High-Net-Worth Tax Planning Advisor Associate

PwC; Houston (TX); On-site; USD 51,000 - 113,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays

Job summary

PwC is seeking a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses. You will help clients navigate complex tax regulations, design strategies, and support governance across tax matters.

As an Associate, you will contribute with curiosity, collaborate with diverse teams, and own quality work that drives client value and team success.

Qualifications

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

Responsibilities

• Prepare and review tax returns for high-net-worth individuals and privately-owned businesses.
• Support tax planning and compliance by gathering and analyzing financial data.
• Collaborate with team to provide personalized tax advice and strategies.
• Draft and prepare tax documents, including trust and estate documents.
• Monitor financial trends to identify tax-saving opportunities.
• Apply knowledge of tax legislation and compliance to client needs.
• Participate in internal tax due diligence and compliance oversight.

Skills

Tax Preparation

Corporate Tax Planning

Partnership Tax

Wealth Structuring

Tax Legislation

Financial Analysis

Education

Bachelor's degree in Accounting or Finance

Job description

PwC is seeking a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses. You will help clients navigate complex tax regulations, design strategies, and support governance across tax matters.

As an Associate, you will contribute with curiosity, collaborate with diverse teams, and own quality work that drives client value and team success.