Senior Tax Associate - Asset & Wealth Management

PwC International; New York (NY); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Medical insurance

401k

Paid time off

Job summary

PwC in New York seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data and preparing tax returns. You will manage workstreams, mentor juniors, and apply tax research tools while delivering high-quality work.

The role offers exposure to complex tax issues, client interactions, and opportunities for advancement within PwC's Tax practice.

Qualifications

• Bachelor's degree required.
• 2+ years of experience in asset & wealth management tax.
• Eligible to sit for the CPA exam in your state of employment.

Responsibilities

• Review client tax data and prepare tax returns.
• Analyze tax law and regulatory updates for filings.
• Prepare workpapers and schedules for WM clients.
• Interpret findings and provide clear recommendations.
• Coordinate multiple workstreams and meet deadlines.

Skills

Tax compliance

Asset & Wealth Mgmt

Client communication

Team mentoring

Education

Bachelor's degree

Tools

Tax research tools

Accounting knowledge

Job description

PwC in New York seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data and preparing tax returns. You will manage workstreams, mentor juniors, and apply tax research tools while delivering high-quality work.

The role offers exposure to complex tax issues, client interactions, and opportunities for advancement within PwC's Tax practice.