Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Sr Client Service Associate
$75K - $80K/yr
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... is looking for a highly motivated Sr Client Service Associate ! The SrClient Service ...
Sr Client Service Associate
$75K - $80K/yr
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... is looking for a highly motivated Sr Client Service Associate ! The SrClient Service ...
Senior Financial Consultant-Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)
Fairfax, VA · On-site
$90 - $130/hr
Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield) Job Category : Z - Wealth Management Requisition Number : SENIO010105 * Posted : July 30, 2026 ...
Senior Financial Consultant-Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)
Fairfax, VA · On-site
$90 - $130/hr
Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield) Job Category : Z - Wealth Management Requisition Number : SENIO010105 * Posted : July 30, 2026 ...
Wealth Strategist I - PNC Wealth Management
Washington, DC · On-site
$63K - $127K/yr
... senior team members. * Identifies solutions and PNC services as sales opportunities to enhance ... Managing Risk - Assessing and effectively managing all of the risks associated with their business ...
Wealth Strategist I - PNC Wealth Management
Washington, DC · On-site
$63K - $127K/yr
... senior team members. * Identifies solutions and PNC services as sales opportunities to enhance ... Managing Risk - Assessing and effectively managing all of the risks associated with their business ...
Wealth Strategist I - PNC Wealth Management
Washington, DC · On-site
$63K - $127K/yr
... senior team members. * Identifies solutions and PNC services as sales opportunities to enhance ... Managing Risk - Assessing and effectively managing all of the risks associated with their business ...
Wealth Strategist I - PNC Wealth Management
Washington, DC · On-site
$63K - $127K/yr
... senior team members. * Identifies solutions and PNC services as sales opportunities to enhance ... Managing Risk - Assessing and effectively managing all of the risks associated with their business ...
Senior iOS Engineer
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$141K/yr
Range is building AI-powered wealth management that actually works. They are seeking a Senior iOS Engineer to own and evolve the Range iOS experience, shaping how members interact with their ...
Senior iOS Engineer
Mclean, VA · On-site
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Senior Client Services Administrator
Arlington, VA · On-site
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We provide comprehensive wealth planning and investment management with an emphasis on thoughtful ... The Senior Client Services Administrator will work closely with Emerald's advisors, clients ...
Senior Client Services Administrator
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We provide comprehensive wealth planning and investment management with an emphasis on thoughtful ... The Senior Client Services Administrator will work closely with Emerald's advisors, clients ...
Senior Accountant
Fairfax, VA · On-site
$70 - $110/hr
Wealth management. Our clients range from individuals and families to closely held businesses and ... Job Responsibilities As a Senior Accountant, you will: * Assist with services to our Outsourced CFO ...
New
Senior Accountant
Fairfax, VA · On-site
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New
Senior Accountant
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Senior Accountant
Fairfax, VA · On-site
$85 - $120/hr
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We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while ...
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while ...
Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This ... senior This position will remain open until filled.
Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This ... senior This position will remain open until filled.
Tax Senior Associate
Washington, DC · On-site
$92K - $114K/yr
About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a ... Stay informed about local and global tax issues, particularly in the asset and wealth management ...
Quick apply
Tax Senior Associate
Washington, DC · On-site
$92K - $114K/yr
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Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
... and wealth management organizations on their most important business priorities. You will help ... Work directly with senior client leaders to solve complex business challenges, define & drive ...
... and wealth management organizations on their most important business priorities. You will help ... Work directly with senior client leaders to solve complex business challenges, define & drive ...
... wealth management. Your mission as a Principal Tax Advisor is to serve as the ultimate tax ... Mentor senior and junior staff, implementing scalable, tech-enabled tax-review systems that ...
Quick apply
... wealth management. Your mission as a Principal Tax Advisor is to serve as the ultimate tax ... Mentor senior and junior staff, implementing scalable, tech-enabled tax-review systems that ...
