Wealth Management Tax Strategy Manager

PwC; Dallas (TX); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Job summary

PwC in the United States seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions.

You will lead tax compliance workstreams, coach teams, and develop innovative digital approaches while maintaining professional standards and strong client relationships. A discretionary bonus and comprehensive benefits are offered.

Qualifications

• Bachelor's degree required.
• At least 4 years of relevant experience.
• CPA or Bar or equivalent credentials preferred.

Responsibilities

• Lead tax compliance workstreams and manage client expectations.
• Guide teams in preparing and filing tax returns to meet regulatory requirements.
• Analyze financial data to ensure tax compliance.
• Develop strategies to optimize tax positions and minimize risk.
• Build and maintain client relationships for strategic tax planning.
• Oversee drafting and submission of regulatory tax documents.
• Promote digital tools and innovative practices in tax processes.
• Monitor financial trends to identify tax savings opportunities.
• Coach and mentor team members to improve skills.
• Ensure adherence to professional and technical standards.

Skills

Analytical thinking

Team leadership

Client relationship management

Communication

Tax expertise

Education

Bachelor's degree

Certified Public Accountant (CPA)

Attorney bar membership

Tools

AI tooling

Job description

PwC in the United States seeks an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions.

You will lead tax compliance workstreams, coach teams, and develop innovative digital approaches while maintaining professional standards and strong client relationships. A discretionary bonus and comprehensive benefits are offered.