Senior Wealth Management Tax Associate

PwC

Phoenix (AZ)

On-site

USD 77,000 - 214,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
401(k)

Job summary

PwC is seeking a Wealth Management Tax Services Senior Associate in the United States to provide strategic tax planning, compliance, and advisory services for clients. You will validate compliance, analyze financial data, and prepare tax returns while minimizing risk.

The role emphasizes leadership, client relationships, and growing technical skills. Responsibilities include navigating complex tax regulations, drafting documents, and collaborating with teams to deliver high-quality service.

Qualifications

  • Bachelor's degree required; CPA exam eligibility in intended state is required before sitting for the CPA exam.

Responsibilities

  • Navigate complex tax regulations to optimize client tax positions.
  • Review and analyze financial data to validate compliance with tax laws.
  • Prepare and file accurate tax returns for businesses.
  • Draft tax documents and conduct tax research to support corporate tax planning.
  • Collaborate with teams to deliver high-quality client service.

Skills

Analytical thinking
Tax compliance
Tax planning
Drafting tax documents

Education

Bachelor's degree

Job description

PwC is seeking a Wealth Management Tax Services Senior Associate in the United States to provide strategic tax planning, compliance, and advisory services for clients. You will validate compliance, analyze financial data, and prepare tax returns while minimizing risk.

The role emphasizes leadership, client relationships, and growing technical skills. Responsibilities include navigating complex tax regulations, drafting documents, and collaborating with teams to deliver high-quality service.

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