PWC

Asset & Wealth Management Tax Manager

PWC$99K — $266K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Minimum 4 years of relevant experience
  • CPA, Member of the Bar, or relevant tax credentials preferred
  • Strong analytical thinking skills
  • Proficiency in tax compliance and preparation

Responsibilities

  • Lead tax compliance projects and manage client expectations
  • Guide teams in tax return preparation according to regulations
  • Analyze financial data to ensure tax compliance
  • Develop strategies to optimize clients' tax positions
  • Build relationships to offer strategic tax planning
  • Oversee preparation and submission of tax documents
  • Promote innovative digital tools in tax compliance
  • Monitor financial trends to uncover tax savings opportunities
  • Coach team members to enhance skills and performance
  • Ensure adherence to professional and technical tax standards

Benefits

  • Medical, dental, and vision coverage
  • 401k retirement plan
  • Paid holidays and vacation
  • Personal and family sick leave
  • Eligibility for annual discretionary bonus
Full Job Description
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

What You Must Have

- At least a Bachelor's degree
- 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

What Sets You Apart

- Excelling in analytical thinking and strategic questioning
- 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

Travel Requirements
Up to 20%

Job Posting End Date

The salary range for this position is: $99,000 - $266,000. 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: https://pwc.to/benefits-at-a-glance

About PWC

PwC is a multinational professional services network of firms headquartered in London, United Kingdom, operating as partnerships under the PwC brand. PwC ranks as the second-largest professional services network in the world and is considered one of the Big Four accounting firms, along with Deloitte, EY and KPMG. PwC firms operate in 157 countries, 742 locations, with 276,000 people. As of 2020, 26% of the workforce worked in the Americas, 26% in Asia, 32% in Western Europe, 5% in Middle East and Africa and 11% in Central and Eastern Europe and Central Asia.
Learn more about PWC
Size
284,000 employees
Industry
Founded
1998

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