Senior Tax Associate - Asset & Wealth Management
PwC
PwC is seeking an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management. You will manage workstreams, analyze complex issues, and guide junior team members while maintaining professional standards. The role emphasizes reviewing data, preparing tax returns, and advising on complex tax rules within our Tax practice. Up-to-date CPA eligibility is preferred for eligibility to sit for the CPA exam. #J-18808-Ljbffr PwC
- ...member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth... ...-range financial projections, income tax projections and various evaluations.... ...benefits, insurance, investment vehicles, asset allocation, estate planning...SeniorAssetWork at office
$124k - $335k
The Opportunity As 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...SeniorAssetH1b$79k - $153k
.... As a key member of the Wealth Management team, this role partners closely... ...and investment inquiries, asset allocation, retirement and income... ...estate considerations, and tax-advantaged investment... ...Fidelity from hiring and/or associating with individuals with certain...SeniorAssetFull time- In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation... ..., employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, and executive...SeniorAssetWork at office
$77k - $214k
The Opportunity As an Indirect Tax Operations - Senior Associate, you will assist clients in developing tax... ...client connections and learning how to manage and inspire others. You will navigate... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b$260k - $420k
...****@*****.***: McKenzie’s Tax Practice is a leader within our Firm and... ..., transfer pricing, indirect taxes and wealth management tax advice and planning.Baker McKenzie seeks a Mid to Senior-Level Tax Associate for its Tax Planning and Transactions...SeniorPart timeWork at officeLocal areaWorldwide- PwC in Palo Alto is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will lead tax compliance initiatives, review financial data, and provide strategic tax...SeniorAsset
- PwC seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax workstreams, coach teams, and drive innovative digital tax solutions while upholding professional standards...Asset
- Senior Accountant | Expense Management & Financial Reporting (EMFR) The Senior Accountant of... ...of financial advisory, tax, and reporting insight to... ...entrepreneurial and tech savvy wealth owners, helping them... ...cross-selling and for client asset protection issues. Performing...SeniorAssetFull timeWork at officeRemote work
$129k - $152k
...for all. An estimated $124 trillion of assets will be inherited by younger... ...two decades. The largest transfer of wealth in human history. If you’re ready to be... ...cultural and financial shift, keep reading.Senior Product Manager, Capital MarketsJoin us in building the...SeniorAssetWork at officeShift work3 days per week$247k - $290k
...An estimated $124 trillion of assets will be inherited by younger... ...decades. The largest transfer of wealth in human history. If you’re... ...finance for all. As a Senior Staff Software Security Engineer... ...Security, Cryptography, Access Management Platform (IAM), AI Security,...SeniorAssetWork at officeFlexible hoursShift work$99k - $266k
The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance, and strategy within our Tax practice. You will help businesses navigate intricate tax regulations and optimize their...AssetH1b- Morgan Stanley seeks a Senior ClientRelationship Analyst to deliver exemplary client service while supporting the Polk Wealth Management team in California. You will build trusted client relationships, helping with everyday needs and maintaining a client-first mindset....Senior
$130k - $152k
...An estimated $124 trillion of assets will be inherited by younger... ...decades. The largest transfer of wealth in human history. If you’re... .... Robinhood is seeking a Senior Software Engineer to join the... ...SSO, audit logging, secrets management, CI/CD, infrastructure as code...SeniorAssetWork at officeFlexible hoursShift work3 days per week- CyberCoders seeks a client-focused Wealth Advisor to deliver comprehensive financial planning and investment management for high-net-worth clients. Build long-term relationships... ...portfolio construction with retirement, tax, estate, and legacy planning. Key responsibilities...Senior
$99k - $266k
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...AssetH1b$129k - $152k
