Overview In this role you guide asset and wealth management clients through complex tax rules, ensuring compliance and optimizing tax positions. You'll review financial data, prepare and file returns, and provide strategic tax advice while coaching cross-functional teams. You'll communicate clear, holistic messages to clients and stakeholders and apply systems thinking to uncover underlying tax issues. This position combines technical excellence with leadership to drive client value and uphold PwC standards.
Compensation / Benefits- annual discretionary bonus
- medical
- dental
- vision
- 401k
- holiday pay
Responsibilities- Lead tax compliance initiatives for asset and wealth management clients, ensuring adherence to complex regulations
- Review and analyze financial data to prepare and file accurate tax returns
- Validate client compliance with tax laws and minimize non-compliance risk through strategic planning
- Craft and convey clear, impactful messages to clients and stakeholders
- Apply systems thinking to identify underlying tax issues and opportunities
- Direct teams through complex situations, demonstrating composure and strategic problem-solving
- Initiate coaching conversations to develop high-performing, diverse, and inclusive teams
- Make informed decisions to resolve issues hindering team effectiveness
- Model and reinforce professional and technical standards, including PwC guidance and independence requirements
- Build and maintain client relationships to provide strategic tax advice and guidance
Key requirements- Bachelor's degree or higher
- At least 6 years of experience
- CPA, Bar admission, or other tax/finance credentials may qualify for this opportunity
- Leadership and team development
- Effective communication and influence
- Problem-solving and strategic thinking
- Tax compliance and planning
- Financial data analysis
- Drafting and preparation of complex tax documents
