Senior Wealth Management Tax Advisor

PwC; Charlotte (NC); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Holiday pay

Vacation

Sick leave

Job summary

PwC in the United States seeks a Wealth Management Tax Services Senior Associate to provide strategic tax planning, compliance, and advisory support for clients, focusing on optimizing tax positions and ensuring regulatory alignment.

You will review financial data, prepare and file tax returns, and collaborate with teams to deliver high-quality client service while developing technical skills and leadership capabilities within PwC's Tax practice.

Qualifications

• Bachelor's degree required
• Minimum 2 years of tax experience
• Eligibility to sit for the CPA exam in the intended state of employment

Responsibilities

• Navigating complex tax regulations to optimize client tax positions
• Reviewing and analyzing financial data to validate compliance with tax laws
• Preparing and filing accurate tax returns to assist businesses in meeting obligations
• Utilizing analytical thinking to interpret data and inform insights and recommendations
• Drafting tax documents and conducting tax research to support corporate tax planning
• Monitoring and analyzing financial trends to identify opportunities for tax optimization
• Upholding professional and technical standards in line with PwC's code of conduct
• Building meaningful client connections and managing relationships effectively
• Embracing change and adapting to evolving tax regulations
• Collaborating with teams to deliver quality client service and support

Education

Bachelor's degree

Job description

PwC in the United States seeks a Wealth Management Tax Services Senior Associate to provide strategic tax planning, compliance, and advisory support for clients, focusing on optimizing tax positions and ensuring regulatory alignment.

You will review financial data, prepare and file tax returns, and collaborate with teams to deliver high-quality client service while developing technical skills and leadership capabilities within PwC's Tax practice.