Asset & Wealth Tax Manager – Strategy & Compliance Leader

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

Job summary

PwC's Asset & Wealth Management Tax practice is seeking a Tax Manager to guide clients through complex regulations, optimize tax positions, and ensure compliance. You will lead tax compliance workstreams, review financial data, and file tax returns while managing client expectations.

As a Manager, you will coach teams, drive risk-aware strategies, and promote digital tooling to improve delivery. This role offers ownership of projects from planning to completion, opportunities for professional

Qualifications

• Bachelor's degree required.
• At least 4 years of experience.
• CPA, Bar or other credentials may qualify.

Responsibilities

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

Skills

4+ years experience

Leadership

Client relationships

Regulatory knowledge

Education

Bachelor's degree

CPA/Bar or credentials

Tools

AI tooling

Job description

PwC's Asset & Wealth Management Tax practice is seeking a Tax Manager to guide clients through complex regulations, optimize tax positions, and ensure compliance. You will lead tax compliance workstreams, review financial data, and file tax returns while managing client expectations.

As a Manager, you will coach teams, drive risk-aware strategies, and promote digital tooling to improve delivery. This role offers ownership of projects from planning to completion, opportunities for professional