Asset & Wealth Tax Strategy Lead

PwC South Africa; New York (NY); On-site; Confidential; Full time

Job summary

PwC in New York is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions. You will lead teams to deliver high-quality tax advice while minimizing risk and ensuring regulatory alignment across engagements.

In this role you will mentor professionals, develop client relationships, and apply systems thinking to deliver holistic tax strategies.

Qualifications

• Bachelor's degree required.
• 6 years of experience minimum.
• CPA, Bar, or other relevant credentials may qualify.

Responsibilities

• Lead tax compliance initiatives for clients in asset & wealth management.
• Review financial data to prepare and file tax returns.
• Validate compliance with tax laws and minimize non-compliance risks.
• Craft clear messages that tell a holistic tax story to clients.
• Apply systems thinking to identify underlying issues in compliance.
• Direct teams and coach them to solve complex problems.
• Build relationships and provide strategic tax guidance.

Skills

Tax compliance

Auditing

Complex tax documents

Analytical thinking

Education

Bachelor's degree

Job description

PwC in New York is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions. You will lead teams to deliver high-quality tax advice while minimizing risk and ensuring regulatory alignment across engagements.

In this role you will mentor professionals, develop client relationships, and apply systems thinking to deliver holistic tax strategies.