PWC

Wealth Management Tax Services Senior Associate

PWC$77K — $214K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent required
  • Minimum 2 years of relevant tax experience
  • Eligibility to sit for CPA exam or equivalent credentials
  • Proficient in corporate tax planning strategies
  • Skilled in drafting comprehensive tax documents

Responsibilities

  • Navigate complex tax regulations to optimize client tax positions
  • Review financial data to ensure compliance with tax laws
  • Prepare and file accurate tax returns for businesses
  • Utilize analytical thinking to derive insights from data
  • Draft tax documents and conduct necessary tax research
  • Monitor financial trends for tax optimization opportunities
  • Build and manage meaningful client relationships

Benefits

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

Specialism
Domestic Tax Compliance

Management Level
Senior Associate

Job Description & Summary
The Opportunity

As a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.

As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn't clear. This role emphasizes relationship building, managing others, and personal growth, providing opportunities to develop a deeper understanding of the business context and how it is evolving.

In this role, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems, using critical thinking to break down complex concepts. You will interpret data to inform insights and recommendations, upholding professional and technical standards.

Responsibilities

- Navigating complex tax regulations to optimize client tax positions
- Reviewing and analyzing financial data to validate compliance with tax laws
- Preparing and filing accurate tax returns to assist businesses in meeting obligations
- Utilizing analytical thinking to interpret data and inform insights and recommendations
- Drafting tax documents and conducting tax research to support corporate tax planning
- Monitoring and analyzing financial trends to identify opportunities for tax optimization
- Upholding professional and technical standards in line with PwC's code of conduct
- Building meaningful client connections and managing relationships effectively
- Embracing change and adapting to evolving business contexts and strategies
- Collaborating with teams to deliver quality client service and support

What You Must Have

- At least a Bachelor's degree
- At least 2 years of experience
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).

What Sets You Apart

- Utilizing analytical thinking for complex tax compliance issues
- Demonstrating proficiency in corporate tax planning strategies
- Excelling in drafting and preparing comprehensive tax documents
- Embracing change and adapting to evolving tax regulations
- Monitoring and analyzing financial trends for strategic insights
- Developing self-awareness to enhance personal and professional growth
- Applying creativity in problem-solving for client tax solutions

Travel Requirements
Up to 20%

Job Posting End Date

The salary range for this position is: $77,000 - $214,000. 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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