Asset & Wealth Management Tax Director

PricewaterhouseCoopers•Stamford, NY

2d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

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