Financial Services Tax Director – Real Estate

PwC

PwC tax director advising asset and wealth management clients on real estate tax compliance, structuring, and risk. Leading engagements, business development, and teams across US financial-services markets.

Posted 8/11/2026full-timeNew York City • Illinois, New York, North Carolina, Ohio • 🇺🇸 United StatesLead💰 $150,000 - $438,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced tax compliance and planning skills, with a strong focus on regulatory compliance consulting for financial services. Proven ability to lead strategic initiatives, mentor future leaders, and cultivate long-term client relationships in asset and wealth management.

Highest-signal resume keywords

Advanced Tax ComplianceRegulatory Compliance ConsultingStrategic Leadership ExperienceProject ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax PlanningFinancial AnalysisRisk AnalysisTax Document DraftingRegulatory ComplianceStrategic Tax PlanningProfit-Sharing ConsultationsOperational Tax Risk ManagementFinancial Trends Analysis

Soft Skills

LeadershipMentoringStakeholder Relationship BuildingInnovationChange Management

Certifications & Qualifications

Certified Public AccountantMember of the Bar

Industry Keywords

Asset ManagementWealth ManagementFinancial ServicesTax AffairsBusiness Development

About the role

Key responsibilities & impact

Advise clients on local and international tax affairs to optimize business impact
Manage tax compliance and structuring for financial services clients in asset and wealth management
Analyze and address operational tax risks and implications of investing across jurisdictions
Draft and review tax documents for accuracy and regulatory compliance
Facilitate strategic tax planning and profit-sharing consultations for partners
Monitor and analyze financial trends to inform tax strategies and decisions
Lead teams preparing and submitting regulatory tax filings
Promote innovation and change in tax practices and methodologies
Build and maintain long-term stakeholder relationships
Develop scalable efficiencies and new ways of working across projects
Set strategic direction and lead business development efforts
Oversee multiple projects and maintain executive-level client relationships
Mentor the next generation of leaders
Uphold the firm's code of ethics and business conduct

Requirements

What you’ll need

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 another tax-, technology-, or finance-specific credential
Strategic leadership experience in asset and wealth management
Advanced tax compliance and planning skills
Regulatory compliance consulting experience for financial services
Experience leading multiple projects with a focus on innovation
Experience cultivating long-term client and stakeholder relationships
Experience mentoring future leaders in tax services and compliance
Willingness to travel up to 20%

Benefits

Comp & perks

Annual discretionary bonus
Medical insurance
Dental insurance
Vision insurance
401k
Holiday pay
Vacation
Personal and family sick leave