Senior Manager, Asset & Wealth Tax Strategy

PwC; Houston (TX); On-site; USD 124,000 - 335,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid holidays and vacation

Personal and family leave

Job summary

PwC is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize their tax positions while ensuring compliance. You will review financial data, file returns, and advise on strategic tax planning.

You will lead and coach multi-disciplinary teams, foster inclusive environments, and communicate impactful tax stories to clients and stakeholders. A strong client network and excellent judgment are essential.

Qualifications

• Bachelor's degree required and relevant professional credentials preferred.
• 6+ years of experience in asset & wealth management tax or a related field.
• CPA, Bar, or other tax/finance credentials may qualify for this opportunity.

Responsibilities

• Lead tax compliance initiatives for asset & wealth management clients.
• Review financial data to prepare and file accurate tax returns.
• Validate clients' tax compliance and mitigate non-compliance risks.
• Craft clear messaging to clients and stakeholders on tax positions.
• Apply systems thinking to identify underlying tax process improvements.
• Direct teams and coach for high performance and diversity.

Skills

Tax compliance

Auditing

Analytical thinking

Project management

Communication & influence

Education

Bachelor's degree

CPA / Bar or other credentials

Job description

PwC is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize their tax positions while ensuring compliance. You will review financial data, file returns, and advise on strategic tax planning.

You will lead and coach multi-disciplinary teams, foster inclusive environments, and communicate impactful tax stories to clients and stakeholders. A strong client network and excellent judgment are essential.