Tax Planning Advisor for High-Net-Worth Clients

PwC; Dallas (TX); On-site; USD 51,000 - 113,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision

401(k)

Holiday pay

Vacation

Sick leave

Job summary

PwC is seeking a Partner Tax Preparation Advisor Associate in Dallas to deliver personalized tax planning and compliance services for HNW individuals and closely held businesses. You'll analyze tax regulations, advise on planning and strategy, and work with diverse clients to drive value and success for the team.

The role emphasizes ownership, learning mindset, and collaboration with a tax team to deliver high-quality results and grow professionally within PwC.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• At least 1 year of experience in tax or related field.

Responsibilities

• Assisting in the preparation and review of tax returns for high-net-worth individuals and privately-owned businesses
• Supporting tax planning and compliance efforts by gathering and analyzing financial data
• Collaborating with team members to provide personalized tax advice and strategies
• Engaging in the drafting and preparation of tax documents, including trust and estate documents
• Monitoring and analyzing financial trends to identify tax-saving opportunities
• Applying knowledge of tax legislation and compliance to support client needs
• Participating in internal tax due diligence and compliance oversight activities
• Utilizing skills in tax accounting and auditing to enhance client service delivery
• Contributing to the development of tax strategies for domestic restructuring and corporate tax planning
• Building a personal brand by consistently delivering quality work

Skills

Tax Preparation

Corporate Tax

Direct Tax

Wealth Structuring

Financial Analysis

Account Reconciliation

Client-facing

Team Collaboration

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Job description

PwC is seeking a Partner Tax Preparation Advisor Associate in Dallas to deliver personalized tax planning and compliance services for HNW individuals and closely held businesses. You'll analyze tax regulations, advise on planning and strategy, and work with diverse clients to drive value and success for the team.

The role emphasizes ownership, learning mindset, and collaboration with a tax team to deliver high-quality results and grow professionally within PwC.