Asset & Wealth Management Tax Manager jobs in United States
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PwC · 2 days ago

Asset & Wealth Management Tax Manager

positionAlbany, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$99K/yr - $266K/yr
date4+ years exp

PwC is a leading firm in tax services, focusing on providing guidance to clients on tax planning, compliance, and strategy. The Asset & Wealth Management Tax Manager role involves supervising and developing teams, managing client service accounts, and driving client engagement workstreams while leveraging technical knowledge and industry insights to address client needs.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
badNo H1Bnote

Responsibilities

Supervise and develop team members to achieve exceptional deliverables
Manage client service accounts and engagement workstreams
Independently solve and analyze complex problems
Utilize PwC's technical knowledge and industry insights to address client needs
Drive digitization, automation, and efficiency improvements
Coach teams to enhance their skills and performance
Oversee successful planning, budgeting, and execution of projects
Foster a culture of continuous improvement and innovation

Qualification

CPATax compliance knowledgeFinancial partnerships expertiseCRM systems familiarityAutomation knowledgeClient relationship managementLeadership skillsMentoring abilitiesProblem-solving skills

Required

Bachelor's Degree in Accounting
4 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred

Thorough knowledge of compliance and consulting for financial partnerships
Knowledge of structuring funds to limit tax liability
In-depth tax technical skills in partnership tax forms
Experience identifying and addressing client needs
Building, maintaining, and utilizing networks of client relationships
Success as tax technical business advisor
Familiarity with CRM systems
Knowledge of automation and digitization in professional services
Experience with alternative fee arrangements and pricing strategies

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave

Company

PwC

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At PwC, we help clients drive their companies to the leading edge.
dateFounded in 1998
location
London, England, GBR
people-size10001+ employees
web-link
http://pwc.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

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Havard Abrahamsen
CEO - Norway
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Alex Sladen
Director - Global Marketing, Media & Partnerships
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