High-Net-Worth Tax Advisory Associate

PwC; New York (NY); On-site; USD 51,000 - 113,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid holidays

Job summary

PwC seeks an Associate in Partner Tax Preparation to deliver personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will analyze data, draft tax documents, and collaborate with teams to optimize client tax positions.

The role emphasizes ownership, reliability, and a learning mindset, with opportunities to grow within PwC's tax practice and support diverse client needs while maintaining high-quality work.

Qualifications

• Bachelor's degree in Accounting or Finance.
• At least 1 year of experience.

Responsibilities

• Assisting in the preparation and review of tax returns for high-net-worth individuals and privately-owned businesses.
• Supporting tax planning and compliance efforts by gathering and analyzing financial data.
• Collaborating with team members to provide personalized tax advice and strategies.
• Engaging in the drafting and preparation of tax documents, including trust and estate documents.
• Monitoring and analyzing financial trends to identify tax-saving opportunities.
• Applying knowledge of tax legislation and compliance to support client needs.
• Participating in internal tax due diligence and compliance oversight activities.
• Utilizing skills in tax accounting and auditing to enhance client service delivery.
• Contributing to the development of tax strategies for domestic restructuring and corporate tax planning.
• Building a personal brand by consistently delivering quality work and adapting to diverse client needs.

Skills

Tax prep & compliance

Corporate tax planning

Partnership tax

Wealth structuring

Tax legislation

FS analysis

Client adaptability

Personal branding

Education

Bachelor's degree in Accounting or Finance

Job description

PwC seeks an Associate in Partner Tax Preparation to deliver personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will analyze data, draft tax documents, and collaborate with teams to optimize client tax positions.

The role emphasizes ownership, reliability, and a learning mindset, with opportunities to grow within PwC's tax practice and support diverse client needs while maintaining high-quality work.