PWC

Partner Tax Preparation Advisor Senior Associate

PWC$55K — $151K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance
  • Minimum of 2 years of relevant experience
  • Certified Public Accountant, Bar member or other finance-specific credentials preferred
  • Proficiency in individual tax compliance and planning
  • Strong analytical thinking and problem-solving skills

Responsibilities

  • Provide personalized tax planning and compliance services
  • Navigate complex tax regulations for optimal client strategies
  • Prepare and review tax documents, including returns and estate documents
  • Conduct financial statement analysis for tax decisions
  • Monitor financial trends to identify tax opportunities
  • Draft and maintain accurate tax documentation
  • Uphold professional and technical standards under PwC's guidelines
  • Build and maintain strong client relationships

Benefits

  • Medical, dental, and vision coverage
  • 401(k) retirement plan
  • Paid holidays and vacation days
  • Personal and family sick leave
  • Annual discretionary bonus opportunities
Full Job Description
Industry/Sector
Not Applicable

Specialism
IFS - Finance

Management Level
Senior Associate

Job Description & Summary

The Opportunity

As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice and guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. As a Senior Associate, you will build meaningful client connections, manage and inspire others, and navigate increasingly complex situations. You will grow your personal brand and deepen your technical skills while anticipating the needs of your teams and clients to deliver quality outcomes.

In this role at PwC, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems. You will use critical thinking to break down complex concepts and develop a deeper understanding of the business context and how it is evolving. By interpreting data to inform insights and recommendations, you will uphold and reinforce professional and technical standards, contributing to the firm's overall strategy. This opportunity allows you to embrace ambiguity, ask questions, and use these moments as opportunities for growth and development.

Responsibilities

- Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
- Navigating complex tax regulations to optimize client tax positions and strategies
- Preparing and reviewing tax documents, including tax returns and trust and estate documents
- Conducting financial statement analysis to inform tax planning and compliance decisions
- Monitoring and analyzing financial trends to identify tax opportunities and risks
- Drafting and maintaining accurate tax documentation and reports
- Upholding professional and technical standards in line with PwC's tax guidance and code of conduct
- Utilizing analytical thinking to break down complex tax concepts and provide clear recommendations
- Building and maintaining meaningful client relationships to understand and anticipate their tax needs
- Collaborating with internal teams to deliver comprehensive tax services and solutions

What You Must Have

- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least 2 years of experience

What Sets You Apart

- 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

- Understanding individual tax compliance and planning for executives
- Preparing and reviewing individual tax returns and tax planning
- Excelling in analytical thinking and problem-solving
- Demonstrating proficiency in tax preparation and compliance
- Utilizing skills in corporate tax planning and documentation
- Navigating complex tax legislation and governance
- Developing insights through financial statement analysis
- Embracing change and learning agility in dynamic environments
- Building meaningful client relationships and managing expectations

Travel Requirements
Up to 20%

Job Posting End Date

The salary range for this position is: $55,000 - $151,470. For residents of Washington state the salary range for this position is: $55,000 - $187,000. 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

About PWC

PwC is a multinational professional services network of firms headquartered in London, United Kingdom, operating as partnerships under the PwC brand. PwC ranks as the second-largest professional services network in the world and is considered one of the Big Four accounting firms, along with Deloitte, EY and KPMG. PwC firms operate in 157 countries, 742 locations, with 276,000 people. As of 2020, 26% of the workforce worked in the Americas, 26% in Asia, 32% in Western Europe, 5% in Middle East and Africa and 11% in Central and Eastern Europe and Central Asia.
Learn more about PWC
Size
284,000 employees
Industry
Founded
1998

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