Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management - Tax Senior Associate

$77k - $214k

PricewaterhouseCoopers

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Tax Senior Associate in Irvine, CA vacancy
  • $77k - $214k

     ...At PwC, our people in tax services focus on providing advice...  ...connections, and learning how to manage and inspire others....  ...creative tax solutions. As a Senior Associate you will analyze complex problems...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    H1b

    PwC

    Irvine, CA
    3 days ago
  • $85k - $105k

     ...Empirical Wealth Management is a rapidly growing financial services firms, currently...  ...financial lives and managing assets for hundreds of individuals and...  ...ethic into those around them. Senior TaxAssociate We are seeking a Senior Tax Associate to join our tax practice. This... 
    Senior
    Asset

    Empirical Wealth Management

    Irvine, CA
    3 days ago
  • $77k - $214k

     ...Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Senior Associate Job Description & Summary A career in our State and...  ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate... 
    Senior
    Asset
    H1b
    Local area

    PwC

    Irvine, CA
    1 day ago
  • $100k - $150k

    Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships... 
    Senior

    Cerity Partners LLC

    Irvine, CA
    5 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Irvine, CA
    1 day ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    5 days ago
  •  ...banking and fostering a culture where associates thrive. We are dedicated to...  ...FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in...  .... About the Role: A Senior Wealth Advisor is an experienced financial... 
    Senior
    Asset
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Irvine, CA
    3 days ago
  • $90k - $105k

     ...financial planning, investment management, business management, tax, estate, insurance, and...  ...with up to $70 billion in assets. The Barron's top RIA...  ...are looking for a Sr. Tax Associate I to join our Tax Team. The...  ...work in conjunction with our wealth advisors to provide tax... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Work from home
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    a month ago
  • Wealth Operations Senior Manager BMO Financial Group Newport Beach, CA Provides support and service for the Investment Operations function of BMO...  ...decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies... 
    Senior
    Asset
    Contract work
    Part time
    Local area
    Shift work

    BMO Financial Group

    Newport Beach, CA
    27 days ago
  •  ...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... 
    Senior
    Asset
    Work at office

    ASPIRIANT LLC

    Irvine, CA
    24 days ago
  •  ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with$49.1 billion as...  ...opportunities for our associates to learn, grow and...  ...careers. The Senior Financial Planner works...  ...advisors on clients with assets under management of...  ...plans, including tax planning,retirement... 
    Senior
    Asset
    Temporary work
    Work at office
    Local area
    Flexible hours

    EP Wealth Advisors

    Irvine, CA
    15 hours ago
  • $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... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Irvine, CA
    4 days ago
  • $150k - $200k

     ...to the systems in which that wealth accumulates. The people...  ...poverty who hold the lowest asset ownership, the weakest representation...  ...futures. The Role As Senior Project Manager, Global Dividend Fund , you...  ...jurisdictions, including US tax-exempt organization counsel... 
    Senior
    Asset
    Full time
    Contract work
    Immediate start
    Remote work

    GrabJobs

    Irvine, CA
    2 days ago
  • $77k - $214k

     ...advisory needs such as audit, tax compliance, and planning to...  ...focus on key issues like wealth management, compliance, cash flow management...  ...now and in the future.As a Senior Associate, you'll work as part of a...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Irvine, CA
    5 days ago
  •  ...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... 
    Senior
    Asset

    Beacon Pointe Advisors

    Newport Beach, CA
    3 days ago
  • $100k - $150k

     ...Wealth Management Accountant Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is...  ...Responsibilities Preparation and review of personal and fiduciary income tax returns including multi-state filings Preparation and... 
    Senior
    Local area
    Flexible hours

    Cerity Partners

    Irvine, CA
    2 days ago
  • $124k - $335k

     ...Industry/Sector Not Applicable Specialism State & Local Tax (SALT) Management Level Senior Manager Job Description & Summary The Opportunity As a State...  ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate... 
    Senior
    Asset
    H1b
    Local area

