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
$100k - $115k
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...Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team... ...in addition to exceptional client service and portfolio management. You will manage... ...objectives and needs - integrating estate and tax planningEnsure all clients are highly...SeniorTaxFull timeWork at officeLocal area$160k - $220k
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...how a world-class financial services company competes in the AI... ...Insurance, Annuities, and Wealth businesses. This leader... ...including Illustrations, Tax, Operational Data Management, Policy Generation, and Integration... ..., and the development of senior technical talent. This...SeniorTaxLocal area3 days per week$260k - $390k
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...As a global leader in innovative wealth management, asset servicing, asset management and banking services... ...within the organization is encouraged, senior leaders are accessible, and you can take... ...or portfolio. Works with the tax area to research discrepancies and oversee...SeniorTaxFull timeH1bWorldwideFlexible hours$85.1k - $161.7k
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...Join Wells Fargo's Wealth & Investment Management team and help some of the nation's... ...of financial and investment services. We offer a full range of personalized... ...specialty trusts, custody, tax, specialty assets,... ...Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist...SeniorTaxFull timeWork experience placementWork at office- ...About the job Senior Tax Associate Most HNW tax roles keep you focused on one piece of... ...center of it. A highly respected wealth management and advisory firm is looking to add a... ...and financial administration services across clients' personal and business...SeniorTaxWork at office
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$132.1k - $301.6k
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$110.5k - $202.7k
...the only professional services firm with a separate business... ...health insurance and managed care companies... ...their business goals. As a Senior in our Insurance and Actuarial... ...an actuarial position.Associate of the Society of... ...assurance, consulting, tax, strategy and transactions...SeniorTaxContract workApprenticeshipSummer holidayFlexible hoursShift work$145k - $248.2k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...success!The RoleSenior Managers in our Private... ...Trusts and Estates.Senior Managers can expect... ...evaluate Intern, Associate and Senior Associates... ...changes, wealth transfer techniques...SeniorTaxFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
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