Asset & Wealth Tax Senior Associate — Compliance & Advisory

PwC; Houston (TX); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision

401k

Holiday pay

Vacation

Personal and family sick leave

Job summary

PwC in Houston seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and guiding junior teammates while sharpening technical skills.

You will manage multiple workstreams, analyze complex issues, translate findings into actionable recommendations, and ensure accurate, timely delivery in a collaborative environment aligned with PwC's standards and

Qualifications

• Bachelor's degree required.
• Minimum 2 years of tax experience.
• Eligible to sit for CPA exam in intended state.

Responsibilities

• Reviewing client tax data, financial statements, and supporting records to prepare and file tax returns.
• Analyzing tax law, regulatory updates, and client fact patterns to identify filing requirements and reporting implications.
• Preparing tax workpapers, schedules, and draft submissions for asset and wealth management clients.
• Interpreting complex compliance issues and translating findings into clear recommendations for engagement teams.
• Coordinating multiple workstreams and tracking deadlines across tax compliance engagements.
• Applying tax research and accounting knowledge to support return positions and resolve technical questions.
• Monitoring data for inconsistencies, missing items, and potential filing risks before submission.
• Supporting client communications by responding to information requests and clarifying documentation needs.
• Guiding junior team members on assigned tasks and reviewing work for completeness and accuracy.
• Contributing to process improvements that streamline tax compliance delivery and strengthen recurring engagement workflows.

Skills

Tax compliance

Tax advisory

Client communication

Team mentoring

Data analysis

Education

Bachelor's degree

Tools

Tax research tools

Accounting software

Job description

PwC in Houston seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and guiding junior teammates while sharpening technical skills.

You will manage multiple workstreams, analyze complex issues, translate findings into actionable recommendations, and ensure accurate, timely delivery in a collaborative environment aligned with PwC's standards and