Aequitas Wealth Management Discussions

Need advice: I’m really desperate to get into FP&A one day. I was in AWM tax & left due to personal reasons then accepted a fund accounting role (not happy about) out of desperation. This firm… more

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For those who exited from a Big 4 at manager, what was your salary increase %? I can’t survive AWM much longer and planning on leaving as soon as I get my promo milestone bonus next April.

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Does International tax have better WLB than AWM tax?

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Hi EY folks,

I’m currently an S2 @ pwc in AWM tax looking for an A2 referral to EY’s ITTS - TP pract… more

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Anyone know Financial services tax - banking/capital markets sub group looks like? I heard AWM subgroup or PE HF groups are cruel. Is that also the case in banking/ capital market group at big 4?

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PwC ers : Does ITP team got paid much less than AWM team? (might consider doing an internal transfer from AWM t… more

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Hello Fishes,

I am joining JPMC next month in AWM lob can anyone help me with how is WLB there in that lob and also how is yearly hike?

Appreciate your help.

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How much does a PwC Chicago AWM S1 make?

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How is PWC AWM group fed? Thank!

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How is AWM at PwC?

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How is PWC's Banking and Capital markets group for Tax in NYC like? Is it better WLB than AWM or they similar? Is the work interesting?

If you are interested in working with the AWM practice at PWC feel free to pm me and I can refer you!!!! If you have any questions we can most definitely chat

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Anyone in PwC's mid Central AWM tax practice (clients in the hedge find and private equity industry)? What are hours and salaries like?

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Currently a manager at a B4 AWM tax group mostly focusing on private equity fund, k1s, estimates and such. I always thought if i exit, it would be for an in-house role at a private equity fund and fra… more

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Hi Everyone! I l got an offer with PwC as an S1 in asset wealth management tax at around 101k starting with a 8k bonus in an HCOL. I’d love to hear your thoughts about the offer and the team. And also… more

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I’ve been out of accounting since January after being in AWM for three years. I am so so happy I don’t have to be doing XML review right now. I remember the summer of 2018 and only getting two days of… more

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Have offers from pwc doing AWM consulting (100K TC) and internal strategy role at a Bulge bracket bank (125K). Which one would you choose? I have no consulting experience so maybe pwc might be better … more

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Which has better exit opps - AWM, PCS or M&A?

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How do I start looking for jobs out of PA? Any suggestions on what jobs to look for? I’m interested in fraud but I have no experience in that, just AWM clients. Descriptions sometimes are so vague. (I… more

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Has anyone transitioned from tax to consulting? Would love if someone can provide some insight on how smooth the transition was, how the number of hours differed etc. Currently in AWM in a HCOL area a… more

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Ok guys help, got an offer from EY FAAS for Senior Manager role to be under their AWM practice - freaking out a little hearing hours are awful.

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I have a call with a Casey Quirk recruiter coming up, anyone have any advice? I’ve read through their website/ reports and looked into the AWM industry.

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Experienced A2 (2.5 years) in NYM Tax AWM. Was hoping to get promoted July, but it looks like I will be waiting another 6 months before getting promoted to senior (😞). Looking for what exit opportuni… more

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Has anyone pivoted their career? Im in AWM and i keep getting recruiters reaching out about hedge funds and private equity firms but I don’t see myself wanting to go into those industry and it seems l… more

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How does AWM compare to other tax services in salary and hours at a Big 4?

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Anyone knows how the PwC AWM southeast market is? Work load, teams, any toxic leadership, etc?
Looking into a possible transfer.

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Hi! I am asking for a friend - “I’ve been in the AWM tax practice for 7 years (4.5 year at pwc, 2.5 in industry) and looking to apply to EY’s national tax team (passthrough transaction group). Does an… more

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Hello Fishes,

I am joining JPMC in next week in AWM LOB, can anyone help me with the WLB in that lob and yearly hikes?

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Anyone here work in the AWM group in the PwC austin office? Do you like it?

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Big 4 S3 in AWM NYC looking to switch to PCS at another firm. Is it possible to switch into a manager role? Any good firms in NYC with strong PCS group and what is the culture like?

