Insurance Tax Senior Associate - United States

PRICE WATERHOUSE COOPERS; Raleigh, Charlotte, Chicago, Cincinnati, Cleveland (NC, NC, IL, OH, OH); Hybrid; USD 77,000 - 214,000; Full time

Job summary

A leading company in tax services is seeking a Senior Associate to provide expert tax planning, compliance, and strategy guidance. The role involves resolving complex tax issues, mentoring junior staff, and enhancing client relationships. Candidates should possess a Bachelor's degree in Accounting and demonstrate CPA licensure qualifications. The position offers a competitive salary range along with a comprehensive benefits package.

Benefits

Medical, dental, vision coverage

401k and holiday pay

Vacation benefits

Qualifications

• Minimum 2 years of experience.
• Demonstrated CPA licensure requirements.

Responsibilities

• Analyze complex tax problems and mentor junior team members.
• Build and maintain client relationships and understand business contexts.
• Utilize digitization and automation to enhance impact.

Skills

Critical Thinking

Problem Solving

Data Interpretation

Client Relationship Management

Education

Bachelor's Degree in Accounting

Master's Degree (preferred)

Job description

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self-awareness, enhance strengths and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team, you shall provide benefit through digitization, automation, and increased efficiencies. As a Senior Associate, you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

• Enhance impact through digitization and automation
• Resolve complex tax issues
• Mentor and develop junior team members
• Build and maintain client relationships
• Gain a thorough understanding of business contexts
• Navigate and manage complex tax situations
• Advance personal brand and technical knowledge
• Maintain exceptional professional and technical standards

What You Must Have

• Bachelor's Degree in Accounting
• 2 years of experience
• Demonstrate the minimum requirements for CPA licensure per respective state regulations

What Sets You Apart

• Innovating through new and existing technologies
• Experimenting with digitization solutions
• Working with large, complex data sets
• Building models and leveraging data visualization tools
• Exposure to pricing and client worth
• Reviewing contracts and finding new pricing options
• Master's Degree preferred
• CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the Bar

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry-level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information; veteran, marital, or citizenship status; or any other status protected by law.

For those impacted by the Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, arrest or conviction records will be considered for employment in accordance with these laws. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed. For application deadlines, visit: https://pwc.to/us-application-deadlines.

The salary range is $77,000 - $214,000, plus potential annual discretionary bonuses. Actual compensation will depend on skills, experience, qualifications, location, and applicable laws. PwC offers benefits including medical, dental, vision, 401k, holiday pay, vacation, and more. Details at: https://pwc.to/benefits-at-a-glance.