High-Net-Worth Tax Planning 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 plan

Paid holidays

Vacation and sick leave

Job summary

PwC in New York seeks a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance for high-net-worth individuals and private businesses. You will analyze tax positions and advise on opportunities to optimize outcomes.

As an Associate, you will collaborate with tax professionals, prepare and review returns, apply current tax legislation, and contribute to client service excellence. A Bachelor's in Accounting or Finance and 1 year of experience are required.

Qualifications

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

Responsibilities

• Assist in preparing and reviewing tax returns for high-net-worth individuals and privately-owned businesses.
• Support tax planning and compliance by analyzing financial data.
• Collaborate with team to provide personalized tax strategies.
• Prepare trust and estate documents.
• Monitor financial trends to identify tax-saving opportunities.
• Apply knowledge of tax legislation and governance.
• Engage in due diligence and compliance oversight.
• Contribute to domestic restructuring and corporate tax planning.

Skills

Tax preparation

Tax compliance

Corporate tax planning

Direct tax

Wealth structuring

Tax governance

Financial statement analysis

Account reconciliation

Diverse client needs

Team collaboration

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Job description

PwC in New York seeks a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance for high-net-worth individuals and private businesses. You will analyze tax positions and advise on opportunities to optimize outcomes.

As an Associate, you will collaborate with tax professionals, prepare and review returns, apply current tax legislation, and contribute to client service excellence. A Bachelor's in Accounting or Finance and 1 year of experience are required.