Senior Tax Associate, Asset & Wealth Management

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

Benefits offered by this job

Medical benefits

401k

Job summary

PwC in San Francisco seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients, including reviewing financial data, preparing returns, and navigating complex tax rules. You will manage workstreams, analyze issues, and guide junior team members while strengthening your technical skills.

The role emphasizes client relationships, deadlines, and collaboration within the PwC Tax practice to deliver accurate, timely work and thoughtful

Qualifications

• Bachelor's degree required.
• At least 2 years of experience.
• Must meet CPA exam eligibility in intended state of employment.

Responsibilities

• Reviewing client tax data, financial statements, and supporting records to prepare and file tax returns.
• Analyzing tax law, regulatory updates, and client fact patterns to identify filing requirements and reporting implications.
• Preparing 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

Asset management

Client communication

Mentoring junior staff

Education

Bachelor's degree

Tools

Tax research tools

Accounting practices

Job description

PwC in San Francisco seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients, including reviewing financial data, preparing returns, and navigating complex tax rules. You will manage workstreams, analyze issues, and guide junior team members while strengthening your technical skills.

The role emphasizes client relationships, deadlines, and collaboration within the PwC Tax practice to deliver accurate, timely work and thoughtful