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Private Tax - PFS - Seasonal Senior Associate

ExperiencedVisa sponsorship available
PwC logo

at PwC

Big Four

Posted 13 days ago

No clicks

**Private Tax - PFS - Seasonal Senior Associate** provides personalized tax planning and compliance services to high-net-worth individuals and businesses. Key responsibilities involve crafting solutions for intricate tax issues, navigating wealth transfer complexities, and enhancing technical proficiency in tax compliance. The role demands excellent client engagement and a commitment to upholding professional standards. candidates require a Bachelor's in Accounting, 2 years of experience, and must meet CP.A licensure requirements. Desired skills include Form 1040 and Form K1 compliance, client meeting experience, and candidacy for CPA licensure.

Compensation
$77,000 – $214,000 USD

Currency: $ (USD)

City
Chicago, Miami, Tampa, Dallas, Washington DC
Country
United States

Full Job Description

Private Tax - PFS - Seasonal Senior Associate

Private Tax - PFS - Seasonal Senior Associate

Apply
Save Job Remove Job
Job Category Tax Services Level Senior Associate Specialty/Competency Entrepreneurial & Private Business (EPB) - General Time Type Full time Travel Requirements 0% Job ID 724869WD Location(s) IN-Indianapolis, FL-Miami, FL-Tampa, IL-Chicago, DC-Washington, TX-Dallas, US-Remote

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isnt clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Respond effectively to the diverse perspectives, needs, and feelings of others.
  • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
  • Use critical thinking to break down complex concepts.
  • Understand the broader objectives of your project or role and how your work fits into the overall strategy.
  • Develop a deeper understanding of the business context and how it is changing.
  • Use reflection to develop self awareness, enhance strengths and address development areas.
  • Interpret data to inform insights and recommendations.
  • Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.


The Opportunity

As a PwCs Fixed-Term seasonal employee, youll join our Tax Compliance team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, youll apply your technical expertise and problem-solving skills while navigating the complexities of tax compliance in a dynamic and supportive environment. 

A Fixed-Term seasonal member works for a defined period (3-6 months at a time) at a specific level as part of an engagement team, serving clients across a variety of industries. This career option allows you to contribute meaningfully during key seasonal tax periods (Summer/Fall or Winter/Spring) of the year while maintaining time for other personal or professional pursuits. 

Fixed-Term seasonal employees may be invited to return for future engagements based on business needs and performance, supporting seamless client service and consistent team experience.

Responsibilities

- Provide exceptional tax services to affluent individuals

- Analyze intricate tax compliance issues and develop impactful solutions

- Navigate the complexities of financial planning and wealth transfer

- Enhance technical proficiency in tax compliance practices

- Contribute to a supportive and dynamic team environment

- Uphold professional standards and ethical practices

What You Must Have

- Bachelor's Degree in Accounting

- 2 years of experience

- Job seekers must demonstrate all of the minimum requirements are met for Certified Public Accountant licensure per respective state regulations

What Sets You Apart

- Certified Public Accountant license

- Considerable knowledge of financial planning and wealth transfer

- Skilled in Form 1040 and Form K1 compliance

- Demonstrated experience in client engagement and discussions

- Actively participating in client meetings and addressing needs


The 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: 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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

#LI-Remote

Private Tax - PFS - Seasonal Senior Associate

Apply
Save Job Remove Job

Private Tax - PFS - Seasonal Senior Associate

Compensation

$77,000 – $214,000 USD

City: Chicago, Miami, Tampa, Dallas, Washington DC

Country: United States

PwC logo
Big Four

13 days ago

No clicks

at PwC

ExperiencedVisa sponsorship available

**Private Tax - PFS - Seasonal Senior Associate** provides personalized tax planning and compliance services to high-net-worth individuals and businesses. Key responsibilities involve crafting solutions for intricate tax issues, navigating wealth transfer complexities, and enhancing technical proficiency in tax compliance. The role demands excellent client engagement and a commitment to upholding professional standards. candidates require a Bachelor's in Accounting, 2 years of experience, and must meet CP.A licensure requirements. Desired skills include Form 1040 and Form K1 compliance, client meeting experience, and candidacy for CPA licensure.

Full Job Description

Private Tax - PFS - Seasonal Senior Associate

Private Tax - PFS - Seasonal Senior Associate

Apply
Save Job Remove Job
Job Category Tax Services Level Senior Associate Specialty/Competency Entrepreneurial & Private Business (EPB) - General Time Type Full time Travel Requirements 0% Job ID 724869WD Location(s) IN-Indianapolis, FL-Miami, FL-Tampa, IL-Chicago, DC-Washington, TX-Dallas, US-Remote

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isnt clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Respond effectively to the diverse perspectives, needs, and feelings of others.
  • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
  • Use critical thinking to break down complex concepts.
  • Understand the broader objectives of your project or role and how your work fits into the overall strategy.
  • Develop a deeper understanding of the business context and how it is changing.
  • Use reflection to develop self awareness, enhance strengths and address development areas.
  • Interpret data to inform insights and recommendations.
  • Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.


The Opportunity

As a PwCs Fixed-Term seasonal employee, youll join our Tax Compliance team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, youll apply your technical expertise and problem-solving skills while navigating the complexities of tax compliance in a dynamic and supportive environment. 

A Fixed-Term seasonal member works for a defined period (3-6 months at a time) at a specific level as part of an engagement team, serving clients across a variety of industries. This career option allows you to contribute meaningfully during key seasonal tax periods (Summer/Fall or Winter/Spring) of the year while maintaining time for other personal or professional pursuits. 

Fixed-Term seasonal employees may be invited to return for future engagements based on business needs and performance, supporting seamless client service and consistent team experience.

Responsibilities

- Provide exceptional tax services to affluent individuals

- Analyze intricate tax compliance issues and develop impactful solutions

- Navigate the complexities of financial planning and wealth transfer

- Enhance technical proficiency in tax compliance practices

- Contribute to a supportive and dynamic team environment

- Uphold professional standards and ethical practices

What You Must Have

- Bachelor's Degree in Accounting

- 2 years of experience

- Job seekers must demonstrate all of the minimum requirements are met for Certified Public Accountant licensure per respective state regulations

What Sets You Apart

- Certified Public Accountant license

- Considerable knowledge of financial planning and wealth transfer

- Skilled in Form 1040 and Form K1 compliance

- Demonstrated experience in client engagement and discussions

- Actively participating in client meetings and addressing needs


The 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: 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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

#LI-Remote

Private Tax - PFS - Seasonal Senior Associate

Apply
Save Job Remove Job