Senior Tax Associate — Asset & Wealth Management

PwC; Dallas (TX); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Job summary

PwC is seeking 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 returns, and guide junior team members while maintaining professional standards.

You will manage workstreams, analyze complex issues, build client connections, and deepen your technical skills. A CPA eligibility path is available as you progress in this role.

Qualifications

• Bachelor's degree or higher required.
• At least 2 years of experience in tax (asset & wealth management a plus).
• Eligibility to sit for CPA exam in intended state of employment.

Responsibilities

• Review client tax data, financial statements and records to prepare and file tax returns.
• Analyze tax law and regulatory updates to identify filing requirements.
• Prepare tax workpapers, schedules, and draft submissions for clients.
• Translate complex findings into clear engagement recommendations.
• Coordinate multiple workstreams and track deadlines in tax engagements.
• Apply tax research and accounting knowledge to support return positions.
• Monitor data for inconsistencies and potential filing risks before submission.
• Support client communications by clarifying documentation needs.
• Guide junior team members and review work for accuracy.
• Contribute to process improvements in tax compliance delivery.

Skills

Tax compliance experience

Preparing tax returns

Analyzing tax data

Tax research tools

Client communication

Mentoring junior staff

Education

Bachelor's degree

Tools

Tax research software

Job description

PwC is seeking 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 returns, and guide junior team members while maintaining professional standards.

You will manage workstreams, analyze complex issues, build client connections, and deepen your technical skills. A CPA eligibility path is available as you progress in this role.