Asset & Wealth Management Tax Director

PwC; New York (NY); On-site; USD 150,000 - 438,000; Full time

Job summary

PwC seeks an Asset & Wealth Management Tax Director to guide clients through tax planning, compliance, and strategy, shaping engagements and mentoring teams. You will lead strategic tax initiatives, manage executive-level client relations, and drive business development while upholding PwC standards.

Travel up to 20% and oversee multiple projects, ensuring high-quality service and risk management in a dynamic tax practice.

Qualifications

• Bachelor's degree required.
• 8+ years of experience required.
• CPA or Bar or other credentials may qualify for this opportunity.

Responsibilities

• Leading strategic tax planning and compliance initiatives for asset & wealth management clients.
• Overseeing preparation and filing of tax returns with regulatory adherence.
• Mentoring and guiding team members in delivering exceptional tax services.
• Collaborating with executive-level clients to understand needs and provide tailored tax solutions.
• Driving thought leadership and implementing innovative tax strategies to support growth.

Skills

Tax planning

Leadership

Client relations

Mentoring

Education

Bachelor's degree

CPA or Bar credentials

Job description

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary The Opportunity 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.

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

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

• 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

Travel Requirements

Up to 20%

Job Posting End Date

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 anequal 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. To view other PwC job opportunities, visit pwc.com/careers.

Are you ready to make a difference? Want to unlock new value by applying your unique perspective and talents? You can grow exponentially at PwC. Here, you can uncover hidden talents, build lifelong relationships rooted in trust and empathy and turn challenges into opportunities for innovation. We’ll help you grow your skills through challenging, meaningful work so you can go further.