Lead Tax Manager - Asset & Wealth Management

PwC; Palo Alto (CA); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Holiday pay

Vacation

Sick leave

Job summary

PwC seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax workstreams, coach teams, and drive innovative digital tax solutions while upholding professional standards.

The role emphasizes client relationships, strategic planning, and collaboration across tax functions to deliver quality results and minimize non-compliance risks.

Qualifications

• At least a Bachelor's degree.
• At least 4 years of experience.
• CPA, Bar, or other tax/finance credentials may qualify for this opportunity.

Responsibilities

• Leading tax compliance workstreams and managing client expectations effectively.
• Guiding teams in the preparation and filing of tax returns to meet regulatory requirements.
• Utilizing analytical thinking to review and analyze financial data for tax compliance.
• Developing strategies to optimize clients' tax positions while minimizing risks.
• Building and maintaining relationships with clients to provide strategic tax planning advice.
• Overseeing drafting and submission of regulatory tax documents.
• Promoting the use of innovative digital tools and practices in tax compliance processes.
• Monitoring and analyzing financial trends to identify opportunities for tax savings.
• Coaching and mentoring team members to enhance their skills and performance.
• Validating adherence to professional and technical standards in all tax-related activities.

Skills

Analytical thinking

Strategic questioning

Tax compliance

Tax preparation

AI fluency

Digital tooling

Mentoring

Client relationships

Communication

Leadership

Education

Bachelor's degree

CPA or Bar credential

Tools

AI tools

Job description

PwC seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax workstreams, coach teams, and drive innovative digital tax solutions while upholding professional standards.

The role emphasizes client relationships, strategic planning, and collaboration across tax functions to deliver quality results and minimize non-compliance risks.