Provide tax planning and compliance services for high-net-worth individuals and privately-owned businesses. Prepare and review tax returns, trust and estate documents; analyze financial statements and trends to identify tax opportunities and risks; draft tax documentation; uphold PwC technical standards; build client relationships and collaborate with internal teams to deliver strategic tax advice.
The Opportunity
As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice and guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. As a Senior Associate, you will build meaningful client connections, manage and inspire others, and navigate increasingly complex situations. You will grow your personal brand and deepen your technical skills while anticipating the needs of your teams and clients to deliver quality outcomes.
In this role at PwC, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems. You will use critical thinking to break down complex concepts and develop a deeper understanding of the business context and how it is evolving. By interpreting data to inform insights and recommendations, you will uphold and reinforce professional and technical standards, contributing to the firm's overall strategy. This opportunity allows you to embrace ambiguity, ask questions, and use these moments as opportunities for growth and development.
Responsibilities
- Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
- Navigating complex tax regulations to optimize client tax positions and strategies
- Preparing and reviewing tax documents, including tax returns and trust and estate documents
- Conducting financial statement analysis to inform tax planning and compliance decisions
- Monitoring and analyzing financial trends to identify tax opportunities and risks
- Drafting and maintaining accurate tax documentation and reports
- Upholding professional and technical standards in line with PwC's tax guidance and code of conduct
- Utilizing analytical thinking to break down complex tax concepts and provide clear recommendations
- Building and maintaining meaningful client relationships to understand and anticipate their tax needs
- Collaborating with internal teams to deliver comprehensive tax services and solutions
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least 2 years of experience
What Sets You Apart
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- Understanding individual tax compliance and planning for executives
- Preparing and reviewing individual tax returns and tax planning
- Excelling in analytical thinking and problem-solving
- Demonstrating proficiency in tax preparation and compliance
- Utilizing skills in corporate tax planning and documentation
- Navigating complex tax legislation and governance
- Developing insights through financial statement analysis
- Embracing change and learning agility in dynamic environments
- Building meaningful client relationships and managing expectations
The salary range for this position is: $55,000 - $151,470. For residents of Washington state the salary range for this position is: $55,000 - $187,000. 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: 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 Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice and guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. As a Senior Associate, you will build meaningful client connections, manage and inspire others, and navigate increasingly complex situations. You will grow your personal brand and deepen your technical skills while anticipating the needs of your teams and clients to deliver quality outcomes.
In this role at PwC, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems. You will use critical thinking to break down complex concepts and develop a deeper understanding of the business context and how it is evolving. By interpreting data to inform insights and recommendations, you will uphold and reinforce professional and technical standards, contributing to the firm's overall strategy. This opportunity allows you to embrace ambiguity, ask questions, and use these moments as opportunities for growth and development.
Responsibilities
- Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
- Navigating complex tax regulations to optimize client tax positions and strategies
- Preparing and reviewing tax documents, including tax returns and trust and estate documents
- Conducting financial statement analysis to inform tax planning and compliance decisions
- Monitoring and analyzing financial trends to identify tax opportunities and risks
- Drafting and maintaining accurate tax documentation and reports
- Upholding professional and technical standards in line with PwC's tax guidance and code of conduct
- Utilizing analytical thinking to break down complex tax concepts and provide clear recommendations
- Building and maintaining meaningful client relationships to understand and anticipate their tax needs
- Collaborating with internal teams to deliver comprehensive tax services and solutions
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least 2 years of experience
What Sets You Apart
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- Understanding individual tax compliance and planning for executives
- Preparing and reviewing individual tax returns and tax planning
- Excelling in analytical thinking and problem-solving
- Demonstrating proficiency in tax preparation and compliance
- Utilizing skills in corporate tax planning and documentation
- Navigating complex tax legislation and governance
- Developing insights through financial statement analysis
- Embracing change and learning agility in dynamic environments
- Building meaningful client relationships and managing expectations
The salary range for this position is: $55,000 - $151,470. For residents of Washington state the salary range for this position is: $55,000 - $187,000. 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: 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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