Asset & Wealth Management Tax Senior Leader

PwC; Irvine (CA); On-site; USD 124,000 - 335,000; Full time

Job summary

PwC in Irvine, CA is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex regulations, optimize tax positions, and ensure compliance. You will lead advisory teams, review financial data, and file returns while mentoring junior staff.

This role emphasizes strategic communication, problem solving, and inclusive leadership to build strong client relationships. You will oversee tax planning, risk management, and delivery of high-quality services in a fast-paced

Qualifications

• Bachelor’s degree required.
• 6+ years of experience.
• CPA or Bar or other credentials may qualify.

Responsibilities

• Lead tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations.
• Review and analyze financial data to prepare and file accurate tax returns.
• Validate clients’ compliance with tax laws and minimize risks of non-compliance through planning.
• Craft clear messages that tell a holistic story to clients and stakeholders.
• Apply systems thinking to identify underlying problems in tax compliance processes.
• Direct teams through complex situations with strategic problem-solving.
• Initiate coaching conversations to develop high-performing, diverse teams.
• Build relationships with clients to provide strategic tax guidance.

Skills

Tax compliance

Auditing

Strategic questioning

Tax documents drafting

Financial analysis

Project management

Communication & influence

Learning agility

Education

Bachelor's degree

CPA / Bar credential

Job description

PwC in Irvine, CA is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex regulations, optimize tax positions, and ensure compliance. You will lead advisory teams, review financial data, and file returns while mentoring junior staff.

This role emphasizes strategic communication, problem solving, and inclusive leadership to build strong client relationships. You will oversee tax planning, risk management, and delivery of high-quality services in a fast-paced