Tax Senior Associate

Jobtailor; California (MO); On-site; USD 85,000 - 115,000; Full time

Job summary

PwC seeks a Tax professional to review and analyze financial data, navigate complex tax regulations, and prepare filings for regulated investment companies. You will build strong client connections while addressing needs with strategic tax planning.

The role emphasizes drafting precise tax documents, staying current with compliance standards, and collaborating across teams to deliver quality client solutions. Travel up to 20% may be required.

Qualifications

• Bachelor's degree required.
• At least 2 years of experience.
• CPA exam eligibility in intended state of employment.
• Bar membership or tax credentials may qualify.
• Demonstrating analytical thinking in tax compliance and planning.
• Utilizing corporate tax planning strategies for asset management.
• Drafting tax documents with precision and attention to detail.
• Embracing change and adapting to regulatory compliance consulting.
• Monitoring and analyzing financial trends for informed insights.
• Ability to travel up to 20 percent.
• Must not require PwC sponsorship through the H-1B lottery, except as PwC policy.

Responsibilities

• Review and analyze financial data to prepare and file tax returns for regulated investment companies
• Navigate complex tax regulations to optimize clients' tax positions and minimize risks of non-compliance
• Build meaningful client connections and manage relationships to anticipate and address client needs
• Utilize analytical thinking and tax research skills to provide strategic tax planning and compliance advice
• Draft and prepare tax documents to support regulatory submissions and filings
• Monitor and analyze financial trends to inform insights and recommendations for asset and wealth management clients
• Uphold professional and technical standards in accordance with PwC tax and audit guidance
• Collaborate with teams to enhance project management and deliver quality client solutions
• Embrace change and develop a deeper understanding of the evolving business context

Skills

Tax Compliance

Analytical Thinking

Corporate Tax Planning

Tax Document Preparation

Financial Data Analysis

Regulatory Compliance

Tax Research

Client Relationship Management

Attention to Detail

Adaptability

Financial Modeling

CPA Exam Preparation

Tax Software

Education

Bachelor's Degree

CPA Eligibility

Bar Membership

Tax Credentials

Tools

Regulatory Compliance

Tax Research Tools

Job description

• Review and analyze financial data to prepare and file tax returns for regulated investment companies
• Navigate complex tax regulations to optimize clients' tax positions and minimize risks of non-compliance
• Build meaningful client connections and manage relationships to anticipate and address client needs
• Utilize analytical thinking and tax research skills to provide strategic tax planning and compliance advice
• Draft and prepare tax documents to support regulatory submissions and filings
• Monitor and analyze financial trends to inform insights and recommendations for asset and wealth management clients
• Uphold professional and technical standards in accordance with PwC tax and audit guidance
• Collaborate with teams to enhance project management and deliver quality client solutions
• Embrace change and develop a deeper understanding of the evolving business context

Requirements

• At least a Bachelor's degree
• At least 2 years of experience
• Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment
• Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
• Demonstrating analytical thinking in tax compliance and planning
• Utilizing corporate tax planning strategies for asset management
• Drafting tax documents with precision and attention to detail
• Embracing change and adapting to regulatory compliance consulting
• Monitoring and analyzing financial trends for informed insights
• Preparing tax documents with accuracy and efficiencyNavigating complex situations with intellectual curiosity and learning agility
• Ability to work with up to 20% travel
• Must not require PwC sponsorship through the H-1B lottery, except as set forth in PwC policy

Core Competencies

Demonstrates expertise in tax compliance and planning, with a strong focus on corporate tax strategies for asset management. Capable of analyzing financial data and navigating complex tax regulations to provide strategic insights and maintain compliance.

Highest-signal resume keywords

• Tax Compliance
• Analytical Thinking
• Corporate Tax Planning
• Tax Document Preparation
• Financial Trend Analysis

Hard Skills

• Tax Return Preparation
• Financial Data Analysis
• Regulatory Compliance
• Tax Research
• Strategic Tax Planning

Soft Skills

• Client Relationship Management
• Attention to Detail
• Adaptability
• Collaboration
• Intellectual Curiosity

Certifications & Qualifications

• Bachelor's Degree
• CPA Eligibility
• Bar Membership
• Tax Credentials

Industry Keywords

• Regulated Investment Companies
• Asset Management
• PwC Tax Guidance
• Financial Trends
• Compliance Consulting