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About the Role

As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. You will set the strategic direction, lead business development, oversee multiple projects, and maintain executive-level client relations. Your role is crucial in driving business growth, shaping client engagements, and mentoring future leaders, while upholding PwC's reputation for quality, integrity, inclusion, and a commercial mindset. You will also develop new ideas, solutions, and structures, driving thought leadership and promoting technological advances to create an environment where people and technology thrive together.

Responsibilities

Leading strategic tax planning and compliance initiatives for asset and wealth management clients
Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements
Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks
Developing and implementing innovative tax strategies to support business growth and client satisfaction
Mentoring and guiding team members in delivering exceptional tax services and fostering professional development
Collaborating with executive-level clients to understand their needs and provide tailored tax solutions
Driving thought leadership by developing new ideas and solutions within the tax compliance domain
Promoting technological advancements to enhance tax processes and improve efficiency
Identifying market gaps and converting them into successful opportunities for the firm
Upholding professional and technical standards, including adherence to the firm's code of conduct and independence requirements

Requirements

At least a Bachelor's degree
At least 8 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

Skills

Strategic leadership in asset and wealth management tax
Cultivating executive-level client relations and driving business growth
Translating vision into actionable strategies and inspiring teams
Promoting technological advances for enhanced client satisfaction
Developing innovative tax solutions and structures
Mentoring future leaders in tax compliance and consulting
Identifying market gaps and converting opportunities into success

Work Type

Up to 20% travel

Experience Level

Director

Education Level

Bachelor's degree

Salary/Compensations

$150,000 - $438,000

Benefits

All hired individuals are eligible for an annual discretionary bonus
Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave

About the Company

Learn more about how we work: https://pwc.to/how-we-work

Equal Opportunity

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.
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: https://pwc.to/H-1B-Lottery-Policy.
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.