Asset & Wealth Management Tax Director
$150kPricewaterhouseCoopers
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, reviewing and analyzing financial data, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You will be instrumental in driving business growth, shaping client engagements, and mentoring the next generation of leaders.In this role, you will be a guardian of PwC's reputation, fostering a healthy working environment and maximizing client satisfaction. You will cultivate potential in others and actively collaborate across the PwC Network, leveraging collective strengths to convert market opportunities into successes for the firm. Your role will involve promoting technological advances and creating an environment where people and technology thrive together, all while adhering to professional and technical standards.Responsibilities- Leading strategic tax planning and compliance initiatives for asset and wealth management clients- Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements- Analyzing financial data to identify tax optimization opportunities and minimize compliance risks- Developing and implementing innovative tax strategies to support business growth and client satisfaction- Mentoring and guiding junior team members in tax compliance and strategic planning- Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights- Driving thought leadership by developing new ideas and solutions in the tax compliance space- Cultivating and maintaining executive-level client relationships to enhance service delivery- Promoting technological advancements to streamline tax processes and improve efficiency- Identifying market gaps and converting opportunities into successful outcomes for the firmWhat You Must Have- At least a Bachelor's degree- At least 8 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- Leading strategic initiatives in asset and wealth management tax- Driving business growth through innovative tax solutions- Mentoring future leaders in tax compliance and planning- Cultivating executive-level client relationships and satisfaction- Promoting technological advances in tax services- Identifying market gaps and converting opportunities to success- Developing new ideas and solutions for complex tax challengesTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $150,000 - $438,000. 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; CT-Stamford; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; TX-Dallas; FL-Miami; MD-Baltimore; MA-Boston; CA-Sacramento; TN-Nashville; NJ-Florham Park; CA-San Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; CT-Hartford; TX-HoustonType: Full time
$124k - $335k
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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...AssetFull timeH1b- EY is a global leader in professional services, delivering tax, advisory, and assurance with a focus on financial services. The Financial Services Organization (FSO) EDGE Wealth and Asset Management team provides specialized tax support for hedge funds, private equity,...Asset
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...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
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...and trusted advisor to our clients. Role Overview U.S. Global Wealth Management (U.S. GWM)’s mission is to create industry leading... ...clients. The team’s success is measured not just by sales and asset growth, but also by the strength and depth of client relationships...AssetFlexible hours$120k - $150k
...CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across key areas of the Private Wealth Management portfolio, including trust companies, registered... ...), or relevant securities licenses is an asset.You're able to travel. This role requires...AssetFull timeRemote workShift work2 days per week- ...EY is seeking a Tax Senior Analyst for the EDGE Wealth and Asset Management practice in New York. You will work with hedge funds, private equity, and mutual funds taxation, including structuring, tax planning, and advisory services. The role emphasizes client relations...Asset
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...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- ...established investment firm and RIA in New York City to hire a Director of FP&A. The role combines financial planning and analysis... ...for: ~8+ years of FP&A experience, ideally within asset management, wealth management, or an RIA ~ Deep experience with compensation...AssetFull time
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...trusted advisor to our clients. 2027 Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are located in New... .... The team’s success is measured not just by sales and asset growth, but also by the strength and depth of client relationships...AssetHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- ...JP Morgan Asset and Wealth Management offers tailored investment solutions to Institutional, Retail, and High Net Worth clients worldwide. With expertise across all major asset classes, we manage over half a trillion in client assets through our Private Market Alternatives...AssetWorldwide
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...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$130.6k - $343.6k
...0001-8604Salary: $130,600 - $343,600Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-11... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaImmediate startFlexible hours$20 per hour
...About Arca Arca is a wealth management firm built from the ground up with AI. Most people get... ...acquiring firms managing over $1B in client assets, which gave us real advisors, real... ...hours. The role As Arca's Head of Tax, you'll build our tax practice from zero...AssetWork at officeShift work1 day per week$103.6k - $235.3k
...0001-8604Salary: $103,600 - $235,300Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: 2026-11... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction....AssetSummer holidayLocal areaImmediate startRemote workFlexible hours- ...hands‑on experience alongside Aspiriant’s wealth management professionals, including Certified... ...financial goals, current financial data, tax rates, and inflation and investment assumptions... ..., insurance, investment vehicles, asset allocation, estate planning techniques,...AssetSummer workInternshipWork at officeLocal area
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$250k
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...Davies is a top-ranked accounting, tax, and advisory firm with... ...team members are our greatest asset, and we invest in their growth... ...for you!We are seeking a Tax Manager to join our growing Private Client... ...to income, estate, gift, and wealth transfer taxes.Serve as a primary...AssetFull timePrivate practiceLocal area3 days per week$150k - $175k
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...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...AssetFull timeContract workH1b
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