax – Indirect Tax Income Tax – Financial Services Organization – Manager The opportunity EY is a leader in... ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...AssetWork experience placementSummer holidayLocal areaFlexible hours$105.1k - $192.6k
...Charlotte, Chicago, Dallas, Los Angeles, Irvine Tax - Indirect Tax Income Tax - Financial Services Organization - Manager The opportunity EY is a leader in serving... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...AssetWork experience placementSummer holidayLocal areaFlexible hours- ...Senior Manager Of Tax Operations The Senior Manager of Tax Operations is responsible for the overall leadership, governance, and continuous improvement of the wealth tax operations function. This role ensures delivery of high-quality tax services to clients, strengthens...Work at office
$132.1k - $301.6k
...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! Private Tax is a growing practice within the organization, and you’ll...AssetWork experience placementSummer holidayLocal areaImmediate startFlexible hours$95.4k - $180.4k
...increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business... ...resources, investment operations, tax, technology, risk, and philanthropy... ...and business strategy within the asset management, private equity, or...AssetTemporary workWork experience placementInternshipWork at officeLocal area$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...AssetSummer holidayFlexible hours$134k - $348.5k
...Overview As an Asset and Wealth Management External Audit – Regulatory Reporting Specialist – Director, you will play a pivotal role in guiding clients through complex regulatory landscapes, enhancing internal controls and mitigating risks. Within our Assurance practice...Asset$134k - $348.5k
...Asset and Wealth Management - Regulatory Reporting Specialist - Director The Opportunity As an Asset and Wealth Management - Regulatory Reporting Specialist - Director, you will play a pivotal role in guiding clients through complex regulatory landscapes, enhancing...Asset$110k - $150k
...industry You will have the flexibility to manage your days in support of our commitment to... ...Responsible for managing and coordinating tax compliance and advisory work for clients... ...experience ~ Experience working with asset manager clients (private equity, hedge...AssetWork at officeLocal area- ...strategic transformation leader to drive initiatives within its Wealth platform in Boston. The role demands an ambitious individual... ...10–15 years of relevant experience, especially in wealth or asset management. You will own transformation initiatives, build a...Asset
$130k - $170k
...ASSOCIATE DIRECTOR, PRIVATE WEALTH As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve... ...their portfolio construction, including tax and estate planning, portfolio...Asset$120k - $150k
...at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth... ...counsel with their portfolio construction, including tax and estate planning, portfolio monitoring, leading periodic...Asset$99k - $266k
PwC South Africa seeks a Manager in Boston specializing in Tax Services to lead teams, manage client accounts, and drive efficiency through digitization. With a Bachelor's Degree and 4 years of relevant experience, you will enhance team performance, ensure compliance, and...- Wellington Management Company is hiring a Fund Governance Analyst to support its US Wealth channel growth. This role involves maintaining compliance and governance for the... ...candidate will have 1-3 years of experience in asset management, strong organizational skills, and...AssetWork at officeFlexible hours
- EY is seeking a Manager Consultant for their Asset & Wealth Management practice in Boston. You will help clients align their operating models with business strategies, focusing on efficiency and transparency in investment management. The ideal candidate has experience in...AssetFlexible hours
- ...business. The successful candidate will promote services such as asset management and retirement plans, while also cultivating partnerships and... ...role requires a Bachelor's Degree or relevant experience in wealth management and specific financial licenses. This position...Asset
- ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking...Asset
- ...asset-management, project-management, Wealth Management, Change & Transformation Perm Hybrid We’re supporting a high-growth investment firm building out its Wealth platform in Boston. This is a genuine build role . Not a “keep the lights on” corporate position. Not a...AssetPermanent employment
$150k - $190k
...With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management...Work experience placementWork at officeLocal area3 days per week$125k - $175k
...Company Overview: A leading retirement company is seeking a Manager for their Wealth Management division. This role is pivotal in expanding... ...advisors, focusing on advisor development, client experience, asset retention, and sales performance Coach advisors to deliver...Asset- ...An established industry player is seeking a Tax Senior Associate to join their dynamic team in the Cayman Islands. This exciting... ...role offers the chance to work with prestigious clients in asset and wealth management, delivering strategic tax solutions while enhancing your...AssetRelocationRelocation package
- ...Advisers was established in 2006 to meet the wealth management needs of ultra-high net worth... ...investment management, estate planning, tax planning, retirement planning, and all aspects... ...weekly, and monthly reporting including asset allocations and performance reports Assisting...AssetWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Tax Manager. Be the first to apply!


