Wealth & Asset Tax Strategy Director

PwC; Houston (TX); On-site; USD 150,000 - 438,000; Full time

Job summary

PwC in Houston seeks an Asset & Wealth Management Tax Director to steer strategic tax planning and compliance for prestigious clients, aligning tax positions with business goals. You will lead multi-project engagements, mentor junior staff, and build executive-level relationships while driving growth and embracing technology to improve tax processes.

This role emphasizes thought leadership, collaboration across PwC networks, and maintaining the firm's reputation through high-quality client

Qualifications

• Bachelor's degree in a relevant field.
• 8+ years of experience in tax, preferably in asset & wealth management.
• CPA, Bar or other tax/finance credentials qualify for this opportunity.

Responsibilities

• Lead strategic tax planning and compliance initiatives for asset and wealth management clients.
• Oversee the preparation and filing of complex tax returns, confirming adherence to regulatory requirements.
• Analyze financial data to identify tax optimization opportunities and minimize compliance risks.
• Develop and implement innovative tax strategies to support business growth and client satisfaction.
• Mentor and guide junior team members in tax compliance and strategic planning.
• Collaborate with cross-functional teams to deliver comprehensive tax solutions and insights.
• Drive thought leadership by developing new ideas and solutions in the tax compliance space.
• Cultivate and maintain executive-level client relationships to enhance service delivery.
• Promote technological advances to streamline tax processes and improve efficiency.
• Identify market gaps and convert opportunities into successful outcomes for the firm.

Skills

Experience 8+ yrs

CPA/Bar credentials

Tax leadership

Education

Bachelor's degree

Job description

PwC in Houston seeks an Asset & Wealth Management Tax Director to steer strategic tax planning and compliance for prestigious clients, aligning tax positions with business goals. You will lead multi-project engagements, mentor junior staff, and build executive-level relationships while driving growth and embracing technology to improve tax processes.

This role emphasizes thought leadership, collaboration across PwC networks, and maintaining the firm's reputation through high-quality client