PwC Wealth Management Tax Services

PwC's Wealth Management Tax Services offers a full suite of trust and investment management tax outsourcing services to financial institutions.

Don Roman and Joe Castriano

describe the PwC Wealth Management Tax Service Offering for Investment Management and Trust Tax Reporting.

The critical issues facing financial institutions today are affecting their entire business. The industry continues to address regulatory reform, tax information reporting requirements, implementation of cost effective technologies, talent acquisition and increasing demands from stakeholders. Financial institutions have two overarching strategic priorities: achieve excellence in client experience; and manage transformational change. Risk management (both financial and reputational) and compliance are critical to achieving these overarching strategic priorities.

PwC's Wealth Management Tax Services (WMTS) practice is a leading provider of a full suite of trust and investment management tax outsourcing services to financial institutions.


Playback of this video is not currently available


Tax Outsourcing Considerations

Quality resources

PwC’s wealth management tax practice provides dedicated and experienced year round support.

  • Gain access to tax and industry subject matter specialists
  • Eliminate internal resourcing concerns
  • Focus operational leadership on core functions
  • Leverage the tax technical experience of an outside provider
  • Gain ability to address changing tax laws and environment

View more

Industry experience

As the provider to many of the leading companies in the wealth management industry, we can deliver industry knowledge for the benefit of your organization.

  • Work towards consistency within the industry and across the organization
  • Increased support for trust officers to help them be relevant to your high net worth clients
  • Focus on quality and risk management in all deliverables
  • Provide a new insight and an up to date look into risk management

View more

Leading technology

Our proprietary technology allows us to produce appropriate  client deliverables and offers your clients and trust advisors online access that  is convenient and efficient.

  • Increase technology flexibility
  • Capacity to customize deliverables based on your clients needs
  • Leverage technology of an outside vendor

View more

Service level certainty and predictable costs

Our structure provides a thorough scope of year-round services and agreed-upon milestones and delivery schedules.

  • Fixed fees per account include tax software and year round tax compliance support
  • Establish a scalable process to support future internal growth and acquisition

View more

Contact us

Donald J. Roman
Partner, Wealth Management Tax Services
Tel: +1 (412) 355 8082

Joseph J. Castriano
Partner, Wealth Management Tax Services
Tel: +1 (412) 355 6002

Shawn P. Hanlon
Partner, Wealth Management Tax Services
Tel: +1 (412) 392 4948

Follow us