Wealth Tax Strategy Director

PwC; Baltimore (MD); On-site; USD 150,000 - 438,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Holiday pay

Vacation

Personal and family sick leave

Job summary

PwC is seeking an Asset & Wealth Management Tax Director in the United States to guide clients through tax planning, compliance, and strategy, helping them navigate complex regulations and optimize their tax positions. You will lead the strategic direction, oversee multiple projects, and mentor teams while maintaining executive-level client relations.

You will develop new ideas, promote technology-driven tax processes, and translate vision into concrete tax strategies that support growth and

Qualifications

• Bachelor's degree required.
• 8+ years of experience required.
• CPA, Bar or other tax/finance credentials may qualify.

Responsibilities

• Leading strategic tax planning and compliance initiatives for asset and wealth management clients.
• Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements.
• Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks.
• Developing and implementing innovative tax strategies to support business growth and client satisfaction.
• Mentoring and guiding team members in delivering exceptional tax services and fostering professional development.
• Collaborating with executive-level clients to understand their needs and provide tailored tax solutions.
• Driving thought leadership by developing new ideas and solutions within the tax compliance domain.
• Promoting technological advancements to enhance tax processes and improve efficiency.
• Identifying market gaps and converting them into successful opportunities for the firm.
• Upholding professional and technical standards, including adherence to the firm's code of conduct and independence requirements.

Skills

Strategic leadership

Executive relations

Tax strategy

Mentoring

Market gap analysis

Education

Bachelor's degree

Job description

PwC is seeking an Asset & Wealth Management Tax Director in the United States to guide clients through tax planning, compliance, and strategy, helping them navigate complex regulations and optimize their tax positions. You will lead the strategic direction, oversee multiple projects, and mentor teams while maintaining executive-level client relations.

You will develop new ideas, promote technology-driven tax processes, and translate vision into concrete tax strategies that support growth and