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PwC US Tax LLP
Asset & Wealth Management Tax Senior Manager
Career Insights for Investment Fund Manager
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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.
$190,716 / year median in New York
+12% projected growth
Job Description
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations. As a Senior Manager, you will leverage your skills and professional network to deliver quality results. You will motivate and coach teams to solve complex problems, applying sound judgment to recognize when to take action and when to escalate. Your ability to develop and sustain diverse and inclusive teams contributes to the success of our firm. In this role, you will craft and convey clear, impactful messages that tell a holistic story, apply systems thinking to identify underlying problems, and validate outcomes with clients. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Your commitment to excellence and strategic advising will drive project success and enhance client relationships. Responsibilities
- Leading tax compliance initiatives for asset and wealth management clients, confirming adherence to complex tax regulations
- Reviewing and analyzing financial data to prepare and file accurate tax returns
- Validating clients' compliance with tax laws and minimizing risks of non-compliance through strategic tax planning
- Crafting and conveying clear, impactful messages that tell a holistic story to clients and stakeholders
- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes
- Directing teams through complex situations, demonstrating composure and strategic problem-solving
- Initiating open and honest coaching conversations to develop high-performing, diverse, and inclusive teams
- Making informed decisions and taking action to resolve issues hindering team effectiveness
- Modeling and reinforcing professional and technical standards, including PwC tax and audit guidance and independence requirements
- Building and maintaining relationships with clients to provide strategic tax advice and guidance 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 auditing
- Utilizing strategic questioning to drive asset management solutions
- Excelling in drafting and preparing complex tax documents
- Leveraging analytical thinking for financial statement analysis
- Applying project management skills to regulatory compliance consulting
- Building relationships through effective communication and influence
- Adapting to change with intellectual curiosity and learning agility Travel Requirements Up to 20% Job Posting End Date The salary range for this position is: $124,000
- $335,000.
Benefits
- Sick Leave
- 401(k) Plans
- Health Insurance
- Dental Insurance