Private Client Tax Advisor Associate

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

Job summary

PwC is seeking a Partner Tax Preparation Advisor Associate in Boston, MA to support private tax work for high-net-worth individuals and privately owned businesses. You will gather information, apply tax knowledge, and assist in preparing client deliverables with attention to detail and professional standards.

The role emphasizes curiosity, adaptability, and reliability in a fast-paced environment, with ownership of assigned work and collaboration across the Tax Services practice.

Qualifications

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

Responsibilities

• Prepare partnership tax returns and related schedules for private clients.
• Gather, organize, and validate tax data from client records and internal sources.
• Draft tax documents, calculations, and workpapers for filing positions.
• Reconcile account balances and review financial information for discrepancies.
• Research tax rules and filing requirements to ensure accuracy.
• Apply tax compliance standards across personal, trust, and partnership matters.
• Monitor deadlines and update statuses for recurring tax tasks.
• Communicate findings and questions clearly to team members and clients.

Education

Bachelor's degree in Accounting or Finance

Job description

PwC is seeking a Partner Tax Preparation Advisor Associate in Boston, MA to support private tax work for high-net-worth individuals and privately owned businesses. You will gather information, apply tax knowledge, and assist in preparing client deliverables with attention to detail and professional standards.

The role emphasizes curiosity, adaptability, and reliability in a fast-paced environment, with ownership of assigned work and collaboration across the Tax Services practice.