Asset & Wealth Tax Senior - Advisory & Compliance Lead

PwC; Sacramento (CA); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Annual discretionary bonus

Excellent benefits package

Job summary

PwC in the Asset & Wealth Management Tax practice seeks a Senior Associate to support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules.

You will manage workstreams, analyze complex issues, build client connections, and guide junior team members while deepening technical skills and business understanding.

Qualifications

• Bachelor’s degree required.
• At least 2 years of experience in tax.
• Eligible to sit for the CPA exam in the intended state.

Responsibilities

• Review client tax data and financial statements to prepare tax returns.
• Analyze tax law and regulatory updates to identify filing requirements.
• Prepare tax workpapers and draft submissions for asset and wealth management clients.
• Translate complex compliance issues into clear recommendations.
• Coordinate multiple workstreams and track deadlines.
• Apply tax research and accounting knowledge to support positions.
• Monitor data for inconsistencies and potential filing risks.
• Assist in client communications and information requests.
• Guide junior team members and review their work.
• Contribute to process improvements for tax delivery.

Skills

Tax compliance

Asset & Wealth Management

Client communication

Education

Bachelor’s degree

Tools

Tax research tools

Job description

PwC in the Asset & Wealth Management Tax practice seeks a Senior Associate to support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules.

You will manage workstreams, analyze complex issues, build client connections, and guide junior team members while deepening technical skills and business understanding.