Lead tax planning, compliance, and strategy for banking and capital markets clients. Oversee tax return preparation, analyze financial data, advise executive clients, drive business development, mentor teams, and ensure regulatory and professional standards.
The Opportunity
As a Banking & Capital Markets Tax Director, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help businesses navigate complex tax regulations and optimize their tax positions. As a Director, you will set the strategic direction and lead business development efforts. You will make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders.
In this role within our Tax practice, you will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non-compliance. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success. You create a healthy working environment while maximizing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Responsibilities
- Leading tax compliance efforts for banking and capital markets clients, confirming adherence to complex regulations
- Developing strategic tax planning initiatives to optimize client tax positions and minimize risks of non-compliance
- Overseeing the preparation and filing of tax returns, validating accuracy and compliance with current tax laws
- Analyzing financial data to identify trends and opportunities for tax strategy improvements
- Collaborating with executive-level clients to shape engagements and drive business growth
- Mentoring and guiding teams in the execution of tax compliance and planning projects
- Promoting innovation and creativity in developing new tax solutions and structures
- Cultivating relationships across the PwC Network to leverage collective strengths and maximize client satisfaction
- Identifying market gaps and converting opportunities into successful outcomes for the firm
- Upholding professional and technical standards, including adherence to PwC's code of conduct and independence requirements
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
- Excelling in corporate tax planning and regulatory compliance consulting
- Demonstrating strategic mindset and systemic thinking in financial services
- Leading project management initiatives in banking and capital markets
- Innovating through creativity and rapid experimentation in tax solutions
- Mentoring teams in tax accounting and financial statement analysis
- Cultivating relationships through active listening and communication
- Analyzing financial trends to drive business growth and client satisfaction
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
As a Banking & Capital Markets Tax Director, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help businesses navigate complex tax regulations and optimize their tax positions. As a Director, you will set the strategic direction and lead business development efforts. You will make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders.
In this role within our Tax practice, you will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non-compliance. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion, and a commercial mindset are all foundational to our success. You create a healthy working environment while maximizing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Responsibilities
- Leading tax compliance efforts for banking and capital markets clients, confirming adherence to complex regulations
- Developing strategic tax planning initiatives to optimize client tax positions and minimize risks of non-compliance
- Overseeing the preparation and filing of tax returns, validating accuracy and compliance with current tax laws
- Analyzing financial data to identify trends and opportunities for tax strategy improvements
- Collaborating with executive-level clients to shape engagements and drive business growth
- Mentoring and guiding teams in the execution of tax compliance and planning projects
- Promoting innovation and creativity in developing new tax solutions and structures
- Cultivating relationships across the PwC Network to leverage collective strengths and maximize client satisfaction
- Identifying market gaps and converting opportunities into successful outcomes for the firm
- Upholding professional and technical standards, including adherence to PwC's code of conduct and independence requirements
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
- Excelling in corporate tax planning and regulatory compliance consulting
- Demonstrating strategic mindset and systemic thinking in financial services
- Leading project management initiatives in banking and capital markets
- Innovating through creativity and rapid experimentation in tax solutions
- Mentoring teams in tax accounting and financial statement analysis
- Cultivating relationships through active listening and communication
- Analyzing financial trends to drive business growth and client satisfaction
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
PwC San Francisco, California, USA Office


405 Howard Street Suite 600, San Francisco, CA, United States, 94105
PwC San Jose, California, USA Office


488 Amaden Boulevard, San Jose, CA, United States, 95110
Similar Jobs at PwC
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Design, implement, and secure cloud-based IT systems; integrate development, operations, and security practices (DevOps/SecOps). Manage deployments with Azure DevOps Server and AWS CloudFormation, perform vulnerability assessments and incident remediation, mentor junior staff, and collaborate with clients to deliver reliable, secure software.
Top Skills:
Aws CloudformationAzure Devops ServerCrowdstrikeGitlabJenkinsPalo Alto NetworksPythonTerraform
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Provide high-level administrative support to senior executives across virtual and in-office/client sites. Manage schedules, coordinate meetings, handle confidential information, arrange travel and expenses, and use Microsoft Office, Google Workspace, WebEx, and social media tools. Apply a learning mindset, prioritize tasks, tailor communication, and support a global professional services network.
Top Skills:
Emerging Mobile And Virtual Support TechnologiesGoogle WorkspaceMicrosoft Office SuiteSocial Media ToolsWebex
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead and execute software testing and quality assurance for banking platform transformations. Manage test case execution, defect resolution, automation framework implementation, test environments, and cross-functional coordination. Coach teams, apply systems thinking to diagnose issues, use agile methods, and communicate test outcomes to clients to drive continuous improvement.
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine





