Wealth & Asset Tax Strategy Director

PwC; Palo Alto (CA); On-site; USD 150,000 - 438,000; Full time

Benefits offered by this job

Medical benefits

401k

Discretionary bonus

Job summary

PwC in Palo Alto seeks an Asset & Wealth Management Tax Director to lead strategic tax planning and compliance for marquee clients, shaping engagements and guiding teams to optimize tax positions.

You will mentor junior staff, drive business development, cultivate executive-level client relationships, and promote technological advances in tax services while upholding PwC's standards and reputation.

Qualifications

• Bachelor's degree required.
• 8+ years of experience in asset and wealth management tax.
• CPA, Bar membership or equivalent 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, ensuring regulatory adherence.
• Mentoring junior team members in tax compliance and planning.
• Driving business development and maintaining executive-level client relationships.
• Promoting technological advances to streamline tax processes.

Skills

Strategic tax planning

Leadership

Executive client relations

Business development

Mentoring

Team collaboration

Education

Bachelor's degree

Job description

PwC in Palo Alto seeks an Asset & Wealth Management Tax Director to lead strategic tax planning and compliance for marquee clients, shaping engagements and guiding teams to optimize tax positions.

You will mentor junior staff, drive business development, cultivate executive-level client relationships, and promote technological advances in tax services while upholding PwC's standards and reputation.