Provides tax preparation, planning, compliance, and advisory support for high-net-worth individuals and privately owned businesses. Responsibilities include preparing tax returns and trust and estate documents, analyzing financial data, identifying tax-saving opportunities, supporting partnership and corporate tax planning, reviewing tax legislation, and assisting with due diligence and compliance activities.
The Opportunity
As a Partner Tax Preparation Advisor Associate, you will focus on providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will help clients navigate complex tax regulations and optimize their tax positions, offering advice and guidance on tax planning, compliance, and strategy. This role is integral to delivering value and driving success for our clients.
As an Associate, you will be driven by curiosity and contribute reliably to your team. You will adapt to working with diverse clients and team members, each presenting unique challenges and opportunities for growth. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. In this role at PwC, you will apply a learning mindset, appreciate diverse perspectives, and adopt habits to sustain performance and develop your potential. You will gather information from various sources to analyze facts and discern patterns, committing to understanding how the business works and building commercial awareness.
Responsibilities
- Assisting in the preparation and review of tax returns for high-net-worth individuals and privately-owned businesses
- Supporting tax planning and compliance efforts by gathering and analyzing financial data
- Collaborating with team members to provide personalized tax advice and strategies
- Engaging in the drafting and preparation of tax documents, including trust and estate documents
- Monitoring and analyzing financial trends to identify tax-saving opportunities
- Applying knowledge of tax legislation and compliance to support client needs
- Participating in internal tax due diligence and compliance oversight activities
- Utilizing skills in tax accounting and auditing to enhance client service delivery
- Contributing to the development of tax strategies for domestic restructuring and corporate tax planning
- Building a personal brand by consistently delivering quality work and adapting to diverse client needs
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least 1 years of experience
What Sets You Apart
- Demonstrating proficiency in Tax Preparation and Compliance
- Utilizing skills in Corporate Tax Planning and Direct Tax
- Engaging in Partnership Tax and Wealth Structuring
- Applying knowledge of Tax Legislation and Tax Governance
- Excelling in Financial Statement Analysis and Account Reconciliation
- Adapting to diverse client needs and team dynamics
- Building a personal brand through consistent quality work
The salary range for this position is: $50,500 - $112,500. 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: https://pwc.to/benefits-at-a-glance
As 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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For 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.
As a Partner Tax Preparation Advisor Associate, you will focus on providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will help clients navigate complex tax regulations and optimize their tax positions, offering advice and guidance on tax planning, compliance, and strategy. This role is integral to delivering value and driving success for our clients.
As an Associate, you will be driven by curiosity and contribute reliably to your team. You will adapt to working with diverse clients and team members, each presenting unique challenges and opportunities for growth. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. In this role at PwC, you will apply a learning mindset, appreciate diverse perspectives, and adopt habits to sustain performance and develop your potential. You will gather information from various sources to analyze facts and discern patterns, committing to understanding how the business works and building commercial awareness.
Responsibilities
- Assisting in the preparation and review of tax returns for high-net-worth individuals and privately-owned businesses
- Supporting tax planning and compliance efforts by gathering and analyzing financial data
- Collaborating with team members to provide personalized tax advice and strategies
- Engaging in the drafting and preparation of tax documents, including trust and estate documents
- Monitoring and analyzing financial trends to identify tax-saving opportunities
- Applying knowledge of tax legislation and compliance to support client needs
- Participating in internal tax due diligence and compliance oversight activities
- Utilizing skills in tax accounting and auditing to enhance client service delivery
- Contributing to the development of tax strategies for domestic restructuring and corporate tax planning
- Building a personal brand by consistently delivering quality work and adapting to diverse client needs
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least 1 years of experience
What Sets You Apart
- Demonstrating proficiency in Tax Preparation and Compliance
- Utilizing skills in Corporate Tax Planning and Direct Tax
- Engaging in Partnership Tax and Wealth Structuring
- Applying knowledge of Tax Legislation and Tax Governance
- Excelling in Financial Statement Analysis and Account Reconciliation
- Adapting to diverse client needs and team dynamics
- Building a personal brand through consistent quality work
The salary range for this position is: $50,500 - $112,500. 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: https://pwc.to/benefits-at-a-glance
As 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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For 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.
PwC Boston, Massachusetts, USA Office
101 Seaport Boulevard, Boston, MA, United States, 02210
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