Senior Tax Planning Advisor for High-Net-Worth Clients

PwC; Dallas (TX); On-site; USD 55,000 - 151,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Holiday pay

Vacation

Discretionary annual bonus

Job summary

PwC seeks a Partner Tax Preparation Advisor Senior Associate to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will lead with strategic advice, navigate complex regulations, and grow your professional brand within PwC's Tax practice.

You will collaborate with cross-functional teams, leverage diverse tools, and mentor others while delivering high-quality client outcomes and growth opportunities for the firm.

Qualifications

• Must have a Bachelor’s degree in Accounting or Finance.
• 2+ years of relevant experience in tax advisory or compliance.

Responsibilities

• Provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses.
• Navigate complex tax regulations to optimize client tax positions and strategies.
• Prepare and review tax documents, including tax returns and trust and estate documents.
• Conduct financial statement analysis to inform tax planning and compliance decisions.
• Monitor and analyze financial trends to identify tax opportunities and risks.
• Draft and maintain accurate tax documentation and reports.
• Uphold professional standards in line with PwC's tax guidance and code of conduct.
• Build and maintain meaningful client relationships to understand tax needs.
• Collaborate with internal teams to deliver comprehensive tax services.

Skills

Tax planning

Tax compliance

Client relationships

Analytical thinking

Education

Bachelor's degree in Accounting or Finance

Job description

PwC seeks a Partner Tax Preparation Advisor Senior Associate to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will lead with strategic advice, navigate complex regulations, and grow your professional brand within PwC's Tax practice.

You will collaborate with cross-functional teams, leverage diverse tools, and mentor others while delivering high-quality client outcomes and growth opportunities for the firm.