Strategic Asset & Wealth Tax Director

PwC; Hartford (CT); On-site; USD 150,000 - 438,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Holiday pay

Vacation

Sick leave

Job summary

PwC seeks an Asset & Wealth Management Tax Director to provide strategic tax planning and compliance guidance to clients, leading initiatives, mentoring teams, and driving business growth. You will validate client compliance, review data, and shape engagements while maintaining executive relations and PwC standards.

The role emphasizes leadership, collaboration across PwC networks, and leveraging technology to improve tax processes and client outcomes.

Qualifications

• Bachelor's degree required.
• 8+ years of experience or more.
• CPA, Bar, or other relevant credentials may qualify for this role.

Responsibilities

• Lead strategic tax planning and compliance initiatives for asset and wealth management clients.
• Oversee preparation and filing of complex tax returns in line with regulations.
• Analyze financial data to identify tax optimization opportunities and minimize risks.
• Develop innovative tax strategies to support growth and client satisfaction.
• Mentor junior team members in tax compliance and planning.
• Collaborate with cross-functional teams to deliver comprehensive tax solutions.
• Drive thought leadership by developing new ideas in tax compliance.

Skills

Strategic leadership

Client relations

Tax planning

Mentoring

Cross-functional

Education

Bachelor's degree

CPA or Bar membership

Job description

PwC seeks an Asset & Wealth Management Tax Director to provide strategic tax planning and compliance guidance to clients, leading initiatives, mentoring teams, and driving business growth. You will validate client compliance, review data, and shape engagements while maintaining executive relations and PwC standards.

The role emphasizes leadership, collaboration across PwC networks, and leveraging technology to improve tax processes and client outcomes.