PWC
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
PWC, Chicago, Illinois, United States, 60290
Asset & Wealth Management RICS - Senior Manager Join to apply for the
Asset & Wealth Management RICS - Senior Manager
role at
PwC Asset & Wealth Management RICS - Senior Manager 5 days ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management RICS - Senior Manager
role at
PwC Get AI-powered advice on this job and more exclusive features. Specialty/Competency:
Industry Tax Practice
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Industry/Sector:
Asset and Wealth Management
Time Type:
Full time
Travel Requirements:
Up to 20%
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.
Skills
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 firm’s client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firm’s 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 firm’s 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
Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.
As PwC is anequal 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.
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.
The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. 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-glanceSeniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesAccounting, Financial Services, and Business Consulting and Services Referrals increase your chances of interviewing at PwC by 2x Get notified about new Senior Wealth Manager jobs in
Chicago, IL . Greater Chicago Area $85,000.00-$125,000.00 1 week ago Chief Investment Officer, Wealth Management Chicago, IL $400,000.00-$550,000.00 1 week ago Northbrook, IL $130,000.00-$175,000.00 1 week ago Chicago, IL $130,000.00-$150,000.00 2 weeks ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago Chicago, IL $75,000.00-$80,000.00 1 week ago Asset & Wealth Management, Equity Product Marketing, Vice President - Chicago Chicago, IL $125,000.00-$250,000.00 6 days ago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago Chicago, IL $110,000.00-$230,000.00 1 week ago Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Chicago Chicago, IL $102,000.00-$190,000.00 1 week ago Chicago, IL $75,000.00-$110,000.00 1 week ago Chicago, IL $100,000.00-$230,000.00 2 weeks ago Chicago, IL $90,000.00-$100,000.00 1 week ago Investment Executive (Financial Advisor) Downtown Chicago Chicago, IL $119,000.00-$185,000.00 4 days ago Financial Advisor - Endowments and Foundations Chicago, IL $100,000.00-$130,000.00 1 week ago Deerfield, IL $100,000.00-$150,000.00 6 days ago Chicago, IL $125,000.00-$150,000.00 3 weeks ago Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President Chicago, IL $100,000.00-$230,000.00 1 week ago Downers Grove, IL $125,000.00-$165,000.00 1 month ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago Chicago, IL $150,000.00-$1,000,000.00 3 weeks ago Chicago, IL $40,000.00-$65,000.00 22 hours ago Chicago, IL $99,600.00-$169,200.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Asset & Wealth Management RICS - Senior Manager
role at
PwC Asset & Wealth Management RICS - Senior Manager 5 days ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management RICS - Senior Manager
role at
PwC Get AI-powered advice on this job and more exclusive features. Specialty/Competency:
Industry Tax Practice
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Industry/Sector:
Asset and Wealth Management
Time Type:
Full time
Travel Requirements:
Up to 20%
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.
Skills
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 firm’s client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firm’s 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 firm’s 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
Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.
As PwC is anequal 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.
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.
The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. 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-glanceSeniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesAccounting, Financial Services, and Business Consulting and Services Referrals increase your chances of interviewing at PwC by 2x Get notified about new Senior Wealth Manager jobs in
Chicago, IL . Greater Chicago Area $85,000.00-$125,000.00 1 week ago Chief Investment Officer, Wealth Management Chicago, IL $400,000.00-$550,000.00 1 week ago Northbrook, IL $130,000.00-$175,000.00 1 week ago Chicago, IL $130,000.00-$150,000.00 2 weeks ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago Chicago, IL $75,000.00-$80,000.00 1 week ago Asset & Wealth Management, Equity Product Marketing, Vice President - Chicago Chicago, IL $125,000.00-$250,000.00 6 days ago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago Chicago, IL $110,000.00-$230,000.00 1 week ago Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Chicago Chicago, IL $102,000.00-$190,000.00 1 week ago Chicago, IL $75,000.00-$110,000.00 1 week ago Chicago, IL $100,000.00-$230,000.00 2 weeks ago Chicago, IL $90,000.00-$100,000.00 1 week ago Investment Executive (Financial Advisor) Downtown Chicago Chicago, IL $119,000.00-$185,000.00 4 days ago Financial Advisor - Endowments and Foundations Chicago, IL $100,000.00-$130,000.00 1 week ago Deerfield, IL $100,000.00-$150,000.00 6 days ago Chicago, IL $125,000.00-$150,000.00 3 weeks ago Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President Chicago, IL $100,000.00-$230,000.00 1 week ago Downers Grove, IL $125,000.00-$165,000.00 1 month ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago Chicago, IL $150,000.00-$1,000,000.00 3 weeks ago Chicago, IL $40,000.00-$65,000.00 22 hours ago Chicago, IL $99,600.00-$169,200.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr