Asset & Wealth Management Tax Leader

PwC; Philadelphia (Philadelphia County); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off (holiday, vacation, sick

Wellness programs

Job summary

PwC seeks an Asset & Wealth Management Tax Manager to lead tax compliance, optimize client tax positions, and ensure regulatory adherence. You will guide teams in preparing tax returns, analyze financial data, and drive innovative digital tax practices while maintaining strong client relationships.

Responsibilities include ownership of planning and budgeting, mentoring staff, and upholding professional standards.

Qualifications

• Bachelor's degree required.
• Minimum of 4 years of experience in tax or related field.
• CPA, Bar, or equivalent credential may qualify for this opportunity.

Responsibilities

• Lead tax compliance workstreams and manage client expectations.
• Guide the preparation and filing of tax returns to meet regulatory requirements.
• Analyze financial data to ensure tax compliance and optimize tax positions.
• Develop strategies to minimize risk and maximize tax savings for clients.
• Build and maintain strong client relationships and provide strategic tax planning advice.
• Oversee drafting and submission of regulatory tax documents.
• Promote adoption of digital tools and innovative practices in tax processes.
• Coach and mentor team members to improve performance.

Skills

Analytical thinking

Strategic questioning

Tax compliance

Tax return preparation

AI fluency & digital tooling

Mentoring

Client relationship-building

Change & inclusion

Education

Bachelor's degree

4+ years experience

Job description

PwC seeks an Asset & Wealth Management Tax Manager to lead tax compliance, optimize client tax positions, and ensure regulatory adherence. You will guide teams in preparing tax returns, analyze financial data, and drive innovative digital tax practices while maintaining strong client relationships.

Responsibilities include ownership of planning and budgeting, mentoring staff, and upholding professional standards.