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Hi fellow investors! This is my first post and I have a question. NEO aequitas exchange on Canadian market, they provide CAD hedged stocks of original US stocks. it's closed this Monday and Tuesda… more

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Hello fishes,
I have an interview with JP Morgan Chase for AWM - IPB Operations - strategy& transformation role.
What kind of questions can I expect?

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PwC 🐟, what do you think of the restructuring of AWM tax space combining multiple offices into AWM West. Good? Bad? Any other opinions you have please share.

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How much does PwC pay for AWM advisory/consulting practice for experienced associate (1-2YOE)?

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Hi Fishes! What has been your experience going from an associate position to a senior accountant position outside the firm? I’m currently an AWM Tax Associate with 1.5 years experience. TIA!!

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Hi Fishes! What has been your experience going from an associate position to a senior accountant position outside the firm? I’m currently an AWM Tax Associate with 1.5 years experience. TIA!!

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Anyone have insight on the AWM transformation practice in PWC? What’s the culture and hours like?

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Related Posts

I’m a young professional with 3 years of Sales experience seeking advice on how to find meaning in being a salesperson anymore? Starting to feel like this isn’t rewarding or “essential”. If you’ve felt this way before what did you do?

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Would love to know what other channel sales managers are earning?

I work for a US company in Canada (fully remote) but the rest of the team based throughout the US, also remote are earning more… is this right?

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So, I got through to final stages at a management consultancy where they all ‘loved me’ apparently. Job being advertised at £50-70k, they said I have potential & if they do want to offer me a role (within 2 wks as snr mgt team all on holiday wtf) would be a starting salary of £45k with salary increases (timeline of this increase tbd) in accordance with my performance. They’ve tried recruiting internally but can’t even get anyone past the first round. I feel like rejecting on principle! Thoughts?

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Given the economy, it a bad time to start a career in tech sales? Moving over from consulting and would focus on analytics products

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I currently work in an office in HR but I’m so tired of it and need a change. I want to do something fun that’s not in an office but the pay being enough to support myself. Thoughts?

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I’m planning to buy the study materials for the SHRM-CP certificate through Amazon. What are the best ones to obtain?

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HR professionals working in factories or distribution centers, how short staffed are your HR teams? Our team is missing more than half of its total headcount!!

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I am classified as an agent selling health insurance but there’s a private email I recently gained access to showing the company is using my broker license and I suspected that since I’m the agent of record on a lot of business. They pay for everything including leads but I’m working as an agent in one email whereas there’s another showing I’m using my license as a broker. I get $43,000 salary plus commissions so averaging $80 K a year. Any advice?

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Why is it so hard to find a remote HR position? I have my SHRM-SCP, my MBA and over 10 years of experience being an HR Manager.

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If I’m making a move to a new company and they mandate the vaccine, how do they validate that? Are companies asking for literal proof?

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Where can I start looking for a tech sales job after being in medical sales for over 15 years?

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For those in healthcare, with the vaccine mandate, are you placing an acknowledgement in the application process- aside from the carers landing page?

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Hello! I'm looking for vendor recommendations for Manager and Leadership Trainings! Anything helps!

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Do you prefer working for a large or smaller organization?

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Sales manager likes to joke that I’m not working..bad sign, right?

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Advice on taking and passing the SPHR exam?

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What platform or system does your company use for workforce planning?

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Hello all I hope that everyone is doing amazing, just heard that my position is being dropped I am seeking employment as a recruitment coordinator if anyone has any leads may we lease connect.

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How is everyone coping with the new variant and putting mask back on? Also, who’s planning to go home and ha e a good drink after their day of work? I know I am.

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Is someone with an SVP/VP of sales title more likely to get a customer meeting than a Director of Sales? In other words, Does it a better title come with more influence, or do titles not matter?

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Additional Posts

If You need a referral to Deloitte. Send me a DM, I would be glad to help

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My worldview changed a bit when I told my 71 year old mother I just started stitch fix and she responds, “isn’t it great, I’ve been using it for a year now.” Huh, my mom is an earlier adopter than me

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Anyone having trouble scheduling an exam past when the NTS suppose to expire?

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Will I make more in PE Ops than I do in consulting?

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Can you have more than one person in a company refer you for consulting at MBB/Big4?

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