Asset & Wealth Tax Manager — Lead Compliance & Strategy

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Sick leave

Job summary

PwC is seeking an Asset & Wealth Management Tax Manager in the United States. The role focuses on guiding clients through complex tax regulations, validating compliance, and optimizing tax positions while maintaining strong client relationships.

You will lead tax compliance workstreams, coach teams, and use digital tools to enhance delivery, with a focus on quality and integrity within PwC's standards.

Qualifications

• Bachelor's degree required.
• At least 4 years of experience.
• One of the following credentials may qualify: CPA, Bar member, or other tax/tech/finance credentials.

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

Job description

PwC is seeking an Asset & Wealth Management Tax Manager in the United States. The role focuses on guiding clients through complex tax regulations, validating compliance, and optimizing tax positions while maintaining strong client relationships.

You will lead tax compliance workstreams, coach teams, and use digital tools to enhance delivery, with a focus on quality and integrity within PwC's standards.