Senior Tax Director, Asset & Wealth Management

PwC; Miami (FL); On-site; USD 150,000 - 438,000; Full time

Benefits offered by this job

Medical benefits

401k

Paid time off

Job summary

PwC is seeking a high-level Asset & Wealth Management Tax Director to provide strategic tax planning and compliance guidance to clients. You will set direction, lead business development, mentor teams, and manage executive-level client relationships while aligning with PwC standards and leveraging the PwC network.

The role emphasizes delivering innovative tax strategies, overseeing complex returns, and fostering growth within the asset and wealth management practice.

Qualifications

• Bachelor's degree required.
• 8+ years of experience in asset & wealth management tax.
• CPA, Bar membership or other relevant credentials may qualify.

Responsibilities

• Lead strategic tax planning and compliance initiatives for clients.
• Oversee preparation and filing of complex tax returns.
• Analyze financial data to identify tax optimization opportunities.
• Develop and implement innovative tax strategies to drive growth.
• Mentor junior team members in tax planning and compliance.
• Collaborate with cross-functional teams to deliver tax solutions.
• Foster executive-level client relationships and satisfaction.
• Promote technological advances to streamline tax processes.

Skills

Strategic tax planning

Team leadership

Business development

Client relations

Mentoring

Education

Bachelor's degree

Job description

PwC is seeking a high-level Asset & Wealth Management Tax Director to provide strategic tax planning and compliance guidance to clients. You will set direction, lead business development, mentor teams, and manage executive-level client relationships while aligning with PwC standards and leveraging the PwC network.

The role emphasizes delivering innovative tax strategies, overseeing complex returns, and fostering growth within the asset and wealth management practice.