148 Financial Services jobs in Dallas

**Specialty/Competency:** Corporate and Business Strategy
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.
As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold 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 Strategy Consulting team, you help companies define and evaluate corporate and business unit strategies and resource portfolios. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining elevated standards, while enhancing your leadership style to motivate, develop, and inspire others to deliver quality.
Responsibilities
- Lead the development and execution of strategic initiatives
- Guide teams in evaluating corporate and business unit strategies
- Manage client relationships and deliver exceptional service
- Mentor junior staff to enhance their professional growth
- Drive project success through thoughtful planning and oversight
- Inspire and motivate teams to achieve excellence
- Uphold the firm's standards and principles in every engagement
- Identify opportunities for business growth and innovation
What You Must Have
- Bachelor's Degree
- 5 years of experience with a minimum of 7 years of strategy or industry consulting experience
What Sets You Apart
- Master of Business Administration preferred
- In-depth knowledge in Financial Services industry
- Proficiency in corporate and business unit strategies
- Building and maintaining client relationships
- Managing teams and multiple work streams
- Utilizing foundational thinking and analytical approaches
- Designing and conducting market research
- Communicating effectively with senior audiences
- Demonstrating executive presence and trusted advisor status
Learn more about how we work: 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: 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. 
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: salary range for this position is: $99,000 - $232,000, 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:

Client Partner - Financial Services
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and build a more sustainable, more inclusive world.
**Locations: Dallas TX / Raleigh NC**
**Overview:**
Capgemini's Financial Services Global Business Unit is seeking a seasoned Client Partner to lead strategic growth and delivery for a marquee account in the banking and capital markets sector. This is a senior, client-facing role focused on transformation, cloud, and AI-driven solutions.
**Key Responsibilities:**
**Strategic Leadership & Growth**
- Drive portfolio growth with a focus on Cloud, Digital, and Transformation solutions.
- Shape and close deals aligned with account and business unit objectives.
- Target annual revenue growth exceeding $20M.
**Client Engagement**
- Serve as a trusted advisor to C-suite executives.
- Build and maintain long-term, strategic relationships.
- Influence client decisions on engagement models and solution strategies.
**Delivery Oversight**
- Lead large-scale programs (e.g., $5M+ cloud implementations) from inception to completion.
- Ensure delivery excellence across multiple projects, aligning with budget, schedule, and quality standards.
- Collaborate across service lines and competency centers to ensure seamless execution.
**Domain Expertise**
- **_Deep understanding of banking domains: Capital Markets, Retail, Wholesale, Wealth, and Asset Management._**
- Align engagement objectives with evolving client business needs.
**Qualifications:**
- 10+ years of experience in sales and delivery-led roles within IT consulting or financial services.
- Proven success in managing large portfolios and delivering complex transformation programs.
- Strong executive presence and ability to influence senior stakeholders.
- Experience working across global delivery models and cross-functional teams.
**Life at Capgemini:**
Capgemini supports all aspects of your well-being throughout the changing stages of your life and career. For eligible employees, we offer:
- Flexible work
- Healthcare including dental, vision, mental health, and well-being programs
- Financial well-being programs such as 401(k) and Employee Share Ownership Plan
- Paid time off and paid holidays
- Paid parental leave
- Family building benefits like adoption assistance, surrogacy, and cryopreservation
- Social well-being benefits like subsidized back-up child/elder care and tutoring
- Mentoring, coaching and learning programs
- Employee Resource Groups
- Disaster Relief
**Disclaimer:**
Capgemini is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.
This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodations do not pose an undue hardship.
Capgemini is committed to providing reasonable accommodations during our recruitment process. If you need assistance or accommodation, please reach out to your recruiting contact.
Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Ref. code:
Posted on: Oct 17, 2025
Experience Level: Experienced Professionals
Contract Type: Permanent
Location:
Dallas, TX, USColumbia, SC, US
Brand: Capgemini
Professional Community: Finance
Capgemini is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.

