... to optimize their financial outcomes - Managing the preparation and review of complex tax returns and related documents - Navigating cross-border tax issues and providing strategic solutions to ...
... to optimize their financial outcomes - Managing the preparation and review of complex tax returns and related documents - Navigating cross-border tax issues and providing strategic solutions to ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge ...
Financial Services Tax - Real Estate Director
Portland, OR · On-site
$150K - $438K/yr
Responsibilities - Advising clients on local and international tax affairs to optimize business impact - Managing tax compliance and structuring for financial services clients in asset and wealth ...
Financial Services Tax - Real Estate Director
Portland, OR · On-site
$150K - $438K/yr
Responsibilities - Advising clients on local and international tax affairs to optimize business impact - Managing tax compliance and structuring for financial services clients in asset and wealth ...
Financial Services Tax - Real Estate Senior Manager
Portland, OR · On-site
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... optimize business outcomes - Managing cross-border tax engagements and navigating complex ...
Financial Services Tax - Real Estate Senior Manager
Portland, OR · On-site
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... optimize business outcomes - Managing cross-border tax engagements and navigating complex ...
AI & Automation Engineer
Portland, OR · On-site
... design, build, and optimize AI assistants and automated workflows that enhance employee ... in Operations, Finance, Wealth Management, and more. • Commitment to maintain client ...
AI & Automation Engineer
Portland, OR · On-site
... design, build, and optimize AI assistants and automated workflows that enhance employee ... in Operations, Finance, Wealth Management, and more. • Commitment to maintain client ...
$160K/yr
Our client, a rapidly growing wealth management and financial services firm, is seeking a Data ... Build and optimize ETL/ELT processes that ensure reliable, efficient, and timely delivery of ...
$160K/yr
Our client, a rapidly growing wealth management and financial services firm, is seeking a Data ... Build and optimize ETL/ELT processes that ensure reliable, efficient, and timely delivery of ...
Associate Director, Research Analyst
OR · On-site +1
$129K - $150K/yr
... asset management, wealth management, and fintech, giving us many ways to help investors make ... Utilizing Python and statistical modeling to test and optimize client accounts and build regression ...
Associate Director, Research Analyst
OR · On-site +1
$129K - $150K/yr
... asset management, wealth management, and fintech, giving us many ways to help investors make ... Utilizing Python and statistical modeling to test and optimize client accounts and build regression ...
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
OR · On-site +1
$52K/yr
Help clients position and optimize their current investments to support longterm financial goals ... Understanding and managing business expenses and operations This position offers a flexible work ...
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
OR · On-site +1
$52K/yr
Help clients position and optimize their current investments to support longterm financial goals ... Understanding and managing business expenses and operations This position offers a flexible work ...
Sr Trust Portfolio Manager
Portland, OR · On-site
$120K - $215K/yr
Design and manage highly customized portfolios tailored to complex client needs, including multi-generational wealth planning. * Integrate traditional and alternative investments to optimize risk ...
Sr Trust Portfolio Manager
Portland, OR · On-site
$120K - $215K/yr
Design and manage highly customized portfolios tailored to complex client needs, including multi-generational wealth planning. * Integrate traditional and alternative investments to optimize risk ...
Sr Trust Portfolio Manager
Portland, OR · On-site
$120K - $215K/yr
Design and manage highly customized portfolios tailored to complex client needs, including multi-generational wealth planning. * Integrate traditional and alternative investments to optimize risk ...
Sr Trust Portfolio Manager
Portland, OR · On-site
$120K - $215K/yr
Design and manage highly customized portfolios tailored to complex client needs, including multi-generational wealth planning. * Integrate traditional and alternative investments to optimize risk ...
Together, we will reduce global wealth inequality while ensuring vital small businesses--and the ... Managing HR and Personnel Matters: Handle HR responsibilities, including staff disputes, employee ...
Quick apply
Together, we will reduce global wealth inequality while ensuring vital small businesses--and the ... Managing HR and Personnel Matters: Handle HR responsibilities, including staff disputes, employee ...
Together, we will reduce global wealth inequality while ensuring vital small businesses-and the ... Managing HR and Personnel Matters: Handle HR responsibilities, including staff disputes, employee ...
Together, we will reduce global wealth inequality while ensuring vital small businesses-and the ... Managing HR and Personnel Matters: Handle HR responsibilities, including staff disputes, employee ...
Social Media and Influencer Strategist
OR · On-site +1
$125K/yr
... management. This role sits on the brand team alongside content production, which is owned by Pacaso ... Conduct ongoing social listening and trend tracking across the luxury, design, travel, wealth, and ...
Social Media and Influencer Strategist
OR · On-site +1
$125K/yr
... management. This role sits on the brand team alongside content production, which is owned by Pacaso ... Conduct ongoing social listening and trend tracking across the luxury, design, travel, wealth, and ...
Together, we will reduce global wealth inequality while ensuring vital small businesses-and the ... Managing HR and Personnel Matters: Handle HR responsibilities, including staff disputes, employee ...
