Overview In this role, you guide strategic tax planning and compliance for asset and wealth management clients, helping them optimize tax positions while meeting regulatory obligations. You will set direction, lead business development, and manage multiple engagements with executive-level clients. The position emphasizes growth, mentorship, and collaboration across the PwC network, driving innovation in tax services and technology-enabled processes. You'll balance client satisfaction with risk management and uphold PwC's professional standards.
Compensation / Benefits- medical
- dental
- vision
- 401k
- holiday pay
- vacation
Responsibilities- Lead strategic tax planning and compliance initiatives for AWM clients
- Oversee preparation and filing of complex tax returns ensuring regulatory adherence
- Analyze financial data to identify tax optimization opportunities and reduce compliance risk
- Develop and implement innovative tax strategies to drive client growth and satisfaction
- Mentor junior team members in tax compliance and planning
- Collaborate with cross-functional teams to deliver comprehensive tax solutions
- Drive thought leadership by introducing new ideas in tax compliance
- Maintain executive-level client relationships to enhance service delivery
- Promote technological advancements to streamline tax processes
- Identify market gaps and convert opportunities into firm successes
Key requirements- Bachelor
- 8+ years of experience
- CPA, Bar, or other relevant credentials (tax, technology, or finance)"unknown"
- leadership
- mentoring
- stakeholder management
- tax planning
- tax compliance
- financial data analysis
