High-Net-Worth Tax Planning Associate

PwC; Boston (MA); On-site; USD 51,000 - 113,000; Full time

Job summary

PwC in Boston is seeking a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will review returns, analyze data, and craft strategies to optimize tax positions, working closely with clients and teammates to drive value.

As an Associate, you will learn, adapt to diverse client needs, and contribute to the team by delivering accurate work on time.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• Minimum 1 year of experience in tax preparation or related field.

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 Preparation

Corporate Tax Planning

Direct Tax

Partnership Tax

Wealth Structuring

Tax Legislation

Financial Statement Analysis

Account Reconciliation

Client-facing

Education

Bachelor's degree in Accounting or Finance

Job description

PwC in Boston is seeking a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will review returns, analyze data, and craft strategies to optimize tax positions, working closely with clients and teammates to drive value.

As an Associate, you will learn, adapt to diverse client needs, and contribute to the team by delivering accurate work on time.