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PricewaterhouseCoopers
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
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Scorecard
Based on Massachusetts data
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What they do
An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
$178,783 / year median in Massachusetts
+9% projected growth
Job Description
The Opportunity As an Asset & Wealth Management Regulated Investment Company (RIC)
- Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
- Leading tax compliance projects for asset and wealth management clients, focusing on regulated investment companies
- Analyzing financial data to prepare and file accurate tax returns, minimizing risks of non-compliance
- Providing strategic tax planning and guidance to optimize clients' tax positions within the financial services industry
- Reviewing and validating clients' adherence to tax laws and regulations, offering solutions to complex tax issues
- Coaching and mentoring teams to enhance their skills in tax compliance and regulatory consulting
- Building and maintaining strong client relationships to understand and address their tax compliance needs
- Utilizing analytical thinking to monitor and analyze financial trends impacting tax strategies
- Drafting and reviewing tax documents to support corporate tax planning and compliance efforts
- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes
- Initiating open and honest coaching conversations to foster a collaborative and inclusive team environment What You Must Have
- At least a Bachelor's degree
- At least 6 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart
- Demonstrating advanced skills in tax compliance and planning
- Utilizing analytical thinking for complex financial statement analysis
- Excelling in regulatory compliance consulting within asset management
- Leading strategic questioning to drive innovative tax solutions
- Developing and coaching high-performing, diverse teams
- Applying systems thinking to identify financial opportunities
- Crafting impactful messages that convey holistic financial stories The salary range for this position is: $124,000
- $335,000.