Strategic Asset & Wealth Tax Director

PwC; Philadelphia (Philadelphia County); On-site; USD 150,000 - 438,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

PwC is seeking an Asset & Wealth Management Tax Director to deliver strategic tax planning and compliance guidance for clients, setting direction and leading business development. You will supervise complex tax work, validate regulatory adherence, and mentor the next generation of leaders.

You will build executive-level client relationships, drive growth, and promote innovative tax strategies while overseeing multiple engagements within the Tax practice.

Qualifications

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

Responsibilities

• Leading strategic tax planning and compliance initiatives for asset and wealth management clients
• Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements
• Analyzing financial data to identify tax optimization opportunities and minimize compliance risks
• Developing and implementing innovative tax strategies to support business growth and client satisfaction
• Mentoring and guiding junior team members in tax compliance and strategic planning
• Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights
• Driving thought leadership by developing new ideas and solutions in the tax compliance space
• Cultivating and maintaining executive-level client relationships to enhance service delivery
• Promoting technological advancements to streamline tax processes and improve efficiency

Skills

Strategic tax planning

Tax compliance

Client relations

Mentoring

Business development

Regulatory analysis

Leadership

Tax technology

Cross-functional collaboration

Education

Bachelor's degree

Job description

PwC is seeking an Asset & Wealth Management Tax Director to deliver strategic tax planning and compliance guidance for clients, setting direction and leading business development. You will supervise complex tax work, validate regulatory adherence, and mentor the next generation of leaders.

You will build executive-level client relationships, drive growth, and promote innovative tax strategies while overseeing multiple engagements within the Tax practice.