Asset & Wealth Tax Strategy Senior Manager

PwC; Sacramento (CA); Presencial; USD 124.000 - 335.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Descripción de la vacante

PwC in the United States is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance across engagements.

You will lead tax compliance initiatives for asset & wealth management clients, review financial data, file accurate returns, and mentor diverse teams while delivering strategic tax advice that strengthens client relationships.

Formación

• Bachelor’s degree required.
• 6+ years of experience.
• CPA, Bar or other relevant credentials may qualify for this opportunity.

Responsabilidades

• Lead tax compliance initiatives for asset & wealth management clients, ensuring adherence to complex tax regulations.
• Review and analyze financial data to prepare and file accurate tax returns.
• Validate client compliance with tax laws and minimize non-compliance risks through strategic planning.
• Craft clear messages to tell a holistic tax story to clients and stakeholders.
• Apply systems thinking to identify underlying problems and opportunities in tax processes.
• Direct teams through complex situations with composure and problem-solving.
• Initiate coaching conversations to develop high-performing, diverse teams.
• Make informed decisions to resolve issues hindering team effectiveness.
• Model and reinforce PwC tax/audit guidance and independence requirements.
• Build and maintain client relationships to provide strategic tax guidance.

Conocimientos

Tax compliance

Auditing

Educación

Bachelor's degree

Descripción del empleo

PwC in the United States is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance across engagements.

You will lead tax compliance initiatives for asset & wealth management clients, review financial data, file accurate returns, and mentor diverse teams while delivering strategic tax advice that strengthens client relationships.