Asset & Wealth Management Tax Senior Manager

PwC; Boston (MA); On-site; USD 124,000 - 335,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

PwC in Boston is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance across federal, state, and international regimes. You will lead and coach teams, deliver strategic tax advice, and build strong client relationships while upholding PwC's standards for independence and quality in a fast-paced environment.

Your leadership will drive impactful tax strategies and foster collaboration with both

Qualifications

• Bachelor's degree required.
• Minimum 6 years of tax or related experience.
• Professional credentials (CPA, Bar, or equivalent) required.

Responsibilities

• Lead tax compliance initiatives for asset and wealth management clients.
• Review financial data to prepare and file tax returns.
• Validate client compliance and minimize non-compliance risks.
• Draft clear messages and provide strategic tax advice.
• Coach and develop diverse, high-performing teams.
• Ensure PwC tax and audit guidance and independence requirements.

Skills

Tax compliance

Auditing

Strategic questioning

Drafting tax documents

Analytical thinking

Project management

Communication

Learning agility

Education

Bachelor's degree

CPA/Bar credentials

Job description

The Opportunity

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

As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to accelerate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm.

In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships.

Responsibilities

• Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations
• Reviewing and analyzing financial data to prepare and file accurate tax returns
• Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning
• Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders
• Applying systems thinking to identify underlying problems and opportunities in tax compliance processes
• Directing teams through complex situations, demonstrating composure and strategic problem solving
• Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams
• Making informed decisions and taking action to resolve issues hindering team effectiveness
• Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements
• Building and maintaining relationships with clients to provide strategic tax advice and guidance

What You Must Have

• At least a Bachelor's degree
• At least 6 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

• Demonstrating advanced skills in tax compliance and auditing
• Utilizing strategic questioning to drive asset management solutions
• Excelling in drafting and preparing complex tax documents
• Leveraging analytical thinking for financial statement analysis
• Applying project management skills to regulatory compliance consulting
• Building relationships through effective communication and influence
• Adapting to change with intellectual curiosity and learning agility

The salary range for this position is: $124,000 - $335,000. 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 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.