Senior Asset & Wealth Tax Advisor

PwC; Sacramento (CA); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Discretionary bonus

Medical, dental, vision insurance

401k

Paid time off

Job summary

PwC in the United States seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management. You will review financial data, prepare tax returns, and guide junior team members while collaborating with engagement teams to deliver high-quality tax services.

The role emphasizes managing workstreams, applying tax research, and maintaining professional standards, with a focus on client service and technical excellence within

Qualifications

• Bachelor's degree required.
• At least 2 years of experience.
• Eligible to sit for the CPA exam in your state of employment.

Responsibilities

• Review client tax data, financial statements, and supporting records to prepare and file tax returns.
• Analyze tax law, regulatory updates, and client fact patterns to identify filing requirements and reporting implications.
• Prepare tax workpapers, schedules, and draft submissions for asset and wealth management clients.
• Interpreting complex compliance issues and translating findings into clear recommendations for engagement teams.
• Coordinating multiple workstreams and tracking deadlines across tax compliance engagements.
• Applying tax research and accounting knowledge to support return positions and resolve technical questions.
• Monitoring data for inconsistencies, missing items, and potential filing risks before submission.
• Supporting client communications by responding to information requests and clarifying documentation needs.
• Guiding junior team members on assigned tasks and reviewing work for completeness and accuracy.
• Contributing to process improvements that streamline tax compliance delivery and strengthen recurring engagement workflows.

Skills

Tax compliance experience

Asset & Wealth management knowledge

Client communication

Education

Bachelor's degree

Tools

Tax research tools

Job description

PwC in the United States seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management. You will review financial data, prepare tax returns, and guide junior team members while collaborating with engagement teams to deliver high-quality tax services.

The role emphasizes managing workstreams, applying tax research, and maintaining professional standards, with a focus on client service and technical excellence within