Asset & Wealth Management - Tax Senior Associate

PwC; California (MO); On-site; USD 83,000 - 208,000; Full time

Job summary

A leading company in the financial services sector is seeking a Tax Senior Associate to join their Asset & Wealth Management team. The role involves navigating complex tax scenarios, mentoring junior staff, and building client relationships. The ideal candidate will possess a Bachelor's in Accounting and have at least 2 years of relevant experience. This position offers opportunities for professional growth and the chance to work with innovative technologies in a dynamic environment.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Vacation

Sick Leave

Qualifications

• 2 years of experience required.
• Must meet CPA licensure requirements.

Responsibilities

• Lead digitization and automation efforts.
• Mentor and guide junior team members.
• Foster and sustain client relationships.

Skills

Critical Thinking

Problem Solving

Data Interpretation

Client Relationship Management

Education

Bachelor's Degree in Accounting

Job description

Asset & Wealth Management - Tax Senior Associate

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Asset & Wealth Management - Tax Senior Associate

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Join to apply for the Asset & Wealth Management - Tax Senior Associate role at PwC

Specialty/Competency: Industry Tax Practice

Industry/Sector: Asset and Wealth Management

Time Type: Full time

Travel Requirements: Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Skills

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self awareness, enhance strengths and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
  
  

The Opportunity

As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

• Lead digitization and automation efforts
• Solve intricate tax challenges
• Mentor and guide junior team members
• Foster and sustain client relationships
• Gain thorough understanding of business contexts
• Navigate complex tax scenarios effectively
• Grow personal brand and technical skills
• Uphold exceptional professional and technical standards
  
  

What You Must Have

• Bachelor's Degree in Accounting
• 2 years of experience
• Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations
  
  

What Sets You Apart

• Innovating through new and existing technologies
• Experimenting with digitization solutions
• Working with large, complex data sets
• Building models and leveraging data visualization tools
• Exposure to pricing and client worth
• Reviewing contracts and finding new pricing options
• CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
• Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations
  
  

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance and Sales

• Industries

  Accounting, Financial Services, and Business Consulting and Services

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