Asset & Wealth Tax Strategy Manager

PwC; Miami (FL); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Annual discretionary bonus

Comprehensive benefits package

Job summary

PwC is seeking an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, ensuring compliance while optimizing tax positions. You will lead teams, coach members, and leverage digital tools to deliver innovative tax solutions.

The role involves ownership of projects, budgeting, and strategic client engagement, with opportunities for advancement within the Tax Practice.

Qualifications

• Bachelor's degree required.
• 4+ years of experience required.
• CPA, Bar or other credential may qualify for this opportunity.

Responsibilities

• Lead tax compliance workflows and manage client expectations.
• Oversee preparation and filing of tax returns to meet regulations.
• Analyze financial data for tax compliance.
• Develop strategies to optimize tax positions while minimizing risk.
• Build and maintain client relationships for strategic planning.

Skills

Analytical thinking

Tax compliance

Tax preparation

AI fluency

Digital tooling

Mentoring

Client relationships

Regulatory compliance

Project leadership

Education

Bachelor's degree

CPA/Bar or equivalent credentials

Job description

PwC is seeking an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, ensuring compliance while optimizing tax positions. You will lead teams, coach members, and leverage digital tools to deliver innovative tax solutions.

The role involves ownership of projects, budgeting, and strategic client engagement, with opportunities for advancement within the Tax Practice.