Wealth Management Tax Advisor, Senior Associate

PwC; Philadelphia (Philadelphia County); On-site; USD 77,000 - 214,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical, dental, vision insurance

401(k) plan

Paid holidays

Vacation and personal leave

Job summary

PwC is seeking a Wealth Management Tax Services Senior Associate in the U.S. to provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions.

You will build client connections, manage teams, and grow your technical skills while delivering high-quality work in evolving business contexts. A Bachelor's degree and 2+ years of experience are required, with CPA eligibility in the intended state.

Qualifications

• Bachelor's degree required.
• Minimum 2 years of experience.
• Eligible to sit for CPA exam in intended state (Bar or other credentials may qualify).

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

Skills

Analytical thinking

Education

Bachelor's degree

Job description

PwC is seeking a Wealth Management Tax Services Senior Associate in the U.S. to provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions.

You will build client connections, manage teams, and grow your technical skills while delivering high-quality work in evolving business contexts. A Bachelor's degree and 2+ years of experience are required, with CPA eligibility in the intended state.