Wealth Management Tax Services Senior Associate
$77k - $214kPricewaterhouseCoopers
Industry/SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn’t clear. This role emphasizes relationship building, managing others, and personal growth, providing opportunities to develop a deeper understanding of the business context and how it is evolving.In this role, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems, using critical thinking to break down complex concepts. You will interpret data to inform insights and recommendations, upholding professional and technical standards.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 business contexts and strategies- Collaborating with teams to deliver quality client service and supportWhat You Must Have- 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).What Sets You Apart- Utilizing analytical thinking for complex tax compliance issues- Demonstrating proficiency in corporate tax planning strategies- Excelling in drafting and preparing comprehensive tax documents- Embracing change and adapting to evolving tax regulations- Monitoring and analyzing financial trends for strategic insights- Developing self-awareness to enhance personal and professional growth- Applying creativity in problem-solving for client tax solutionsTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: more about how we work: only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: PA-Pittsburgh; NC-Charlotte; PA-Philadelphia; AZ-Phoenix; NY-New YorkType: Full time
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...PwC, our people in tax services focus on providing advice... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you shall analyze...SeniorTaxFull timeSecond jobH1b- ...Description Salary: Client Service Associate, Private Wealth REPORTS TO: The... ...Advisor as well as to the Managing Director of Investment Operations... ...Service Associates, and Senior Management to assist in the... ...of investment management, tax planning, comprehensive...TaxWork at office
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...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Manager to join our State and Local Tax (SALT)... ...Responsibilities:Provide tax compliance services to partnerships for Asset Management clientsDeliver...SeniorTaxLocal areaRemote work$125k - $160k
Senior Manager -Tax Subject Matter Expert- Pass Thru Companies $125,000.- $ 160,000.00 May be in Pittsburgh area , Florida , New York City / New Jersey area , Ohio 8 + years experience in Public Accounting with a Strong concentration ln Tax with High Net Worth Pass Thru...SeniorTax$80k - $105k
We are a regional full service CPA firm in business for... ...looking to add another manager to our Business... ...Be DoingWorks with the tax team to prepare and learn... ...neededRecognizes and informs senior management of... ...but experienced staff/associates are encouraged to apply...SeniorTaxWork at office$113.15k - $270.02k
At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic... ...to providing outstanding client service today, and tomorrow. You will be able to... ...is currently seeking a SALT Direct Tax Senior Manager, Shared Services to join our Delivery Center...SeniorTaxWork at officeLocal area- ...years, H2R CPA is a locally owned and managed accounting firm dedicated to providing... ...outstanding value, exceptional client service experiences, and building long term... ...Role: H2R CPA is looking for a Senior Accountant, Tax , to contribute to our growing Tax Department...SeniorTax
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...client connections, and learning how to manage and inspire others. Navigating increasingly... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...testing various SAP ERP and CRM modules. As a Senior Associate you are to analyze complex problems,...SeniorTaxFull timeH1b$77.33k - $157.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ....KPMG is currently seeking a Senior Associate to join our State and Local... ...after preparation Build and manage client relationships, and supervise... ...providing services to pass-through entities and...SeniorTaxLocal areaRemote work- 4-Horn Management LLC is seeking a motivated, detail-oriented individual to join our team as a Senior Staff Accountant. This high-level accounting position bears the responsibility... ...ensuring that all salaries, benefits, and taxes are correctly processed Work closely with...SeniorTaxRemote work
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$110k - $210k
What You’ll Do Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’... ...041) and advise on matters impacting wealth planning, succession, and family tax...SeniorTaxFull timeContract workWork at office- ...Opportunity As a trusted advisor in the professional services industry, you know what matters most to clients:... ...Downs, where we've been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders...SeniorTaxSummer holidayWork at officeFlexible hours
$153.43k - $332.7k
...integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...stand for as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities:Provide tax compliance and...SeniorTaxLocal area$77k - $214k
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...people to help drive efficiencies, manage costs, improve profitability,... ...you a trusted advisor to senior leadership. The work: Help clients... ...solutions across accounting, tax, treasury, planning, and... ...a leading global professional services company that helps the world’s...SeniorTaxFull timeLive inWork at officeLocal area$105.64k - $223.1k
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...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...a firmKPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax... ...designations/credentials for the hiring practice/service line, your recruiter can provide you...SeniorTaxLocal areaRemote work$77k - $202k
...specialise in providing consulting services on optimising operational... ..., and learning how to manage and inspire others. Navigating... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ...and operating success. As a Senior Associate you analyze complex problems,...SeniorTaxFull timeH1b$124k - $280k
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...Description & SummaryAt PwC, our people in data management focus on organising and maintaining data... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...to enhance business processes. As a Senior Manager, you lead large projects and innovate...SeniorTaxFull timeH1b$77k - $202k
...consulting specialise in consulting services for a variety of business... ...and tools designed to manage the entire customer journey,... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ...and revenue recognition. As a Senior Associate, you will analyze complex monetization...SeniorTaxFull timeH1b$99k - $232k
...LevelManagerJob Description & SummaryAt PwC, our people in data management focus on organising and maintaining data to enable accuracy and... ...and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence...SeniorTaxFull timeH1b
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