Our client, a prestigious global investment bank, is seeking bright and motivated Graduate Analysts to join their esteemed financial services division in Dallas, Texas, US for a summer internship program. This intensive internship provides a unique opportunity for ambitious individuals to gain hands-on experience in a fast-paced, challenging, and rewarding environment. As a Graduate Analyst, you will support various teams across investment banking, asset management, and trading, contributing to critical research, financial modeling, and client-facing activities. The ideal candidate will possess a strong academic background in finance, economics, or a related quantitative field, exceptional analytical and problem-solving skills, and a genuine passion for the financial markets. This internship is designed to foster professional growth, offering mentorship, networking opportunities, and exposure to diverse areas of finance. Successful interns may be offered full-time positions upon completion of the program.

Responsibilities:

• Assist senior bankers and analysts with financial modeling, valuation, and pitch book preparation.
• Conduct market research, industry analysis, and company-specific due diligence.
• Support the execution of transactions, including mergers, acquisitions, and capital markets offerings.
• Contribute to portfolio analysis and investment strategy development for asset management teams.
• Help with trade execution support and market monitoring for trading desks.
• Analyze financial statements and economic data to identify key trends and insights.
• Prepare presentations and reports for internal stakeholders and clients.
• Collaborate effectively with team members across different departments.
• Learn and apply financial concepts, analytical tools, and industry best practices.
• Participate in training sessions, networking events, and professional development workshops.

Qualifications:

• Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business, Accounting, or a related quantitative field from a top-tier university.
• Expected graduation date between December 2024 and June 2025.
• Strong academic record (minimum GPA of 3.5/4.0 or equivalent).
• Demonstrated quantitative and analytical skills, with proficiency in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication skills.
• High level of motivation, attention to detail, and ability to work under pressure.
• Genuine interest in financial services and a desire to learn.
• Ability to work full-time during the internship period (approximately 10-12 weeks).
• Prior internship experience in finance is a plus but not required.

This is an unparalleled opportunity for aspiring finance professionals to gain invaluable experience and launch their careers within a leading financial institution.

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
8 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates thought leader-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or a proven record of success as a team leader:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation. Demonstrates thought leader-level abilities and/or a proven record of success of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation.
+ Innovating through new and existing technologies, along with experimenting with digitization solutions;
+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
+ Utilizing digitization tools to reduce hours and optimize engagements; and,
+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
Learn more about how we work: 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: 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. 
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: salary range for this position is: $150,000 - $438,000, 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:

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials.
+ Supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
Learn more about how we work: 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: 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. 
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: salary range for this position is: $99,000 - $266,000, 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:

**Specialty/Competency:** International Tax Services
**Industry/Sector:** Not Applicable
**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 international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
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 ITS FS team you are expected to manage our firm-sponsored legal entity information database, focusing on tax attributes. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding top standards, motivating and inspiring others to deliver quality, and leveraging team strengths to meet client expectations.
Responsibilities
- Manage and maintain the firm's legal entity information database
- Lead teams and oversee client accounts
- Focus on strategic planning and mentoring junior staff
- Assure project success and uphold exceptional standards
- Motivate and inspire team members to deliver quality
- Leverage team strengths to meet client expectations
- Implement technology-enabled solutions for tax advisory
- Drive digitization, automation, and increased efficiencies
What You Must Have
- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study
What Sets You Apart
- Master of Laws in Taxation preferred
- Experience with private equity ownership structures
- Knowledge of U.S. tax concepts and classifications
- Familiarity with Microsoft Office Suite
- Experience in automation and digitization
- Building and utilizing client relationships
- Supervising teams for tax compliance
- Coaching staff with meaningful feedback
- Developing new relationships and selling services
Learn more about how we work: 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: 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. 
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The salary range for this position is: $99,000 - $266,000, 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:

Our client, a prominent player in the insurance sector, is looking for a Senior Risk Analyst to bolster their risk management capabilities. This is a fully remote role, allowing talented professionals to contribute their expertise from anywhere in the US. The ideal candidate will possess a strong quantitative background, deep understanding of financial markets, and a proven ability to identify, assess, and mitigate various forms of risk.

