Asset & Wealth Tax Director: Strategy, Growth & Compliance

PwC; Charlotte (NC); On-site; USD 150,000 - 438,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

PwC in Charlotte, NC is seeking an Asset & Wealth Management Tax Director to provide strategic tax planning and compliance guidance for sophisticated clients. You will set the direction, lead engagements, mentor junior staff, and nurture executive-level client relationships.

This role emphasizes growth, innovation, and collaboration across PwC Network, promoting technology-driven tax solutions, processing complex returns, and ensuring adherence to regulatory requirements while delivering

Qualifications

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

Responsibilities

• Leading strategic tax planning and compliance initiatives for asset and wealth management clients
• Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements
• Analyzing financial data to identify tax optimization opportunities and minimize compliance risks
• Developing and implementing innovative tax strategies to support business growth and client satisfaction
• Mentoring and guiding junior team members in tax compliance and strategic planning
• Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights
• Driving thought leadership by developing new ideas and solutions in the tax compliance space
• Cultivating and maintaining executive-level client relationships to enhance service delivery
• Promoting technological advancements to streamline tax processes and improve efficiency
• Identifying market gaps and converting opportunities into successful outcomes for the firm

Skills

Strategic tax planning

Executive client relations

Mentoring junior staff

Business development

Thought leadership

Education

Bachelor's degree

Job description

PwC in Charlotte, NC is seeking an Asset & Wealth Management Tax Director to provide strategic tax planning and compliance guidance for sophisticated clients. You will set the direction, lead engagements, mentor junior staff, and nurture executive-level client relationships.

This role emphasizes growth, innovation, and collaboration across PwC Network, promoting technology-driven tax solutions, processing complex returns, and ensuring adherence to regulatory requirements while delivering