Senior Tax Associate — Regulated Investments (RIC)

PwC; Boston (MA); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k

Holiday pay

Vacation

Job summary

PwC is seeking an AWM Regulated Investment Company (RIC) Tax Senior Associate to guide clients through tax regulations, optimize positions, and file returns. You will build client relationships, manage teams, and address complex tax scenarios with confidence and integrity.

The role emphasizes tax research, strategic planning, and adapting to evolving regulations while upholding PwC standards; a discretionary bonus is included and travel up to 20% is expected.

Qualifications

• Bachelor's degree required.
• At least 2 years of experience.
• Must be eligible to sit for the CPA exam in your intended state of employment.

Responsibilities

• Reviewing and analyzing financial data to prepare and file tax returns for regulated investment companies.
• Navigating complex tax regulations to optimize clients' tax positions and minimize risks of non-compliance.
• Building meaningful client connections and managing relationships to anticipate and address client needs.
• Utilizing analytical thinking and tax research skills to provide strategic tax planning and compliance advice.
• Drafting and preparing tax documents to support regulatory submissions and filings.
• Monitoring and analyzing financial trends to inform insights and recommendations for asset and wealth management clients.
• Upholding professional and technical standards in accordance with PwC tax and audit guidance.
• Collaborating with teams to enhance project management and deliver quality client solutions.
• Embracing change and using intellectual curiosity to develop a deeper understanding of the evolving business context

Skills

Analytical thinking

Tax planning

Client relations

Regulatory knowledge

Education

Bachelor's degree

Job description

PwC is seeking an AWM Regulated Investment Company (RIC) Tax Senior Associate to guide clients through tax regulations, optimize positions, and file returns. You will build client relationships, manage teams, and address complex tax scenarios with confidence and integrity.

The role emphasizes tax research, strategic planning, and adapting to evolving regulations while upholding PwC standards; a discretionary bonus is included and travel up to 20% is expected.