Asset & Wealth Management Tax Senior Manager

PricewaterhouseCoopers•Irvine, NY

2d•Hybrid

About The Position

The Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations. As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm. In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.

Requirements

At least a Bachelor's degree
At least 6 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 advanced skills in tax compliance and auditing
Utilizing strategic questioning to drive asset management solutions
Excelling in drafting and preparing complex tax documents
Leveraging analytical thinking for financial statement analysis
Applying project management skills to regulatory compliance consulting
Building relationships through effective communication and influence
Adapting to change with intellectual curiosity and learning agility

Responsibilities

Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations
Reviewing and analyzing financial data to prepare and file accurate tax returns
Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning
Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders
Applying systems thinking to identify underlying problems and opportunities in tax compliance processes
Directing teams through complex situations, demonstrating composure and strategic problem-solving
Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams
Making informed decisions and taking action to resolve issues hindering team effectiveness
Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements
Building and maintaining relationships with clients to provide strategic tax advice and guidance