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Asset & Wealth Management Tax Director

Full-time 2 views

In-House

Rochester, NY, United States

Asset & Wealth Management Tax Director

Attorney

Min 6 yrs required

Full-time

No

# Asset & Wealth Management Tax Director

## Introduction
PwC's Financial Services Tax practice provides clients with the opportunity to help them meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

## Responsibilities
As a Director, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

* Disrupt, improve and evolve ways of working when necessary
* Arrange and sponsor appropriate assignments and experiences to help people realize their potential and support their long-term aspirations
* Identify gaps in the market and spot opportunities to create value propositions
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments
* Create an environment where people and technology thrive together to accomplish more than they could apart
* Value difference when working in diverse teams
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders
* Create long-term relationships which add value to the firm
* Uphold the firm's code of ethics and business conduct

## Additional Responsibilities
We are leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs.

## Job Requirements and Preferences
### Basic Qualifications:
* Bachelor Degree in Accounting
* 6 years of experience
* CPA or Member of the Bar

### Preferred Qualifications:
* Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds
* Thorough knowledge of structuring of funds and fund management companies to best limit tax liability
* Considerable knowledge of alternate investment strategies and vehicles
* Extensive technical skills, including partnership tax Forms, including K1 and M1
* Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
* Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation
* Demonstrates a proven record of success as a tax technical team leader generating new business, proposal writing and delivery, collaborating across engagements and business units
* Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop relationships and sell additional/new services
* Demonstrates experience in a professional services environment utilizing automation & digitization in a professional services environment, including but not limited to: innovating through new and existing technologies, along with experimenting with digitization solutions; working with large, complex data sets to build models and leveraging data visualization tools to provide insights to clients; and transforming the business by creating capacity and delivering an enhanced employee and client experience
* Proven experience with evaluating and negotiating new and existing contracts, as well as leveraging pricing tools to contribute to pricing strategies

## Salary Information
For positions based in Albany (NY), California, Colorado, Nevada, New York City, Washington State, or Westchester County (NY), please visit the following link for pay range information:

## Conclusion
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: . All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds; structuring of funds and fund management companies; alternate investment strategies and vehicles; technical skills, including partnership tax Forms, including K1 and M1; team leadership; business generation; proposal writing and delivery; collaborating across engagements and business units; CRM system; automation & digitization; evaluating and negotiating new and existing contracts; pricing tools; data visualization tools.

Bachelor Degree in Accounting

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Qualification and Experience Bachelor Degree in Accounting; CPA or Member of the Bar

Legal

Apr 30, 2024
Jan 16, 2024
Sep 11, 2023

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In-House

Attorney

Min 6 yrs required

Full-time

Legal

Jan 16, 2024

Apr 30, 2024

Jan 16, 2024

Profile

# Asset & Wealth Management Tax Director

## Introduction
PwC's Financial Services Tax practice provides clients with the opportunity to help them meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

## Responsibilities
As a Director, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

* Disrupt, improve and evolve ways of working when necessary
* Arrange and sponsor appropriate assignments and experiences to help people realize their potential and support their long-term aspirations
* Identify gaps in the market and spot opportunities to create value propositions
* Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments
* Create an environment where people and technology thrive together to accomplish more than they could apart
* Value difference when working in diverse teams
* Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders
* Create long-term relationships which add value to the firm
* Uphold the firm's code of ethics and business conduct

## Additional Responsibilities
We are leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs.

## Job Requirements and Preferences
### Basic Qualifications:
* Bachelor Degree in Accounting
* 6 years of experience
* CPA or Member of the Bar

### Preferred Qualifications:
* Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds
* Thorough knowledge of structuring of funds and fund management companies to best limit tax liability
* Considerable knowledge of alternate investment strategies and vehicles
* Extensive technical skills, including partnership tax Forms, including K1 and M1
* Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
* Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation
* Demonstrates a proven record of success as a tax technical team leader generating new business, proposal writing and delivery, collaborating across engagements and business units
* Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop relationships and sell additional/new services
* Demonstrates experience in a professional services environment utilizing automation & digitization in a professional services environment, including but not limited to: innovating through new and existing technologies, along with experimenting with digitization solutions; working with large, complex data sets to build models and leveraging data visualization tools to provide insights to clients; and transforming the business by creating capacity and delivering an enhanced employee and client experience
* Proven experience with evaluating and negotiating new and existing contracts, as well as leveraging pricing tools to contribute to pricing strategies

## Salary Information
For positions based in Albany (NY), California, Colorado, Nevada, New York City, Washington State, or Westchester County (NY), please visit the following link for pay range information:

## Conclusion
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: . All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.



Qualification and Experience

Bachelor Degree in Accounting; CPA or Member of the Bar

Additional info

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