1065 Private Equity_Senior Associate

PwC; Bengaluru; On-site; INR 700,000 - 1,200,000; Full time

Job summary

PwC in Bengaluru seeks a Senior Associate for Global Compliance Services in Private Equity tax. You will support tax compliance by reviewing financial data, preparing returns, and validating adherence to tax laws.

Lead and mentor junior staff while coordinating with US tax and fund accounting teams. Ideal candidates have 3–5 years of US taxation experience, focus on partnerships and fund structures, and strong communication skills in English.

Qualifications

• Postgraduate degree in Accounting, Finance, or related discipline.
• 3-5 years’ experience in US Taxation, with focus on Partnership and Corporate fund structures.
• Experience in Private Equity, Real Estate, Hedge Fund, Credit, and/or Fund-of-Fund structures.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication in English.

Responsibilities

• Assist in calculation of State and Foreign tax withholdings (IRC 1446/1441).
• Review non-resident state withholding waiver forms.
• Review forms: 1065, 1120, 588, 1099, W-8, 8832, 8875, 8865, 8937, 8082, 966.

Skills

US Taxation

Partnership/Private Equity tax

Financial analysis

Attention to detail

Communication

Time management

MS Word

MS Excel

MS PowerPoint

English proficiency

Education

Postgraduate degree in Accounting/Finance

Tools

MS Excel

MS PowerPoint

MS Word

Job description

Industry/Sector

Not Applicable

Specialism

Global Compliance Services

Management Level

Senior Associate

Job Description & Summary

The Opportunity
Join our Acceleration Center India and help shape the future of business for our diverse client portfolio across geographies and jurisdictions. You’ll work at the heart of global teams across Advisory, Assurance, Tax and Business Services—solving real client challenges through connected collaboration. We’ll help you grow your skills so you can go further. With hands‑on learning, cutting‑edge tools and an inclusive culture, this is your opportunity to do inspiring work that makes a difference—every day.
As a Private Equity Senior Associate you will support tax compliance work for clients by reviewing financial data, preparing and filing tax returns, and helping validate compliance with tax laws and regulations within our Tax Services practice. As a Senior Associate you will analyze complex issues, build meaningful client connections, and develop your skills while guiding junior team members and contributing to assigned workstreams with a client‑focused mindset. In this role at PwC, you will use critical thinking, interpret data to inform recommendations, respond to diverse perspectives, and apply professional standards as you navigate changing priorities and broader business context.

Key Responsibilities

• Assist in the calculation of State and Foreign (IRC 1446, IRC 1441) tax withholdings
• Assist in the review of non‑resident state withholding waivers forms
• Review the following tax forms: 1065, 1120, 588, 1099, W-8, 8832, 8875, 8865, 8937, 8082, 966
• Perform Federal K-1 schedule and State K-1 schedule review for all Partners
• Prepare and review tax work papers that calculate partnership taxable income
• Gather and analyze financial information from underlying portfolio companies
• Track partnership/partner tax basis
• Assist with the preparation and review of quarterly income estimates
• Prepare ASC 740 tax provision workpapers
• Provide support on miscellaneous projects and ad-hoc requests
• Analyze and document issues and help debug issues found by users or support team
• Interact with tax and fund accounting team in US

Desired Candidate Profile

• Postgraduate degree in Accounting, Finance, or related discipline
• 3-5 years’ experience in US Taxation, with a focus on Partnership and Corporate fund structures
• Experience in Private Equity, Real Estate, Hedge Fund, Credit, and/or Fund-of-Fund structures
• Strong analytical, problem-solving, critical thinking and decision‑making skills
• Strong multi-tasking capabilities and can deliver under tight deadlines
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
• Excellent written and verbal communication skills with the ability to coordinate and partner with multiple stakeholders; English spoken and written capabilities are required
• Highly effective communicator with exceptional attention to detail and documentation standards
• What Sets You Apart
• Building meaningful client connections in tax compliance
• Managing and inspiring junior team members
• Navigating ambiguity while developing practical solutions
• Using critical thinking to break down complex concepts
• Interpreting data for insights and recommendations
• Adapting to changing private equity client needs

Travel Requirements

Up to 20%