Senior Tax Leader for Asset & Wealth Management

PwC; San Francisco (CA); On-site; USD 124,000 - 335,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Sick leave

Parental leave

Job summary

PwC in San Francisco, CA, seeks an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead teams, mentor staff, and deliver strategic tax advice while upholding PwC standards.

The role emphasizes effective communication, systems thinking, and excellence in client service, with a strong focus on collaboration across tax and audit practices.

Qualifications

• Bachelor's degree required.
• At least 6 years of experience.
• Certified Public Accountant, Member of the Bar or other tax/finance credentials may qualify.

Responsibilities

• Lead tax compliance initiatives for asset and wealth management clients, ensuring adherence to complex tax regulations.
• Review and analyze financial data to prepare and file accurate tax returns.
• Validate clients' compliance with tax laws and minimize non-compliance risks through strategic tax planning.
• Craft and convey clear, impactful messages to clients and stakeholders.
• Apply systems thinking to identify underlying problems in tax compliance processes.
• Direct teams through complex situations with composure and strategic problem solving.
• Initiate coaching conversations to develop high-performing, diverse teams.
• Make informed decisions to resolve issues hindering team effectiveness.
• Model and reinforce PwC tax and audit guidance and independence requirements.
• Build and maintain relationships with clients to provide strategic tax advice.

Skills

Tax compliance

Auditing

Analytical thinking

Client relationship building

Leadership

Education

Bachelor's degree

CPA or Bar or other credentials

Job description

PwC in San Francisco, CA, seeks an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead teams, mentor staff, and deliver strategic tax advice while upholding PwC standards.

The role emphasizes effective communication, systems thinking, and excellence in client service, with a strong focus on collaboration across tax and audit practices.