    PwC

    Irvine, CA
    1 day ago
  • $168.4k - $384.6k

     ...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help...  ...leader, you will partner with senior stakeholders across technology and business...  ...of services in assurance, consulting, tax, strategy and transactions. Fueled by... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Irvine, CA
    2 days ago
  •  ...highly skilled and motivated CPA / Senior Accountant to the Finance and...  ...the CFO as necessary in managing organizational cash flow forecasting...  ...the performance of invested assets in keeping with policies and...  ...Y. Prepare and file complex tax returns for the corporation, while... 
    Senior
    Asset
    Local area

    Global Agricultural Pesticide Manufacturer

    Irvine, CA
    23 days ago
  • $800 per month

     ...Senior Manager, Dealer Credit Examiner (2600007V) Job Summary We’re seeking a senior credit...  ...Vehicle purchase and lease discounts – $350 (Associate/Sr. Associate), $800 (Director), $900 (...  ...risk grading, watchlist/criticized asset decisions Provide independent financial... 
    Senior
    Asset
    Work at office
    Immediate start

    Hyundai Capital Services

    Irvine, CA
    15 hours ago
  • Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with... 
    Senior
    Full time

    Mission Wealth Management Lp

    Newport Beach, CA
    6 days ago
  • $159.41k - $363.98k

     ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that...  ...we stand for as a firm. KPMG is currently seeking a Senior Manager to join our International Tax practice. Responsibilities... 
    Senior
    Asset
    Local area

    KPMG

    Irvine, CA
    5 days ago
  • $118k - $196.7k

     ...What you will do: As the Senior Manager, Environmental Health and Safety you will be responsible for managing the reliable delivery of Stryker...  ..., and the protection of employees, facilities and company assets. Partner with site leadership, Human Resources, Facilities and... 
    Senior
    Asset
    For contractors
    Work experience placement
    Local area

    Stryker Group LLC

    Irvine, CA
    5 days ago
  • $75k - $115k

     ...connectivity and technology to drive the largest asset class in the world. Join us as we work...  ...industry. Job Description: As a Senior Corporate Tax Accountant you will be primarily...  ...skills and sound judgment Strong time management, organization abilities and attention... 
    Senior
    Asset
    Interim role
    Work at office
    Local area
    Flexible hours

    Cotality NZ

    Irvine, CA
    3 days ago
  • $107.9k - $145k

     ...scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision...  ...better serve the property industry. Job Description: As a Senior Technical Product Manager at Cotality Inc., you will be the strategic engine behind... 
    Senior
    Asset
    Local area
    Flexible hours

    Cotality NZ

    Irvine, CA
    5 days ago
  •  ...the Greater Knoxville Area and beyond with accounting, tax consulting, and wealth management services. At NBZ we strive to be long-term strategic partners...  ...financial planners. We are looking for a full-time Senior Accountant to join our team.   EDUCATION & EXPERIENCE... 
    Senior
    Full time
    Work experience placement
    Summer work
    Local area
    Remote work
    Work from home

    GrabJobs

    Garden Grove, CA
    2 days ago
  • $85k - $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...  ...methodology here.   Job Summary: The Wealth Advisor focuses on deepening... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Irvine, CA
    16 days ago
  • BKM Management Company in Newport Beach, CA is seeking an Associate, Property Accounting to own the ledgers and provide timely financial reporting for a portfolio of...  ...properties. This in-office role collaborates with Asset and Property Management, Fund Accounting,... 
    Senior
    Asset
    Work at office

    BKM Capital Partners

    Newport Beach, CA
    4 days ago
  • $225k - $300k

     ...The SVP, HR at RGP is a senior leader tied to the most important asset to our company - our people. This pivotal role must be prepared to design, implement...  ...scalable HR technology, drive organizational change management, foster an amazing people-first, high performing... 
    Senior
    Asset
    Local area

    RGP

    Irvine, CA
    5 days ago
  • $184.3k - $260.2k

     ...and excellent communication skills, all while working in close collaboration with colleagues across leasing, asset management, finance, operations, development, tax, financing, and accounting.  Key Responsibilities: Lead and develop a best-in-class Investment... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office
    Local area

    Irvine Company

    Irvine, CA
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management - Tax Senior Associate. Be the first to apply!