Senior Manager, Asset & Wealth Tax Strategy

PwC; Palo Alto (CA); On-site; USD 124,000 - 335,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holiday and vacation

Sick leave

Job summary

PwC in Palo Alto is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will lead tax compliance initiatives, review financial data, and provide strategic tax guidance to clients and stakeholders.

You will coach diverse teams, communicate clearly, and exercise judgment to drive project success and strong client relationships.

Qualifications

• Bachelor's degree required.
• At least 6 years of experience in tax or related field.
• CPA, Bar membership or other credentials may qualify for this opportunity.

Responsibilities

• Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations
• Reviewing and analyzing financial data to prepare and file accurate tax returns
• Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning
• Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders
• Applying systems thinking to identify underlying problems and opportunities in tax compliance processes
• Directing teams through complex situations, demonstrating composure and strategic problem solving
• Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams
• Making informed decisions and taking action to resolve issues hindering team effectiveness
• Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements
• Building and maintaining relationships with clients to provide strategic tax advice and guidance

Skills

Tax compliance

Auditing

Strategic advising

Leadership

Client relationship management

Education

Bachelor's degree

CPA or Bar or other credentials

Job description

PwC in Palo Alto is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will lead tax compliance initiatives, review financial data, and provide strategic tax guidance to clients and stakeholders.

You will coach diverse teams, communicate clearly, and exercise judgment to drive project success and strong client relationships.