PricewaterhouseCoopers

Asset & Wealth Management - Tax Senior Associate

PricewaterhouseCoopers

Baltimore, MD, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a highly skilled tax professional looking to take your career to the next level? Do you have a passion for asset and wealth management and a strong understanding of tax laws and regulations? PricewaterhouseCoopers is currently seeking a Tax Senior Associate to join our growing Asset & Wealth Management team. As a Tax Senior Associate, you will have the opportunity to work with top clients in the industry and provide them with strategic tax planning and compliance services. We are looking for individuals who are driven, detail-oriented, and have a strong background in tax. If you possess these qualifications and are eager to make a significant impact in the asset and wealth management space, we invite you to apply for this exciting opportunity.

  1. Conduct thorough research and analysis of tax laws and regulations related to asset and wealth management.
  2. Collaborate with clients to develop strategic tax planning strategies that align with their financial goals.
  3. Prepare and review complex tax returns for individuals and entities in the asset and wealth management industry.
  4. Advise clients on tax implications of various financial transactions and investments.
  5. Keep up-to-date with changes in tax laws and regulations to ensure compliance for clients.
  6. Communicate effectively with clients and colleagues to provide exceptional service and build strong relationships.
  7. Provide guidance and mentorship to junior team members.
  8. Utilize tax software and other tools to efficiently and accurately complete tax-related tasks.
  9. Identify potential tax savings opportunities for clients and make recommendations.
  10. Participate in business development activities to expand the firm's client base.
  11. Maintain organized and detailed records of all tax-related activities.
  12. Attend training and professional development opportunities to enhance knowledge and skills.
  13. Adhere to professional and ethical standards in all aspects of work.
  14. Collaborate with other teams and departments within the firm to provide comprehensive services to clients.
  15. Proactively identify and resolve any issues or discrepancies related to tax matters.
Where is this job?
This job is located at Baltimore, MD, USA
Job Qualifications
  • Cpa Or Equivalent Certification

  • Bachelor's Or Master's Degree In Accounting, Finance, Or Related Field

  • Strong Knowledge Of Tax Laws And Regulations At The Federal, State, And Local Levels

  • 3-5 Years Of Experience In Tax Compliance And Planning For High Net Worth Individuals And/Or Investment Funds

  • Excellent Communication And Interpersonal Skills, With The Ability To Effectively Manage Client Relationships And Work Within A Team Environment.

Required Skills
  • Financial Analysis

  • Portfolio Management

  • Risk assessment

  • Asset management

  • Client communication

  • Wealth planning

  • Estate Planning

  • Tax Planning

  • Tax Reporting

  • Tax Compliance

  • Investment Strategies

  • Tax Regulations

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Asset & Wealth Management - Tax Senior Associate in Baltimore, MD, USA is $70,000 - $110,000 per year. This range can vary depending on factors such as experience, education, and the specific company hiring. It is always best to research and negotiate salary during the job application process.

Additional Information
PricewaterhouseCoopers is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 19th, 2024
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
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About PricewaterhouseCoopers

PricewaterhouseCoopers is a multinational professional services network with headquarters in London, United Kingdom. PwC ranks as the second largest professional services firm in the world and is one of the Big Four auditors, along with Deloitte, EY and KPMG.

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