UK HNI- Senior Associate

PwC Acceleration Center India; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

PwC Acceleration Center India seeks a Senior Associate in Tax Compliance to guide clients through US individual taxation, review financial data, prepare and file tax returns, and minimize non‑compliance risks. You will build client connections, mentor colleagues, and collaborate across Advisory, Assurance, Tax and Business Services.

In this role, you will stay updated with IRS changes, leverage tax technology, and deliver high‑quality work while expanding your personal brand within the firm.

Qualifications

• Bachelor's degree in Accounting or Master's in Commerce is required.
• 3+ years of experience in US Individual taxation.
• Strong knowledge of US Form 1040 and exposure to Form 3520/8865/5471/8621/926.
• Ability to prepare tax returns/workpapers for review by seniors.
• Ability to stay updated with IRS changes and tax technology.

Responsibilities

• Reviewing and analyzing financial data to prepare and file tax returns.
• Monitoring and analyzing financial trends to optimize tax positions for clients.
• Validating compliance with tax laws and regulations to minimize risks of non‑compliance.
• Preparing tax documents and consulting on regulatory compliance.
• Utilizing accounting practices and financial statement analysis to support tax planning.
• Building meaningful client connections and anticipating needs.
• Navigating complex tax regulations and providing guidance on tax strategy.
• Upholding professional standards in PwC tax and audit guidance.

Skills

US Taxation

Data analysis

Client communication

Mentoring

Tax technology

Education

Bachelor's degree in Accounting

Master's in Commerce

Tools

MS Office

Excel

Tax software

Google Workspace

Job description

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 Senior Associate in Tax Compliance, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, 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, manage and inspire others, and navigate increasingly complex situations. You are expected to anticipate the needs of your teams and clients, delivering quality work while embracing ambiguity and using these moments as opportunities for growth.

In this role at PwC Acceleration Center India, you will leverage your skills to respond effectively to diverse perspectives and needs, using a broad range of tools and methodologies to generate new ideas and solve problems. You will develop a deeper understanding of the business context, interpret data to inform insights and recommendations, and uphold professional and technical standards. This position offers a unique opportunity to grow your personal brand and deepen your technical skills, all while contributing to the firm's overall business strategies.

Responsibilities

• Reviewing and analyzing financial data to prepare and file tax returns
• Monitoring and analyzing financial trends to optimize tax positions for clients
• Validating compliance with tax laws and regulations to minimize risks of non‑compliance
• Preparing tax documents and consulting on regulatory compliance
• Utilizing accounting practices and financial statement analysis to support tax planning and strategy
• Building meaningful client connections and anticipating their needs
• Navigating complex tax regulations and providing guidance on tax strategy
• Developing a deeper understanding of the business context and adapting to changes
• Upholding professional and technical standards in line with PwC tax and audit guidance

What You Must Have

• At least a Bachelor's degree in the following field of study: Accounting or Master's in Commerce
• 3+ years of experience in the field of US Individual taxation
• Advanced understanding of US Individual tax returns (1040) and intermediate understanding of US Foreign Trust filing requirements (Form 3520) and other foreign filings on US individual tax returns (Form 8865, basic 5471, 8621, 926 etc)
• Preparationof Tax Returns/workpaper preparation (Pdf and excel), made ready for Sen.Associate/Manager/Senior manager review
• Make the most of the opportunities for technical development through on the job learning and exposure
• Validate data and analyze for accuracy and relevance
• Produce high quality of work which adheres to the relevant professional standards
• Think broadly and ask relevant questions and communicate open items with clients in a timely manner while leading Kick-off/Status calls. Abilty to identify problems/information needed at the start to ensure tax returns can get finalized in a timely manner
• Develop knowledge of the firm’s line of service capabilities and our portfolio offerings
• Keep up-to-date with tax technical / technology developments
• Keep up to date with IRS technical and legislative changes
• Ability to pick up and learn about new tax technology being implemented across the AC and UK firms
• Ability to understand cross border tax implications, and a client tax position across multiple countries to correctly arrive at the final tax position on a US return. Ability to understand and decipher a tax treaty is helpful
• Understanding of US non resident taxation and the treaty rates to use and which income to consider on a US return

What Sets You Apart

• Excelling in accounting practices and financial review
• Analyzing financial statements and monitoring financial trends
• Preparing tax documents and consulting on regulatory compliance
• Utilizing tax preparation and tax services expertise
• Building meaningful client connections and anticipating needs
• Navigating complex situations with critical thinking
• Developing a deeper understanding of business context
• Build good rapport with the Territory Counterparts
• Ability to comprehend instructions and take ownership of work entrusted while working independently
• Basic project management
• Advance/strong knowledge of MS/Google/Adobe enterprise solutions
• Comfortable with IT environment and be able to leverage tools available for driving efficiencies
• Facilitate basic technical and tools & technology trainings - Share relevant knowledge with colleagues to enhance tax technical
• Follow risk management and compliance procedures
• Share and collaborate effectively with others, create a positive team spirit while proactively flagging ways to improve effective team working
• Oral and written proficiency in English required