Private Tax / PFS - FTN - Senior Associate

Specialty / Competency : Entrepreneurial & Private Business (EPB) - General

Industry / Sector : Not Applicable

Time Type : Full time

Travel Requirements : Up to 20%

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 isn't 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.

As part of PwC's Flexibility Talent Network (FTN), you'll 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, you'll apply your technical expertise and problem-solving skills while navigating the complexities of tax compliance in a dynamic and supportive environment.

An FTN member works for a defined period at a specific level as part of an engagement team, serving public and / or private clients across a variety of industries. This flexible career option allows you to contribute meaningfully during key periods of the year while maintaining time for other personal or professional pursuits. FTN members may be invited to return for future engagements based on business needs and performance, supporting seamless client service and a 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

Learn more about how we work :

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 :

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.?

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 :

The salary range for this position is : $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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 :

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