Asset & Wealth Management Tax Director
PricewaterhouseCoopers ‚Ä¢ New York, NY ‚Ä¢ Full Time ‚Ä¢ $150,000–$438,000 / year
Posted on Thu, Aug 13, 2026
Industry/Sector
Asset and Wealth ManagementSpecialism
Industry Tax PracticeManagement Level
DirectorJob Description & Summary
The OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' adherence to tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.
As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success.
In this role, you will develop new ideas, solutions, and structures, driving thought leadership and promoting technological advances. You will create an environment where people and technology thrive together, identifying gaps in the market and converting opportunities to success for the firm.
Responsibilities
- Leading strategic tax planning and compliance initiatives for asset and wealth management clients
- Overseeing the preparation and filing of tax returns, confirming adherence to regulatory requirements
- Analyzing financial data to identify tax optimization opportunities and mitigate compliance risks
- Developing and implementing innovative tax strategies to support business growth and client satisfaction
- Mentoring and guiding team members in delivering exceptional tax services and fostering professional development
- Collaborating with executive-level clients to understand their needs and provide tailored tax solutions
- Driving thought leadership by developing new ideas and solutions within the tax compliance domain
- Promoting technological advancements to enhance tax processes and improve efficiency
- Identifying market gaps and converting them into successful opportunities for the firm
- Upholding professional and technical standards, including adherence to the firm's code of conduct and independence requirements
What You Must Have
- At least a Bachelor's degree
- At least 8 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
- Demonstrating strategic leadership in asset and wealth management tax
- Cultivating executive-level client relations and driving business growth
- Translating vision into actionable strategies and inspiring teams
- Promoting technological advances for enhanced client satisfaction
- Developing innovative tax solutions and structures
- Mentoring future leaders in tax compliance and consulting
- Identifying market gaps and converting opportunities into success
Travel Requirements
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