Tax Strategy Lead for Asset & Wealth Mgmt

PwC; New York (NY); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Annual discretionary bonus

Benefits package

Job summary

PwC South Africa seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax workstreams, coach teams, and deliver high-quality outcomes while upholding professional standards.

The role emphasizes ownership of projects, budgeting, and execution, with opportunities to mentor staff, leverage digital tools, and maintain strong client relationships. Travel up to 20% may be required.

Qualifications

• At least a Bachelor's degree
• At least 4 years of experience
• CPA, Member of the Bar or other tax, technology, or finance-specific 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

Education

Bachelor's degree

Job description

PwC South Africa seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead tax workstreams, coach teams, and deliver high-quality outcomes while upholding professional standards.

The role emphasizes ownership of projects, budgeting, and execution, with opportunities to mentor staff, leverage digital tools, and maintain strong client relationships. Travel up to 20% may be required.