Search jobs > San Francisco, CA > Director asset management

Asset & Wealth Management Tax Director

PwC US Tax LLP
San Francisco,CA
Full-time

Description

SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business.

You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners.

You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

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.

You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level.

To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Director, you'll 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 :

Support team to disrupt, improve and evolve ways of working when necessary.

Arrange and sponsor appropriate assignments and experiences to help people realise 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.

I promote and encourage others to 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.

Influence and facilitate the creation of long-term relationships which add value to the firm.

Uphold the firm's code of ethics and business conduct.

Additional Responsibilities :

We’re 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

Custom Orgs : Global LoS :

Global LoS :

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

Bachelor Degree

Required Fields of Study :

Accounting

Minimum Years of Experience :

6 year(s)

Certification(s) Required :

CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred Qualifications :

Preferred Knowledge / Skills :

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.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to / whatwedotax

Travel Requirements

Up to 20%

Job Posting End Date

Learn more about how we work : 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.

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 : For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information :

30+ days ago
Related jobs
Promoted
The Goldman Sachs Group
San Francisco, California

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Are you a quick-thinking self-starter with a passion for client service, the ...

Promoted
KPMG
San Francisco, California

A minimum of three years of experience performing tax research, preparing/reviewing state income tax returns for various types of entities (including partnerships and REITs), and providing technical advice on multi-state tax issues. At KPMG, you can become an integral part of a dynamic team at one o...

Promoted
STEM
San Francisco, California

Alternatively: 8+ years of experience in renewable asset management, portfolio management, or operations management, with at least 3 years in a leadership role. Powerful applications, including AlsoEnergy's PowerTrack, simplify and optimize asset management and connect an ecosystem of owners, develo...

PwC US Tax LLP
San Francisco, California

SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...

JPMorgan Chase & Co.
San Francisco, California

See the Asset & Wealth Management CEO Letter. As a 2025 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst in the Global Families Group, you will work with our teams to understand client needs and examine market activities. As part of our team, you'll collaborate...

KPMG-UnitedStates
San Francisco, California

Minimum eight years of recent experience performing tax research, reviewing state income tax returns and providing technical advice on multi-state tax issues specific to the asset management industry. Senior Manager, State Income Tax - Asset Management. Research and draft technical memoranda or slid...

RSM
San Francisco, California

Prior tax compliance & consulting experience serving Asset Management clients. RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you’ll work with clients i...

KPMG-UnitedStates
San Francisco, California

Tax Senior Associate, Asset Management - Real Estate. Minimum two years of partnership tax experience with an accounting firm, asset manager and/or law firm. Bachelor's degree, , in taxation and/or Master's in Taxation (MST) from an accredited college/university. At KPMG, you can become an integral ...

AtkinsRéalis
Brisbane, California

Certified Asset Management Assessor and other Asset Management certifications. The Associate Director Asset Management will play a key role in assisting in developing market strategy, ensuring successful project delivery. Drive best practice and a professional leading-edge approach to the applicatio...

KPMG-UnitedStates
San Francisco, California

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. KPMG is cu...