Asset & Wealth Management Tax Manager
$99k - $266kPwC South Africa
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same. In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm. Responsibilities - Leading tax compliance workstreams and managing client expectations effectively
- Guiding teams in the preparation and filing of tax returns to meet regulatory requirements
- Utilizing analytical thinking to review and analyze financial data for tax compliance
- Developing and implementing strategies to optimize clients' tax positions while minimizing risks
- Building and maintaining relationships with clients to provide strategic tax planning advice
- Overseeing the drafting and submission of regulatory tax documents
- Promoting the use of innovative digital tools and practices in tax compliance processes
- Monitoring and analyzing financial trends to identify opportunities for tax savings
- Coaching and mentoring team members to enhance their skills and performance
- Validating adherence to professional and technical standards in all tax-related activities
- At least 4 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 opportunity
- Demonstrating proficiency in tax compliance and tax preparation
- Utilizing AI fluency and digital tooling for innovative solutions
- Managing complex projects with a focus on regulatory compliance
- Mentoring and developing team members to enhance performance
- Building strong client relationships through effective communication
- Embracing change and fostering a culture of inclusion and collaboration
$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax...AssetH1b$104.6k - $191.6k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, leveraging deep...AssetSummer holidayLocal areaFlexible hours$77k - $214k
...Asset & Wealth Management Tax Senior Associate 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...AssetFull time$150k - $175k
Company Overview: A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role focuses on delivering comprehensive tax compliance and planning services to high-net-worth clients while providing leadership...SuggestedWork at officeLocal area$126.1k - $210.1k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...then come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetSummer holidayLocal areaImmediate startFlexible hours$126.1k - $210.1k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...then come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization,...AssetSummer holidayLocal areaImmediate startFlexible hours$110k - $129k
...An estimated $124 trillion of assets will be inherited by younger generations... .... The largest transfer of wealth in human history. If you’re... ..., and so are the rewards. The Tax Operations team’s mission is... ...dynamic environments and can manage multiple priorities. In this role...AssetWork at officeFlexible hoursShift work3 days per week$77k - $214k
...Asset And Wealth Management - Renewable Energy Tax Senior Associate 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...AssetFull timeH1b- 202 7 Summer Internship - Global Wealth Management , Strategic Accounts Analyst, US PIMCO is a global leader in active fixed income. With our... .... The team's success is measured not just by sales and asset growth, but also by the strength and depth of client relationships...AssetFull timeWork experience placementInternshipSummer internshipWork at officeShift work
- ...J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment...AssetRemote work
$103.1k - $188.9k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...practice gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will...AssetSummer holidayFlexible hours$77k - $214k
The Opportunity As a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these...AssetFull timeH1b$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...AssetWork experience placementSummer holidayFlexible hours$147.4k - $336.8k
...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$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- ...Science (BS)Employment Full TimeWorking Type On SiteJob Reference Salary Type AnnuallyIndustry Asset Management;Private Equity;Real EstateSelling Points Lead impactful tax provision processes and ensure compliance with ASC 740 standards. Collaborate with internal teams...Asset
$136.6k - $142.5k
...BCG delivers solutions through leading-edge management consulting along with technology and design,... ...partner in a growing global team, providing U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients. You will work...AssetWork at officeLocal areaShift work$103.6k - $235.3k
...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! Our Business Tax Advisory practice gives you the opportunity to focus on U.S...AssetSummer holidayLocal areaImmediate startRemote workFlexible hours$90k - $205k
...We're seeking someone to join our team as a Manager in Tax department to manage all aspects of IFRS tax provision preparation... ...offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is...AssetTemporary workInterim roleLocal area$99k - $266k
...Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetContract workH1b$116.2k - $212.9k
...the most technically demanding tax planning projects around. You’... ...business acumen. As a Manager in Private Tax, you will be at... .... • Supporting clients in wealth transfer, succession planning,... ...abroad, US residents holding nonUS assets, or foreign nationals holding...AssetWork experience placementPrivate practiceSummer holidayFlexible hours$73.5k - $212.28k
...Applicable Specialism IFS - Finance Management Level Manager Job Description &... ...The Opportunity As a Partner Tax Preparation Advisor Manager, you will provide... ...customer information, handling proprietary assets, or collaborating closely with team...AssetH1b- Location: New York, NY Company: Asset Management Firm Employment Type: Full-Time About the Firm: JCW is partnered with a growing asset management... ..., and long-term success. They are currently seeking a Tax Manager to join their in-house tax team and play a key role in...AssetFull time
$124k - $335k
...Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Senior Manager Job Description & Summary... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...AssetH1bLocal area- ...clients. This role leads end-to-end fiduciary tax compliance across trusts, estates,... ...and clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax compliance... ...reviewsSupport correct tax treatment of complex trust assets (e.g., closely held businesses, real...Asset
$110k - $145k
...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... ...professionals who work in conjunction with our wealth advisors to provide tax compliance...AssetTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$123k - $205k
Are you a strategic tax professional who enjoys solving complex information reporting and withholding challenges? Do you want to advise leading financial institutions across banking, asset management, hedge funds, and insurance? If you have experience with FATCA, CRS, Forms...AssetVisa sponsorship2 days per week3 days per week- JPMorgan Asset Management in New York seeks a Vice President, Product Manager for 55ip to lead product strategy, collaborate with engineers... ...metrics, drive roadmaps, and ensure delivery of cutting-edge wealth management products, leveraging analytics and custodial integrations...Asset
- ...will the future shape you? The opportunity Tax Technology and Transformation offers... ...the need to understand how to make data an asset. The underlying objective of the combined... ...Ability to lead a team, mentor counselees and manage client‑serving business Documenting and reviewing...AssetWork experience placement
- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...AssetFlexible hours
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