Asset & Wealth Management Tax Director

PricewaterhouseCoopers•Stamford, NY

1d•Remote

About The Position

As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' adherence to tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, 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. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success. In this role, you will develop new ideas, solutions, and structures, driving thought leadership and promoting technological advances. You will create an environment where people and technology thrive together, identifying gaps in the market and converting opportunities to success for the firm.

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

Demonstrating strategic leadership in asset and wealth management tax
Cultivating executive-level client relations and driving business growth
Translating vision into actionable strategies and inspiring teams
Promoting technological advances for enhanced client satisfaction
Developing innovative tax solutions and structures
Mentoring future leaders in tax compliance and consulting
Identifying market gaps and converting opportunities into success

Responsibilities

Leading strategic tax planning and compliance initiatives for asset and wealth management clients
Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements
Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks
Developing and implementing innovative tax strategies to support business growth and client satisfaction
Mentoring and guiding team members in delivering exceptional tax services and fostering professional development
Collaborating with executive-level clients to understand their needs and provide tailored tax solutions
Driving thought leadership by developing new ideas and solutions within the tax compliance domain
Promoting technological advancements to enhance tax processes and improve efficiency
Identifying market gaps and converting them into successful opportunities for the firm
Upholding professional and technical standards, including adherence to the firm's code of conduct and independence requirements