Banking & Capital Markets Tax Manager

PwC; Charlotte (NC); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

PwC is seeking a Banking & Capital Markets Tax Manager in Charlotte, NC to lead client service workstreams, review data and tax returns, and guide teams through complex tax rules. You will coordinate compliance activities, improve processes, and ensure deliverables meet PwC quality standards while balancing budgets and deadlines.

You will mentor staff, apply technology to tax delivery, and stay current with regulatory changes affecting financial services clients.

Qualifications

• Bachelor's degree is required.
• At least 4 years of experience.
• One of CPA, Bar or other tax/tech/finance credentials may qualify.

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

Skills

Banking & capital markets tax

Client service leadership

Mentoring teams

Tax technology usage

Project planning & budgeting

Tax research & issue resolution

Education

Bachelor's degree

Job description

The Opportunity

As a Banking & Capital Markets Tax Manager you will lead client service workstreams focused on tax compliance, review financial data, prepare tax returns, and guide banking and capital markets clients through complex tax rules and filing requirements within our Tax practice. As a Manager you will coach team members, manage performance, apply sound judgment to multiple deliverables, and use technology and business insight to develop practical solutions that support client expectations and team growth.

In this role at PwC, you will help coordinate tax compliance activities, identify process improvements, and contribute to work that supports the Banking and Capital Markets sector. You will also bring structure to competing priorities, communicate clearly with clients and internal teams, and support deliverables that align with PwC quality requirements, firm values, and a culture of accountability.

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

What You Must Have

• At least a Bachelor's degree
• At least 4 years of experience
• At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

• Banking and capital markets tax compliance experience
• Managing client service workstreams and deliverables
• Mentoring teams through tax research and preparation
• Utilizing technology and innovation in tax delivery
• Taking ownership of project planning and budgeting
• Navigating complex tax issues with professional skepticism

The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, and collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.