Senior Tax Associate: Asset & Wealth Management

Talentify; Houston (TX); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical insurance

Dental insurance

Vision insurance

401k plan

Holiday pay and vacation

Job summary

PwC's Asset & Wealth Management Tax team seeks a Senior Associate to support tax compliance and advisory work for wealth management clients. You will review data, prepare returns, analyze complex issues, and guide junior members while maintaining professional standards.

In this role you will apply tax research and accounting knowledge across engagements, coordinate multiple workstreams, and contribute to improved tax delivery. Travel up to 20% may be required.

Qualifications

• Bachelor's degree required.
• Minimum 2 years of experience.
• Must meet educational requirements to be eligible to sit for the CPA exam in your state of employment.

Responsibilities

• Review client tax data to prepare and file tax returns.
• Analyze tax law and regulatory updates for filing requirements.
• Prepare tax workpapers and schedules for clients in asset/wealth management.
• Interpret complex compliance issues and provide clear recommendations.
• Coordinate multiple workstreams and track deadlines.
• Apply tax research and accounting knowledge to support positions.
• Monitor data for inconsistencies and potential risks before submission.
• Assist in client communications and document requests.
• Guide junior team members and review work for accuracy.
• Contribute to process improvements for tax delivery.

Skills

Tax compliance

Tax return preparation

Asset & wealth management

Tax research

Client liaison

Education

Bachelor's degree

CPA eligibility to sit CPA exam

Job description

PwC's Asset & Wealth Management Tax team seeks a Senior Associate to support tax compliance and advisory work for wealth management clients. You will review data, prepare returns, analyze complex issues, and guide junior members while maintaining professional standards.

In this role you will apply tax research and accounting knowledge across engagements, coordinate multiple workstreams, and contribute to improved tax delivery. Travel up to 20% may be required.