Tax Senior Associate, AWM & Regulated Investments

PwC; Illinois; On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical, dental, vision

401(k) plan

Paid time off

Job summary

PwC in the United States is seeking an AWM Regulated Investment Company Tax Senior Associate to guide clients through complex tax regulations, optimize tax positions, and prepare filings. You will build client relationships, mentor colleagues, and deliver high-quality solutions in a dynamic environment.

The role emphasizes analytical thinking, regulatory compliance, and strategic tax planning while upholding PwC standards and independence requirements.

Qualifications

• Bachelor's degree required.
• 2+ years of experience.
• Eligible to sit for CPA exam in intended state.

Responsibilities

• Review financial data to prepare and file tax returns for regulated investment companies.
• Navigate complex tax regulations to optimize client positions and minimize non-compliance risk.
• Build client connections and manage relationships to anticipate client needs.
• Provide strategic tax planning and compliance advice using analytical thinking.
• Draft tax documents to support regulatory submissions and filings.
• Monitor financial trends to inform insights for asset and wealth management clients.
• Uphold PwC tax and audit guidance.
• Collaborate with teams to enhance project management and client solutions.
• Embrace change and apply curiosity to evolving business context.

Skills

Analytical thinking

Tax compliance

Tax planning

Client relationships

Regulatory knowledge

Education

Bachelor's degree

CPA eligibility

Job description

PwC in the United States is seeking an AWM Regulated Investment Company Tax Senior Associate to guide clients through complex tax regulations, optimize tax positions, and prepare filings. You will build client relationships, mentor colleagues, and deliver high-quality solutions in a dynamic environment.

The role emphasizes analytical thinking, regulatory compliance, and strategic tax planning while upholding PwC standards and independence requirements.