Asset & Wealth Management Tax Leader

PwC; San Francisco (CA); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Annual discretionary bonus

Job summary

PwC in San Francisco seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead teams, coach staff, and drive innovative tax solutions while upholding high professional standards.

The role emphasizes ownership of projects from planning to completion, conflict resolution, and strategic client engagement. A strong leadership ethos and ability to work with cross-functional teams are essential.

Qualifications

• Bachelor's degree required.
• 4+ years of experience required.
• CPA, Bar or other tax/finance credentials may qualify.

Responsibilities

• Leading tax compliance workstreams and managing client expectations effectively
• Guiding teams in the preparation and filing of tax returns to meet regulatory requirements
• Utilizing analytical thinking to review and analyze financial data for tax compliance
• Developing and implementing strategies to optimize clients' tax positions while minimizing risks
• Building and maintaining relationships with clients to provide strategic tax planning advice
• Overseeing the drafting and submission of regulatory tax documents
• Promoting the use of innovative digital tools and practices in tax compliance processes
• Monitoring and analyzing financial trends to identify opportunities for tax savings
• Coaching and mentoring team members to enhance their skills and performance
• Validating adherence to professional and technical standards in all tax-related activities

Education

Bachelor's degree

4+ years of experience

CPA / Bar or equivalent credentials

Job description

PwC in San Francisco seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead teams, coach staff, and drive innovative tax solutions while upholding high professional standards.

The role emphasizes ownership of projects from planning to completion, conflict resolution, and strategic client engagement. A strong leadership ethos and ability to work with cross-functional teams are essential.