Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
Responsibilities
- Leading tax compliance projects for asset and wealth management clients, focusing on regulated investment companies
- Analyzing financial data to prepare and file accurate tax returns, minimizing risks of non-compliance
- Providing strategic tax planning and guidance to optimize clients' tax positions within the financial services industry
- Reviewing and validating clients' adherence to tax laws and regulations, offering solutions to complex tax issues
- Coaching and mentoring teams to enhance their skills in tax compliance and regulatory consulting
- Building and maintaining strong client relationships to understand and address their tax compliance needs
- Utilizing analytical thinking to monitor and analyze financial trends impacting tax strategies
- Drafting and reviewing tax documents to support corporate tax planning and compliance efforts
- Applying systems thinking to identify underlying problems and opportunities in tax compliance processes
- Initiating open and honest coaching conversations to foster a collaborative and inclusive team environment
Requirements
- 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
Qualifications
- Demonstrating advanced skills in tax compliance and planning
- Utilizing analytical thinking for complex financial statement analysis
- Excelling in regulatory compliance consulting within asset management
- Leading strategic questioning to drive innovative tax solutions
- Developing and coaching high-performing, diverse teams
- Applying systems thinking to identify financial opportunities
- Crafting impactful messages that convey holistic financial stories
Benefits
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.
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-glance
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.