PwC Experience Center Stockholm · 1 day ago
Tax Senior Associate - Personal Financial Services
Albany, New York Metropolitan Area
Full-time
Hybrid
Mid, Senior Level
$77K/yr - $214K/yr
2+ years expPwC 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 through audit and tax compliance, and building client relationships while navigating complex financial situations.
Consulting
No H1B
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
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 Experience Center Stockholm
PwC Experience Center Stockholm is a Design Services industry.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase