Financial Services Tax - Real Estate Director

Posted 7 Days Ago
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66 Locations
Hybrid
150K-438K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
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The Role
Lead tax strategy and client engagements for financial services real estate clients, advising on international and domestic tax structuring, compliance, risk mitigation, and profit-sharing. Drive business development, oversee multiple projects, mentor teams, ensure regulatory filings accuracy, and build scalable efficiencies while maintaining executive client relationships and ethical standards.
Summary Generated by Built In
The Opportunity
As a Financial Services Tax - Real Estate Director, you will play a pivotal role in guiding our clients through the intricate landscape of tax obligations, both locally and internationally. Within our Tax practice, you will provide strategic consulting on business analysis, working capital management, and profit sharing, while advising on the tax implications of deals and pricing between related parties. This role is essential in helping our Financial Services clients navigate the ever-evolving tax environment, addressing challenges related to capital requirements and operational tax risks.
As a Director, you will set the strategic direction and lead business development efforts. You will oversee multiple projects, maintaining executive-level client relations, and translating vision into actionable strategies. Your role is crucial in driving business growth, shaping client engagements, and mentoring the next generation of leaders. You are expected to uphold our reputation for quality, integrity, and inclusion, fostering an environment where people and technology thrive together. In this role, you will identify market gaps and convert opportunities into success, creating value propositions that enhance client satisfaction and scale efficiencies across projects.
Responsibilities
- Advising clients on local and international tax affairs to optimize business impact
- Managing tax compliance and structuring for financial services clients in asset and wealth management
- Analyzing and addressing operational tax risks and implications of investing across jurisdictions
- Drafting and reviewing tax documents to validate accuracy and compliance with regulations
- Facilitating strategic tax planning and profit-sharing consultations for partners
- Monitoring and analyzing financial trends to inform tax strategies and decisions
- Leading teams in the preparation and submission of regulatory tax filings
- Promoting innovation and embracing change in tax practices and methodologies
- Building and maintaining long-term relationships with stakeholders to enhance service delivery
- Supporting the development of scalable efficiencies and new ways of working across projects
- Upholding the firm's code of ethics and business conduct in all client interactions
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
- Utilizing advanced tax compliance and planning skills
- Excelling in regulatory compliance consulting for financial services
- Leading multiple projects with a focus on innovation
- Cultivating long-term client relationships and stakeholder engagement
- Promoting environments where people and technology thrive together
- Mentoring future leaders in tax services and compliance
The salary range for this position is: $150,000 - $438,000. 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.
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: https://pwc.to/us-application-deadlines
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Skills Required

  • Bachelor's degree
  • At least 8 years of experience
  • Certified Public Accountant, Member of the Bar, or other tax/technology/finance-specific credential (at least one)
  • Strategic leadership in asset and wealth management
  • Advanced tax compliance and planning skills
  • Regulatory compliance consulting experience for financial services
  • Experience leading multiple projects and mentoring staff
  • Strong client relationship and stakeholder engagement skills

What the Team is Saying

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PwC Compensation & Benefits Highlights

  • Retirement Support An employer-funded Wealth Builder contribution sits alongside the 401(k), a distinctive feature that strengthens long-term savings and is highlighted as a clear plus.
  • Parental & Family Support Policies include 12 weeks of paid leave for all parents with a phased return, along with support for fertility, surrogacy/adoption, and childcare resources.
  • Wellbeing & Lifestyle Benefits Mental-health commitments, coaching and app access, fitness programs, hybrid flexibility, and firmwide U.S. shutdown weeks underscore a strong focus on wellbeing, with recent recognition for excellence in health and well-being.

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The Company
HQ: New York, NY
370,000 Employees
Year Founded: 1998

What We Do

Build what’s next — with tech that matters PwC provides professional services across Audit and Assurance, Advisory and Tax — powered by a global network of over 370,000 people in 149 countries. You may know us for our business expertise, but technology is core to how we help clients move faster, build trust and deliver meaningful outcomes. As a technologist, you’ll work on agile teams with experienced engineers and product thinkers — using AI, cloud, cybersecurity and more to design scalable, real-world solutions. You’ll keep learning, stay challenged and be part of a network where your growth is built in — and your work drives what’s next.

Why Work With Us

At PwC, our professionals include technologists, engineers, programmers and consultants working across AI, cloud, cybersecurity, data and more. You’ll explore innovative ways to help clients transform their business through technology—reducing complexity, unlocking value and shaping a more agile, data-driven future.

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