Principal Tax Advisor - Advanced Wealth Planning
Reston, VA · On-site
$210 - $320/hr
... wealth management. Your mission as a Principal Tax Advisor is to serve as the ultimate tax ... Mentor senior and junior staff, implementing scalable, tech-enabled tax-review systems that ...
Principal Tax Advisor - Advanced Wealth Planning
Reston, VA · On-site
$210 - $320/hr
... wealth management. Your mission as a Principal Tax Advisor is to serve as the ultimate tax ... Mentor senior and junior staff, implementing scalable, tech-enabled tax-review systems that ...
Senior Associate - Credit Portfolio Management
Rockville, MD · On-site
$120 - $170/hr
August 21, 2026 * Full-Time * Hybrid Locations Showing 1 location Wealth Management Operations is responsible for the processes associated with wealth management operations, including the ...
Senior Associate - Credit Portfolio Management
Rockville, MD · On-site
$120 - $170/hr
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Senior Financial Consultant-Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie)
Pasadena, MD · On-site
$70 - $100/hr
Z - Wealth Management Requisition Number: SENIO010022 * Full-Time * Hybrid Locations Showing 1 ... The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
Senior Financial Consultant-Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie)
Pasadena, MD · On-site
$70 - $100/hr
Z - Wealth Management Requisition Number: SENIO010022 * Full-Time * Hybrid Locations Showing 1 ... The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
Senior Financial Consultant--Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie)
Annapolis, MD · On-site
$75 - $100/hr
Wealth Management Requisition Number : SENIO010022 Posted: May 19, 2026 Full-Time Hybrid Locations ... The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
Senior Financial Consultant--Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie)
Annapolis, MD · On-site
$75 - $100/hr
Wealth Management Requisition Number : SENIO010022 Posted: May 19, 2026 Full-Time Hybrid Locations ... The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
... SVP, Client link, TMT, DIPR, Salesforce * Experience partnering with Financial Advisors and Private Wealth teams to deliver comprehensive banking and wealth management solutions for high net worth ...
... SVP, Client link, TMT, DIPR, Salesforce * Experience partnering with Financial Advisors and Private Wealth teams to deliver comprehensive banking and wealth management solutions for high net worth ...
Senior Rbc Wealth Management information
What does a Senior RBC Wealth Management professional do?
What are the key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional?
How does a Senior RBC Wealth Management professional typically collaborate with other teams to deliver comprehensive client solutions?
What is the difference between Senior Rbc Wealth Management vs Financial Advisor?
| Aspect | Senior Rbc Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or equivalent | CFP, Series 7, 66/65 |
| Work Environment | Bank branches, private client offices | Independent or firm-based, client meetings |
| Employer & Industry | Royal Bank of Canada, banking & wealth management | Various financial firms, independent practices |
Senior Rbc Wealth Management professionals typically hold advanced certifications like CFP or CFA and work within RBC's banking environment, focusing on high-net-worth clients. Financial Advisors may have similar certifications but often work independently or for different firms, serving a broader client base. The roles overlap in client advisory skills but differ in employer setting and scope of services.
What are the most commonly searched types of Rbc Wealth Management jobs in Washington?
The most popular types of Rbc Wealth Management jobs in Washington are:
What cities in Washington are hiring for Senior Rbc Wealth Management jobs?
Cities in Washington with the most Senior Rbc Wealth Management job openings:
$77K - $214K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 22 days ago
Key responsibilities
Lead digitization and automation efforts related to tax processes.
Solve complex tax challenges and navigate intricate tax scenarios.
Mentor and guide junior team members while building and maintaining client relationships.
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 AssociateJob Description & Summary
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Responsibilities
- Lead digitization and automation efforts
- Solve intricate tax challenges
- Mentor and guide junior team members
- Foster and sustain client relationships
- Gain thorough understanding of business contexts
- Navigate complex tax scenarios effectively
- Grow personal brand and technical skills
- Uphold exceptional professional and technical standards
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations
What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations
Travel Requirements
Up to 20%Job Posting End Date
The salary range for this position is: $77,000 - $214,000. 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