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Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager

ExperiencedNo visa sponsorship
PwC logo

at PwC

Big Four

Posted 7 days ago

No clicks

**Senior Manager - Asset & Wealth Management RIC** Senior Manager role in Asset & Wealth Management RIC. Lead large projects, drive operational excellence, and interact with senior clients. Requires 5+ years of experience, CPA or relevant credentials, and expertise in mutual fund compliance and Form 1120-RIC. Manage teams, provide strategic advice, and innovate processes. Strong communication and coaching skills essential.

Compensation
$124,000 – $335,000 USD

Currency: $ (USD)

City
Boston, Los Angeles, Baltimore, Chicago, New York City
Country
United States

Full Job Description

Boston, Massachusetts; Los Angeles, California; Baltimore, Maryland; Chicago, Illinois; New York, New York

Apply
Save
Job ID
726642WD
Category
Tax Services
Time Type
Full time
Specialty/Competency
Industry Tax Practice
Level
Senior Manager
Travel Requirements
Up to 20%
Locations
Boston, Los Angeles, Baltimore, Chicago, New York

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Craft and convey clear, impactful and engaging messages that tell a holistic story.
  • Apply systems thinking to identify underlying problems and/or opportunities.
  • Validate outcomes with clients, share alternative perspectives, and act on client feedback.
  • Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
  • Deepen and evolve your expertise with a focus on staying relevant.
  • Initiate open and honest coaching conversations at all levels.
  • Make difficult decisions and take action to resolve issues hindering team effectiveness.
  • Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.


The Opportunity
As part of the Financial Services Tax team you provide benefits through digitization, automation, and increased efficiencies, equipping our professionals to succeed in a world where transactions are faster, more complicated, and require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You serve as a strategic advisor, leveraging your specialized knowledge and technical acumen of industry-leading business trends, the firms client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firms business strategies.

Responsibilities
- Manage and lead large-scale projects to achieve successful outcomes
- Innovate and refine processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firms business strategies
- Develop and coach top-performing teams to solve complex problems
- Utilize technical acumen to deliver quality results to clients

What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart
- In-depth abilities in compliance and consulting for mutual funds
- Knowledge around Form 1120-RIC and associated requirements
- Identifying and addressing client needs
- Actively participating in client discussions
- Communicating a broad range of Firm services
- Creating a positive team environment
- Providing candid, meaningful feedback
- Keeping leadership informed of progress


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-glance

As PwC is an equal 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-work

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.  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.



#LI-Hybrid

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Save

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager

Compensation

$124,000 – $335,000 USD

City: Boston, Los Angeles, Baltimore, Chicago, New York City

Country: United States

PwC logo
Big Four

7 days ago

No clicks

at PwC

ExperiencedNo visa sponsorship

**Senior Manager - Asset & Wealth Management RIC** Senior Manager role in Asset & Wealth Management RIC. Lead large projects, drive operational excellence, and interact with senior clients. Requires 5+ years of experience, CPA or relevant credentials, and expertise in mutual fund compliance and Form 1120-RIC. Manage teams, provide strategic advice, and innovate processes. Strong communication and coaching skills essential.

Full Job Description

Boston, Massachusetts; Los Angeles, California; Baltimore, Maryland; Chicago, Illinois; New York, New York

Apply
Save
Job ID
726642WD
Category
Tax Services
Time Type
Full time
Specialty/Competency
Industry Tax Practice
Level
Senior Manager
Travel Requirements
Up to 20%
Locations
Boston, Los Angeles, Baltimore, Chicago, New York

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Craft and convey clear, impactful and engaging messages that tell a holistic story.
  • Apply systems thinking to identify underlying problems and/or opportunities.
  • Validate outcomes with clients, share alternative perspectives, and act on client feedback.
  • Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
  • Deepen and evolve your expertise with a focus on staying relevant.
  • Initiate open and honest coaching conversations at all levels.
  • Make difficult decisions and take action to resolve issues hindering team effectiveness.
  • Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.


The Opportunity
As part of the Financial Services Tax team you provide benefits through digitization, automation, and increased efficiencies, equipping our professionals to succeed in a world where transactions are faster, more complicated, and require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You serve as a strategic advisor, leveraging your specialized knowledge and technical acumen of industry-leading business trends, the firms client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firms business strategies.

Responsibilities
- Manage and lead large-scale projects to achieve successful outcomes
- Innovate and refine processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firms business strategies
- Develop and coach top-performing teams to solve complex problems
- Utilize technical acumen to deliver quality results to clients

What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart
- In-depth abilities in compliance and consulting for mutual funds
- Knowledge around Form 1120-RIC and associated requirements
- Identifying and addressing client needs
- Actively participating in client discussions
- Communicating a broad range of Firm services
- Creating a positive team environment
- Providing candid, meaningful feedback
- Keeping leadership informed of progress


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-glance

As PwC is an equal 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-work

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.  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.



#LI-Hybrid

Apply
Save