Banking & Capital Markets Tax Leader

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

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

PwC in San Francisco seeks a Banking & Capital Markets Tax Manager to lead client service workstreams, review data, and guide complex tax compliance for banking and capital markets clients. You will coach teams, manage performance, and apply sound judgment across multiple engagements.

The role emphasizes coordinating tax compliance activities, improving processes, and delivering solutions aligned with PwC quality standards and values.

Qualifications

• Bachelor's degree required.
• At least 4 years of experience.
• One of the following credentials may qualify: Certified Public Accountant (CPA), Member of the Bar, or other tax, technology, or finance-specific credentials.

Responsibilities

• Managing banking and capital markets tax compliance workstreams for client engagements.
• Reviewing financial data, tax returns, and supporting schedules for accuracy and completeness.
• Analyzing tax positions, filing requirements, and regulatory obligations for banking institutions and capital markets clients.
• Coordinating the preparation of tax documents and regulatory submissions in line with client deadlines.
• Leading teams through tax research, issue resolution, and documentation of compliance findings.
• Coaching staff members on tax accounting, return preparation, and review procedures.
• Applying project management methods to balance timelines, budgets, and deliverables across multiple engagements.
• Identifying opportunities to refine tax processes, use digital tools, and strengthen delivery efficiency.
• Monitoring changes in tax laws and industry developments that affect financial services clients.
• Communicating findings and recommendations to client leadership and internal stakeholders.

Education

Bachelor's degree

Job description

PwC in San Francisco seeks a Banking & Capital Markets Tax Manager to lead client service workstreams, review data, and guide complex tax compliance for banking and capital markets clients. You will coach teams, manage performance, and apply sound judgment across multiple engagements.

The role emphasizes coordinating tax compliance activities, improving processes, and delivering solutions aligned with PwC quality standards and values.