Wealth Tax Strategy Lead

PwC; Salt Lake City (UT); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Holiday pay

Vacation

Personal and family sick leave

Job summary

PwC is seeking an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations and optimize positions while ensuring compliance. You will lead tax compliance, planning, and advisory efforts, coaching a team, and delivering high-quality results for clients in a fast-paced environment.

You will own projects end-to-end, leverage digital tools, and foster integrity, collaboration, and innovation within the team, expanding skills beyond comfort zones while upholding

Qualifications

• Bachelor's degree in a relevant field.
• Minimum 4 years of tax experience.
• CPA, Bar, or other tax/finance credential.

Responsibilities

• Leading tax compliance workstreams and managing client expectations effectively.
• Guiding teams in the preparation and filing of tax returns.
• Analyzing financial data for tax compliance.
• Developing strategies to optimize clients' tax positions while minimizing risks.
• Building and maintaining client relationships with strategic tax planning.
• Overseeing drafting and submission of regulatory tax documents.
• Promoting use of digital tools in tax compliance processes.
• Coaching and mentoring team members to enhance skills.

Skills

Analytical thinking

Strategic questioning

Tax compliance

Tax preparation

AI fluency

Education

Bachelor's degree

Tools

AI tools

Job description

PwC is seeking an Asset & Wealth Management Tax Manager to guide clients through complex tax regulations and optimize positions while ensuring compliance. You will lead tax compliance, planning, and advisory efforts, coaching a team, and delivering high-quality results for clients in a fast-paced environment.

You will own projects end-to-end, leverage digital tools, and foster integrity, collaboration, and innovation within the team, expanding skills beyond comfort zones while upholding