Senior Tax Strategy Advisor for High-Net-Worth Clients

PwC; New York (NY); On-site; USD 55,000 - 151,000; Full time

Benefits offered by this job

Medical insurance

401k

Paid time off

Job summary

PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax regulations to optimize positions.

You will apply a broad range of tools and methodologies, interpret data for insights, uphold professional standards, and drive growth within the Tax practice while embracing ambiguity and

Qualifications

• Bachelor's degree in Accounting or Finance.
• At least 2 years of experience in tax services.
• Ability to provide personalized tax planning and compliance services.

Responsibilities

• Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
• Navigating complex tax regulations to optimize client tax positions and strategies
• Preparing and reviewing tax documents, including tax returns and trust and estate documents
• Conducting financial statement analysis to inform tax planning and compliance decisions
• Monitoring and analyzing financial trends to identify tax opportunities and risks
• Drafting and maintaining accurate tax documentation and reports
• Upholding professional and technical standards in line with PwC's tax guidance and code of conduct
• Utilizing analytical thinking to break down complex tax concepts and provide clear recommendations
• Building and maintaining meaningful client relationships to understand and anticipate their tax needs
• Collaborating with internal teams to deliver comprehensive tax services and solutions

Education

Bachelor's degree in Accounting or Finance

CPA (Certified Public Accountant) preferred

Job description

PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax regulations to optimize positions.

You will apply a broad range of tools and methodologies, interpret data for insights, uphold professional standards, and drive growth within the Tax practice while embracing ambiguity and