Tax Senior Associate - Personal Financial Services jobs in United States
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PwC · 2 days ago

Tax Senior Associate - Personal Financial Services

positionGreensboro, NC
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$77K/yr - $214K/yr
date2+ years exp

PwC is a leading professional services firm, and they are seeking a Tax Senior Associate in their Personal Financial Services practice. The role involves assisting affluent individuals with advisory needs, enhancing operational efficiency, and building client relationships while analyzing complex problems.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
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Responsibilities

Assisting individuals with advisory needs
Enhancing operational efficiency through audit and tax compliance
Planning and strategizing for personal wealth goals
Analyzing complex problems and mentoring team members
Maintaining excellence in deliverables
Building and nurturing client relationships
Developing a thorough understanding of business contexts
Navigating complex situations to enhance personal brand

Qualification

CPATax planningWealth transfer planningInternational tax complianceTrustEstate workTax complianceResearchClient relationship managementMentoringCritical thinking

Required

Bachelor's Degree in Accounting
2 years of experience
Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture] or Member of the Bar

Preferred

CPA or Member of the Bar
Consulting with affluent individuals on tax planning
Proficiency in wealth transfer and business succession planning
Knowledge of international tax planning and compliance
Experience with trust or estate work
Technical skills in tax compliance for affluent individuals
Research, writing, and consulting on tax matters
Managing engagements and preparing concise documents
Creating a positive environment and providing timely feedback

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
And more

Company

PwC

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At PwC, we help clients drive their companies to the leading edge.
dateFounded in 1998
location
London, England, GBR
people-size10001+ employees
web-link
http://pwc.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

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Havard Abrahamsen
CEO - Norway
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Alex Sladen
Director - Global Marketing, Media & Partnerships
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