Optimize Wealth Management Jobs Near Me

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

The Opportunity
As 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-deadlines