Asset & Wealth Management Tax Leader

PwC; Miami (FL); On-site; USD 124,000 - 335,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid holidays

Vacation

Sick leave

Job summary

PwC is seeking a Tax Senior Manager in Asset & Wealth Management to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will validate client data, review returns, and lead teams to deliver high-quality results with strategic advisory insights across wealth management clients.

You will mentor and coach teams, drive collaborative problem solving, and maintain strong client relationships while adhering to PwC independence standards and industry

Qualifications

• Bachelor's degree required.
• 6+ years of experience in tax or related fields.
• CPA or Bar or equivalent credentials may qualify for this opportunity.

Responsibilities

• Lead tax compliance initiatives for asset and wealth management clients.
• Review financial data to prepare and file tax returns accurately.
• Minimize non-compliance risks through strategic tax planning.
• Craft clear messages and tell a holistic client story.
• Apply systems thinking to identify problems and opportunities.
• Direct teams, maintain composure, and solve complex issues.
• Coach diverse, high-performing teams and foster inclusion.
• Make informed decisions to remove blockers to team effectiveness.
• Model PwC tax/audit guidance and independence requirements.
• Build relationships to provide strategic tax guidance.

Skills

Tax compliance

Auditing

Strategic questioning

Tax document drafting

Financial analysis

Project management

Relationship building

Communication

Learning agility

Education

Bachelor's degree

CPA

Bar admission

Job description

PwC is seeking a Tax Senior Manager in Asset & Wealth Management to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will validate client data, review returns, and lead teams to deliver high-quality results with strategic advisory insights across wealth management clients.

You will mentor and coach teams, drive collaborative problem solving, and maintain strong client relationships while adhering to PwC independence standards and industry