Together, we will reduce global wealth inequality while ensuring vital small businesses-and the ... Managing HR and Personnel Matters: Handle HR responsibilities, including staff disputes, employee ...
... actions to optimize operations while minimizing risk; to include assisting the BU in the ... Leads a change management process to build organizational understanding of proposed changes ...
Quick apply
... actions to optimize operations while minimizing risk; to include assisting the BU in the ... Leads a change management process to build organizational understanding of proposed changes ...
Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize ... Bank partners. 4. Provides day-to-day management of team members and makes decisions regarding ...
Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize ... Bank partners. 4. Provides day-to-day management of team members and makes decisions regarding ...
Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize ... Bank partners. 4. Provides day-to-day management of team members and makes decisions regarding ...
Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize ... Bank partners. 4. Provides day-to-day management of team members and makes decisions regarding ...
Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize ... Bank partners. 4. Provides day-to-day management of team members and makes decisions regarding ...
Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize ... Bank partners. 4. Provides day-to-day management of team members and makes decisions regarding ...
We offer 25+ health, growth, and wealth work perks to help teammates be the best version of ... Collaborate with provider practices to develop and optimize workflows that align with operational ...
We offer 25+ health, growth, and wealth work perks to help teammates be the best version of ... Collaborate with provider practices to develop and optimize workflows that align with operational ...
We offer 25+ health, growth, and wealth work perks to help teammates be the best version of ... Collaborate with provider practices to develop and optimize workflows that align with operational ...
We offer 25+ health, growth, and wealth work perks to help teammates be the best version of ... Collaborate with provider practices to develop and optimize workflows that align with operational ...
Optimize Wealth Management information
What is the difference between Optimize Wealth Management vs Financial Advisor?
| Aspect | Optimize Wealth Management | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, Series 7, Series 66 certifications common |
| Work Environment | Private firms, wealth management firms, banks | Independent or firm-based, financial planning firms |
| Industry Usage | Used in wealth management and investment firms | Common across financial planning and investment sectors |
Optimize Wealth Management and Financial Advisor roles share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Optimize Wealth Management often emphasizes comprehensive wealth strategies, including estate and tax planning, while Financial Advisors may focus more on investment products and portfolio management. Both roles serve clients seeking financial growth and security, but their scope and specialization can differ based on firm services and client needs.
What are popular job titles related to Optimize Wealth Management jobs in Oregon?
For Optimize Wealth Management jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Optimize Wealth Management jobs in Oregon look for?
The top searched job categories for Optimize Wealth Management jobs in Oregon are:
What cities in Oregon are hiring for Optimize Wealth Management jobs?
Cities in Oregon with the most Optimize Wealth Management job openings:

$124K - $335K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 20 days ago
PwC rating
8.3
Based on 77 frontline employees who took The Breakroom Quiz
26th of 72 rated business consultants
Job description
Industry/Sector
Asset and Wealth ManagementSpecialism
Industry Tax PracticeManagement Level
Senior ManagerJob Description & Summary
The OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients. Your insights will help organizations understand pricing implications and tax impacts of deals, fostering informed decision-making.
As a Senior Manager, you will leverage your skills to lead large projects, innovate processes, and maintain operational excellence. You will engage with clients at a strategic level, driving project success and contributing to the firm's business strategies. Your role involves motivating and coaching teams to solve complex problems, applying sound judgment, and developing high-performing, diverse, and inclusive teams. In this role at PwC, you will validate outcomes with clients, share alternative perspectives, and act on feedback, confirming that our services align with client needs and expectations.
Responsibilities
- Leading tax compliance and consulting projects for asset and wealth management clients in the renewable energy sector
- Advising clients on local and international tax strategies to optimize their financial outcomes
- Managing the preparation and review of complex tax returns and related documents
- Navigating cross-border tax issues and providing strategic solutions to clients
- Collaborating with diverse teams to address operational tax risks and regulatory compliance
- Developing and maintaining client relationships to understand and address their tax needs
- Utilizing analytical skills to monitor and analyze financial trends impacting tax strategies
- Contributing to the development of innovative tax planning solutions and methodologies
- Coaching and mentoring team members to enhance their technical skills and professional growth
- Engaging in strategic questioning to uncover client needs and propose tailored tax solutions
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
- Navigating complex cross-border engagements in asset and wealth management
- Demonstrating advanced skills in corporate tax planning and compliance
- Leading strategic initiatives in renewable energy tax projects
- Excelling in stakeholder management and building trust
- Innovating processes to enhance operational excellence
- Utilizing analytical thinking to solve complex tax issues
- Developing high-performing teams through effective coaching and feedback
Travel Requirements
Up to 20%Job Posting End Date
The salary range for this position is: $124,000 - $335,000. 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: https://pwc.to/benefits-at-a-glanceAs PwC is anequal 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.Learn more about how we work: https://pwc.to/how-we-workFor 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: https://pwc.to/us-application-deadlinesAbout pwc
Sourced by ZipRecruiter
We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
London, London, UK