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Asset & Wealth Management Tax Manager
Asset & Wealth Management Tax ManagerPwC • San Jose, CA, United States
Asset & Wealth Management Tax Manager

Asset & Wealth Management Tax Manager

PwC • San Jose, CA, United States
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Specialty / Competency : Industry Tax Practice

Industry / Sector : Asset and Wealth Management

Time Type : Full time

Travel Requirements : Up to 40%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to :

Analyse and identify the linkages and interactions between the component parts of an entire system.

Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

Develop skills outside your comfort zone, and encourage others to do the same.

Effectively mentor others.

Use the review of work as an opportunity to deepen the expertise of team members.

Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

Supervise and develop team members to achieve exceptional deliverables

Manage client service accounts and engagement workstreams

Independently solve and analyze complex problems

Utilize PwC's technical knowledge and industry insights to address client needs

Drive digitization, automation, and efficiency improvements

Coach teams to enhance their skills and performance

Oversee successful planning, budgeting, and execution of projects

Foster a culture of continuous improvement and innovation

What You Must Have

Bachelor's Degree in Accounting

4 years of experience

CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

Thorough knowledge of compliance and consulting for financial partnerships

Knowledge of structuring funds to limit tax liability

In-depth tax technical skills in partnership tax forms

Experience identifying and addressing client needs

Building, maintaining, and utilizing networks of client relationships

Success as tax technical business advisor

Familiarity with CRM systems

Knowledge of automation and digitization in professional services

Experience with alternative fee arrangements and pricing strategies

Learn more about how we work :

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy :

As PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.?

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines :

The salary range for this position is : $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link :

#LI-Hybrid

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Asset Wealth Management Tax Manager • San Jose, CA, United States

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