Senior Asset & Wealth Tax Specialist

PwC; Washington (District of Columbia); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, vision

401k

Paid time off

Job summary

PwC in Washington, DC 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, analyze complex tax rules, and guide junior team members while strengthening technical skills and business understanding.

You will manage assigned workstreams, respond to information requests, and communicate clearly with engagement teams.

Qualifications

• Bachelor’s degree required.
• 2+ years of experience required.
• Eligible to sit for CPA exam in your intended 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.
• Interpret complex compliance issues and translate findings into clear recommendations for engagement teams.
• Coordinate multiple workstreams and track deadlines across tax compliance engagements.
• Apply tax research and accounting knowledge to support return positions and resolve technical questions.
• Monitor data for inconsistencies, missing items, and potential filing risks before submission.
• Support client communications by responding to information requests and clarifying documentation needs.
• Guide junior team members on assigned tasks and review work for completeness and accuracy.
• Contribute to process improvements that streamline tax compliance delivery.

Skills

Tax compliance

Client communication

Team mentoring

Tax research

Education

Bachelor’s degree

Tools

Tax software

Job description

PwC in Washington, DC 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, analyze complex tax rules, and guide junior team members while strengthening technical skills and business understanding.

You will manage assigned workstreams, respond to information requests, and communicate clearly with engagement teams.