Key Responsibilities:

• Conduct comprehensive analysis of financial risks, including market risk, credit risk, operational risk, and liquidity risk.
• Develop and implement quantitative models and methodologies for risk measurement, assessment, and reporting.
• Monitor and analyze key risk indicators (KRIs) and key performance indicators (KPIs) to identify emerging risks and trends.
• Prepare detailed risk reports and present findings to senior management, providing actionable insights and recommendations.
• Collaborate with business units to understand their risk profiles and to implement effective risk mitigation strategies.
• Ensure compliance with regulatory requirements and industry best practices related to risk management.
• Stay abreast of market developments, economic conditions, and regulatory changes that may impact the company's risk exposure.
• Contribute to the development and enhancement of the company's enterprise risk management (ERM) framework.
• Perform stress testing and scenario analysis to evaluate the impact of extreme events on the company's financial position.
• Assist in the development and implementation of risk management policies and procedures.

Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field. Master's degree or relevant professional certifications (e.g., FRM, PRM) are highly desirable.
• Minimum of 5 years of experience in risk management, quantitative analysis, or a related role within the financial services or insurance industry.
• Strong understanding of financial instruments, markets, and risk management principles.
• Proficiency in statistical modeling, data analysis, and risk assessment techniques.
• Experience with risk management software and tools.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
• Proven ability to work independently and manage multiple priorities in a remote environment.
• Familiarity with regulatory frameworks impacting the insurance industry.

This fully remote opportunity in Dallas, Texas, US , is perfect for a seasoned professional looking to make a significant impact in a critical function. Join our client and shape the future of their risk management strategy.

Our client, a top-tier management consultancy, is seeking an experienced Senior Strategy Consultant with a deep specialization in Financial Services to join their dynamic team in **Dallas, Texas, US**. This hybrid role requires a strategic thinker who can guide financial institutions through complex market challenges and opportunities. You will lead client engagements focused on developing and implementing innovative business strategies, operational improvements, and digital transformations. Your expertise will be crucial in advising clients on areas such as market entry, competitive positioning, M&A integration, regulatory compliance, and customer experience enhancement. The ideal candidate possesses a strong understanding of the banking, insurance, or capital markets sectors, coupled with exceptional analytical, problem-solving, and communication skills. You will be responsible for managing project teams, conducting rigorous analysis, developing data-driven recommendations, and building strong, trusted relationships with senior client executives. This position demands a proactive approach, intellectual curiosity, and the ability to deliver impactful solutions in a fast-paced consulting environment. While the role is based in Dallas, some travel may be required for client needs.

Key Responsibilities:

• Lead client engagements focused on strategy formulation and execution within the financial services industry.
• Conduct comprehensive market analysis, competitive intelligence, and trend assessments.
• Develop data-driven strategic recommendations and business cases for clients.
• Manage project teams, ensuring high-quality deliverables and client satisfaction.
• Advise senior executives on critical business decisions, including digital transformation, risk management, and growth initiatives.
• Facilitate workshops and collaborate with client stakeholders to drive consensus and change.
• Contribute to business development activities, including proposal development and client relationship management.
• Stay abreast of industry regulations, technological advancements, and emerging trends affecting financial institutions.
• Mentor and develop junior consultants.

Qualifications:

• MBA or advanced degree in Finance, Economics, Business, or a related field from a top-tier institution.
• Minimum of 7 years of experience in management consulting or strategic roles within the financial services industry.
• Proven track record of successfully leading complex strategy projects for financial institutions.
• Deep understanding of banking, insurance, or capital markets operations and strategy.
• Exceptional analytical, quantitative, and problem-solving skills.
• Outstanding communication, presentation, and interpersonal abilities.
• Experience with financial modeling and market analysis tools.
• Ability to travel as needed for client engagements.