...all. An estimated $124 trillion of assets will be inherited by younger generations... ...decades. The largest transfer of wealth in human history. If you’re ready... ...environments. We're looking for a Senior Physical Security Operations Manager to drive global security programming...SeniorAssetWork at officeFlexible hoursShift work$80k - $94k
...estimated $124 trillion of assets will be inherited by younger... ...decades. The largest transfer of wealth in human history. If you’re... ...to grow, innovate, and manage cash. As the Senior Treasury Analyst, you will lead... ..., Engineering, Legal, and Tax to drive critical initiatives...SeniorAssetWork at officeFlexible hoursShift work3 days per week$129k - $152k
...estimated $124 trillion of assets will be inherited by... ...largest transfer of wealth in human history. If you... ...Procurement and Vendor Management Office (VMO) is Robinhood... ...its resources!As a Senior Sourcing Manager, you'll... ...influence Commercial Legal, Tax, Finance, and Risk...SeniorAssetContract workWork at officeFlexible hoursShift work3 days per week$148k - $162.71k
...RemoteWealthfront is seeking an experienced Senior Marketing Manager to elevate our paid... ...savings into long-term wealth, including:• A Cash Account... ...designed to unlock tax savings through sophisticated... ...Corporation oversees Total Client Assets and Trusted Clients through...SeniorAssetFull timeContract workRemote work- Aspiriant seeks a Manager - Wealth Management to build and maintain relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments and foundations. You will deliver tailored wealth plans, coordinate with external...Senior
$72k - $184.44k
...Digital Assurance & Transparency - IT Audit Senior Associate, you will focus on providing assurance... ...assessing governance and risk management processes and related controls. You will... ...customer information, handling proprietary assets, or collaborating closely with team members...SeniorAssetFull timeH1b- ...Technology team as an Executive Director and Senior Principal Engineer for Applied AI/ML.... ...team of engineers, but this is not a people management role.As an Executive Director-Applied AI/... ..., financial transaction processing and asset management. We offer a competitive total...SeniorAsset
- Wealth Advisor Position Overview We are seeking a client-focused Wealth... ...planning and investment management for high-net-worth and growing... ...broader planning for retirement, tax, estate, and legacy objectives... ...grow client relationships and assets under management....AssetWork at office
$85.1k - $130k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...consider joining Baker Tilly (BT) as a Tax Senior Associate in Private Wealth, working with our NorCal teams! This... ...skills in the areas of time management, communication, interpersonal skills...SeniorFull timeLocal areaWorldwide- Aspiriant is seeking a Manager - Wealth Management to cultivate and deepen relationships with ultra-high-net-worth clients, family offices, and... ...plans, investment reviews, and scenarios, coordinating with tax and legal advisors to align planning strategies for evolving client...Senior
- LegalZoom is seeking a Senior Manager, Partner Marketing to own the strategy and execution for turning our partner network into a scalable... ...partners. You will develop frameworks, campaigns, and enablement assets that make LegalZoom the partner of choice, measuring ROI and...SeniorAsset
- ...Specialist, Deepak at (***) ***-**** Title: Senior Revenue Accountant Duration: 4... ...forecasting and accounts receivable management Assist in the preparation of quarterly... ...About us: DivIHN , the 'IT Asset Performance Services' organization, provides...SeniorAssetContract workTemporary work
- Colliers International in San Jose, CA, is seeking a Senior Property Manager to oversee all aspects of managing retail CRE on behalf of our client... ...mentor staff, and implement strategies to add value for the asset and portfolio. This onsite role requires California...SeniorAsset
- ...Private Client in Palo Alto seeks a Vice President Relationship Manager to grow a high-net-worth client book through deep discovery,... ...closely to craft bespoke plans, and expand banking, lending, and wealth management partnerships. You will deliver the full JPMorgan Private...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Associate - Asset & Wealth Management. Be the first to apply!
- tax preparers Palo Alto, CA
- tax advisor Palo Alto, CA
- tax accountant Palo Alto, CA
- tax specialist Palo Alto, CA
- tax examiner Palo Alto, CA
- tax associate Palo Alto, CA
- tax consultant Palo Alto, CA
- senior business development Palo Alto, CA
- senior devops engineer remote Palo Alto, CA
- senior information technology project manager Palo Alto, CA



