Asset & Wealth Management Tax Manager

PwC; Boston (MA); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid time off

Job summary

PwC is seeking an Asset & Wealth Management Tax Manager in the Boston area. You will lead tax compliance workstreams, guide teams in preparing and filing returns, and analyze financial data to optimize clients' tax positions while ensuring regulatory compliance.

You will mentor staff, address client needs, and promote digital tooling to drive efficient tax delivery. A strong focus on integrity and professional standards will guide daily work and client interactions.

Qualifications

• Bachelor's degree required in a relevant field.
• 4+ years of experience in tax or wealth management.
• CPA or Bar or other credentials may qualify for this opportunity.

Responsibilities

• Leading tax compliance workstreams and managing client expectations.
• Guiding teams in the preparation and filing of tax returns to meet regulatory requirements.
• Analyzing financial data to ensure tax compliance.
• Developing strategies to optimize clients' tax positions with minimized risk.
• Building client relationships to provide strategic tax planning advice.
• Overseeing drafting and submission of regulatory tax documents.
• Promoting use of digital tools in tax processes.
• Coaching and mentoring team members to enhance performance.
• Ensuring adherence to professional and technical standards.

Skills

Analytical thinking

Tax compliance

Client relationship management

Project management

Mentoring

Education

Bachelor's degree

CPA or Bar certification

Tools

Tax software

Job description

The Opportunity

As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.

As a Manager, you will enhance your leadership style by motivating, developing, and inspiring your team to deliver quality results. You will be responsible for coaching and leveraging team members' unique strengths to meet client expectations. You are expected to lead with integrity and authenticity, articulating our purpose and values meaningfully. Embracing technology and innovation, you will enhance your delivery and encourage others to do the same.

In this role, you will take ownership of projects, confirming their successful planning, budgeting, execution, and completion. You will address conflicts or issues, engage in difficult conversations with clients and team members, and uphold professional and technical standards. This opportunity allows you to develop skills outside your comfort zone and contribute to the success of our firm.

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

What You Must Have

• At least a Bachelor's degree
• At least 4 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

• Excelling in analytical thinking and strategic questioning
• Demonstrating proficiency in tax compliance and tax preparation
• Utilizing AI fluency and digital tooling for innovative solutions
• Managing complex projects with a focus on regulatory compliance
• Mentoring and developing team members to enhance performance
• Building strong client relationships through effective communication
• Embracing change and fostering a culture of inclusion and collaboration

The salary range for this position is: $99,000 - $266,000. 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.