Asset & Wealth Management - Tax Senior Associate
$77k - $214kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt 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.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:Respond effectively to the diverse perspectives, needs, and feelings of others.Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.Use critical thinking to break down complex concepts.Understand the broader objectives of your project or role and how your work fits into the overall strategy.Develop a deeper understanding of the business context and how it is changing.Use reflection to develop self awareness, enhance strengths and address development areas.Interpret data to inform insights and recommendations.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 OpportunityAs part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.Responsibilities- Lead digitization and automation efforts- Solve intricate tax challenges- Mentor and guide junior team members- Foster and sustain client relationships- Gain thorough understanding of business contexts- Navigate complex tax scenarios effectively- Grow personal brand and technical skills- Uphold exceptional professional and technical standardsWhat You Must Have- Bachelor's Degree in Accounting- 2 years of experience- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulationsWhat Sets You Apart- Innovating through new and existing technologies- Experimenting with digitization solutions- Working with large, complex data sets- Building models and leveraging data visualization tools- Exposure to pricing and client worth- Reviewing contracts and finding new pricing options- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulationsTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $77,000 - $214,000. 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.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: NY-New York; IN-Indianapolis; CA-Irvine; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; MO-Kansas City; OH-Columbus; TX-Dallas; NV-Las Vegas; CA-Los Angeles; MD-Baltimore; MA-Boston; CA-Sacramento; MO-St. Louis; UT-Salt Lake City; CA-San Diego; CA-San Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; NY-Melville; FL-Miami; CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia; AZ-Phoenix; CT-Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full time
$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...SeniorAssetH1b$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex...SeniorAsset$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex...SeniorAsset- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team...SeniorAssetLocal areaOverseas
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team... ...the Advice and Wealth Management (AWM) division advising our... ...advanced estate planning, income tax and financial planning... ...role in making sure the assets our clients have worked...SeniorAssetFull timeWork experience placementWork at officeRemote work
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area
$93.4k - $128.4k
...services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 202... ...communities around the world.Job DescriptionThe Senior Product Manager will be part of the Wealth Management Solutions (WMS) department and will participate...SeniorAssetFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Support Tax Managers and Partners in the day-to-day management...SeniorAssetLocal area
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...practice. Responsibilities: Support Tax Managers and Partners in the day-to-day...SeniorAssetLocal area
$133.37k - $156.9k
...to join the Law Division’s Wealth Management & Investment Services legal... ...requirements, and applicable tax law, to provide clear, actionable... ...the appropriate state bar association or other appropriate state... ...including those related to asset management.- Comfort with and...SeniorAssetFull timeLocal area3 days per week$77k - $214k
...ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you are expected to analyze complex... ..., handling proprietary assets, or collaborating closely with...SeniorAssetFull timeSecond jobH1b$150k - $206.3k
...leader with more than $1.5 trillion in assets under management, administration and advisement as of... ...communities around the world.Job DescriptionThe Senior Director, Business Unit Compliance... ...leading the centralized risk team for Wealth Management Solutions, with a focus on...SeniorAssetFull timeContract workH1bWork at officeWork from homeVisa sponsorship1 day per week$100k - $150k
...industry You will have the flexibility to manage your days in support of our... ...our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...and accounting methods, digital assets, and other matters Assist with M&A tax...SeniorAssetFull timeWork at officeLocal area- ...Tax Professional We are seeking a detail-oriented and experienced Tax Professional... ...for all dealerships. Prepare fixed asset schedules for depreciation for all... ...information for tax audits. Assist Senior Accounting Managers with any tax questions they may have....SeniorAssetTemporary workWork at officeLocal areaShift workAfternoon shift
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...practice. Responsibilities: Support Tax Managers and Partners in the day-to-day...SeniorAssetFull timeLocal area
- ...Experience ~10+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth... ...portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business...SeniorAssetWork at office
- ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...'s Advice and Wealth Management division, you will develop... ...portfolios of $5-15M in investable assets using Vanguard products and... ...to investment advice, tax strategies, legacy & estate...SeniorAssetFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...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
$76.32k - $127.21k
...Senior Financial Planner Build a career that matches... ...Net Worth Services, and Tax Planning. Maintain knowledge of all Wealth Planning offerings. Engage... ..., personal wealth management, risk management, and education... ...brokerage and advisory assets on behalf of...SeniorAssetWork at officeWork from home$175k - $227.5k
...the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure... ....What you’ll be responsible for:Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and...SeniorAssetWork at officeFlexible hours$135k - $150k
Job Description:AssetMark is a leading wealth management platform dedicated to empowering independent... ....The OpportunityAssetMark is seeking a Senior Data Steward to drive the success of... ...and execution levels, ensuring data assets are managed as products that support business...SeniorAssetFull timeWork at officeFlexible hours$138k - $172.5k
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 engagements...AssetInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...or application of the Truist Wealth platform including but not limited... ...business analysis and project management effort to drive the strategy,... ...and advisor experience, and asset and revenue goals. Coordinate... ...accidental death and dismemberment, tax-preferred savings accounts,...SeniorAssetFull timePart timeWork at officeShift workDay shift
$112k - $116.5k
...DescriptionAbout SiaSia is a next-generation, global management consulting group. Founded in 1999, we... ...are seeking a highly motivated Senior Consultant to join our Financial... ...(FDBA). Whether your expertise lies in wealth and asset management, capital markets, corporate...SeniorAssetWork experience placementWork at officeImmediate startWorldwide3 days per week$77k - $214k
...ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Insurance Tax Senior Associate, you will provide advice and... ...connections and learn how to manage and inspire others. You will... ...information, handling proprietary assets, or collaborating closely with...SeniorAssetFull timeH1b$119k - $218.3k
Position Summary Senior Consultant - Regulatory Change - Investment Management - Enterprise Operations & Risk Our... ...exposure to investment management (asset managers, wealth managers, hedge funds,... ...applicable geographic differential associated with the location at which...SeniorAssetVisa sponsorship- ...seeking a Financial Relationship Advisory Senior Manager within Wealth & Investment Management (WIM),... ...to client acquisition, new accounts, asset growth, and advisor productivitySupport... ...disqualification are not eligible to be associated with a FINRA-registered broker-dealer...SeniorAssetOngoing contractFull timeWork experience placementImmediate start
$50 per hour
...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 group...Full timeWork at officeLocal area3 days per week$114.5k - $157.4k
...more than $1.5 trillion in assets under management, administration and advisement... ...communicate with senior leaders, and contribute to... ...evaluate investment managers and associated products. At times, this may... ...OperationsLine of Business FPPS Wealth Management...SeniorAssetFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...role:Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Investment Manager Relations (IMR) and Physical Securities... ...Trust Trade Settlements in Wealth and Investment Management... ..., and safeguard client assets. Team members work closely with...SeniorAssetFull timeWork experience placementWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!
- senior tax associate Charlotte, NC
- tax accountant Charlotte, NC
- tax preparers Charlotte, NC
- corporate tax accountant Charlotte, NC
- sales & use tax accountant Charlotte, NC
- tax specialist Charlotte, NC
- tax examiner Charlotte, NC
- accountant tax preparer Charlotte, NC
- income tax preparer Charlotte, NC
- tax advisor Charlotte, NC


