Leads strategic tax planning and compliance for asset and wealth management clients. Oversees complex tax returns, analyzes financial data, develops optimization strategies, manages executive client relationships, drives business development, mentors tax professionals, promotes technology adoption, and provides thought leadership while ensuring regulatory compliance and minimizing risk.
The Opportunity
As 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 firm
What 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 opportunity
What 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 challenges
The 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: https://pwc.to/benefits-at-a-glance
As 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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For 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.
As 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 firm
What 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 opportunity
What 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 challenges
The 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: https://pwc.to/benefits-at-a-glance
As 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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For 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.
PwC New York, New York, USA Office
300 Madison Ave, New York, NY, United States, 10017
PwC Florham Park, New Jersey, USA Office
400 Campus Drive, Florham Park, NJ, United States, 7932
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