Strategic Tax Manager, Asset & Wealth

PwC; Irvine (CA); On-site; USD 120,000 - 265,000; Full time

Job summary

PwC in Irvine seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax compliance workstreams, coach teams, and drive innovative digital practices across the tax function.

You will own projects from planning to completion, address conflicts, and uphold professional standards while developing client relationships and delivering strategic tax planning insights.

Qualifications

• Bachelor's degree required.
• At least 4 years of experience.
• CPA, Bar, or other tax/finance credentials may qualify for this opportunity.

Responsibilities

• Leading tax compliance workstreams and managing client expectations effectively.
• Guiding teams in the preparation and filing of tax returns to meet regulatory requirements.
• Utilizing analytical thinking to review and analyze financial data for tax compliance.
• Developing and implementing strategies to optimize clients' tax positions while minimizing risks.
• Building and maintaining relationships with clients to provide strategic tax planning advice.
• Overseeing the drafting and submission of regulatory tax documents.
• Promoting the use of innovative digital tools and practices in tax compliance processes.
• Monitoring and analyzing financial trends to identify opportunities for tax savings.
• Coaching and mentoring team members to enhance their skills and performance.
• Validating adherence to professional and technical standards in all tax-related activities.

Skills

Analytical thinking

Strategic questioning

Client relationship management

Leadership

Communication

Education

Bachelor's degree

Tools

AI fluency

Digital tooling

Job description

PwC in Irvine seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax compliance workstreams, coach teams, and drive innovative digital practices across the tax function.

You will own projects from planning to completion, address conflicts, and uphold professional standards while developing client relationships and delivering strategic tax planning insights.