Talent.com
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
Asset & Wealth Management Regulated Investment Company (RIC) - Senior AssociatePricewaterhouseCoopers • Boston, MA, United States
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PricewaterhouseCoopers • Boston, MA, United States
18 days ago
Job type
  • Full-time
Job description

Industry / Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Associate

Job Description & Summary

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.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

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.

The Opportunity

As part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.

Responsibilities

  • Leading the way as technology-enabled tax advisors
  • Delivering benefits through digitization and automation
  • Solving complex problems with innovative solutions
  • Mentoring and supporting junior team members
  • Upholding exceptional standards in every task
  • Cultivating and maintaining client relationships
  • Gaining a deeper understanding of business contexts
  • Managing and navigating complex scenarios
  • What You Must Have

  • Bachelor's Degree
  • 3 years of experience
  • What Sets You Apart

  • Innovating through new and existing technologies
  • Experimenting with digitization solutions
  • Working with large, complex data sets
  • Building models and leveraging data visualization tools
  • Exposure to pricing and client worth
  • Reviewing contracts and finding new pricing options
  • CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
  • Travel Requirements

    Up to 20%

    Job Posting End Date

    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.

    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 :

    Create a job alert for this search

    Asset Management • Boston, MA, United States

    Related jobs
    Wealth Management Associate

    Wealth Management Associate

    Moody Street Group • Boston, MA, US
    Full-time
    Quick Apply
    The Moody Street Group, LLC , a general agency appointed with OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.We assist our ...Show more
    Last updated: 30+ days ago
    Associate Director, Investments

    Associate Director, Investments

    Mtholyoke • Cambridge, MA, United States
    Full-time +1
    Associate Director, Investments page is loaded## Associate Director, Investmentsremote type : In-Personlocations : Mount Holyoke College - Boston Officetime type : Full timeposted on : Posted 3...Show more
    Last updated: 2 days ago • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Partners Wealth • Boston, MA, United States
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show more
    Last updated: 18 days ago • Promoted
    Senior Investment Associate - Multi-Asset Portfolios

    Senior Investment Associate - Multi-Asset Portfolios

    Partners Capital • Boston, MA, United States
    Full-time
    A global investment firm in Boston is seeking a Senior Investment Associate to manage multi-asset class portfolios for clients. This role offers an opportunity to drive investment strategy and colla...Show more
    Last updated: 6 hours ago • Promoted • New!
    Senior Associate - Valuations

    Senior Associate - Valuations

    BRG • Boston, MA, United States
    Full-time
    Be among the first 25 applicants.BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) portfolio valuation i...Show more
    Last updated: 12 days ago • Promoted
    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager

    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager

    PwC (US) • Boston, MA, US
    Full-time
    Senior Manager, Financial Services Tax.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help business...Show more
    Last updated: 30+ days ago • Promoted
    Asset Management- Associate

    Asset Management- Associate

    Morgan Stanley • Boston, MA, US
    Full-time
    The successful candidate will be responsible for the preservation and financial growth of an assigned portfolio of institutional grade real estate assets for a national multi-sector portfolio (prim...Show more
    Last updated: 30+ days ago • Promoted
    Senior Advisor, Asset Management Compliance

    Senior Advisor, Asset Management Compliance

    Fidelity Investments • Boston, MA, United States
    Full-time
    Senior Advisor, Asset Management Compliance.Senior Advisor, Asset Management Compliance - supporting Fidelity's compliance program operations through monitoring of trade activities to ensure invest...Show more
    Last updated: 12 days ago • Promoted
    Associate Director; Private Equity Fund Accounting (East Coast Region)

    Associate Director; Private Equity Fund Accounting (East Coast Region)

    SS&C Technologies • Boston, MA, United States
    Full-time
    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se...Show more
    Last updated: 30+ days ago • Promoted
    Senior Investment Associate, UHNW Portfolios

    Senior Investment Associate, UHNW Portfolios

    Citigroup Inc. • Boston, MA, United States
    Full-time
    A leading financial services company is seeking an Investment Associate Sr Analyst in Boston, MA.This role involves providing sophisticated investment advice to Ultra High Net Worth clients, requir...Show more
    Last updated: 4 days ago • Promoted
    Senior Advisor, Asset Management Compliance

    Senior Advisor, Asset Management Compliance

    Soteria Reinsurance Ltd. • Boston, MA, United States
    Full-time
    Senior Advisor, Asset Management Compliance page is loaded## Senior Advisor, Asset Management Compliancelocations : Boston, MAtime type : Full timeposted on : Posted Todayjob requisition id : 2...Show more
    Last updated: 12 days ago • Promoted
    Director, Wealth Management

    Director, Wealth Management

    Masis Professional Group • Boston, MA, United States
    Full-time
    Fanning – a division of Masis Staffing Solutions, LLC.Maintain a keen understanding of client investment objectives, including tax and estate planning needs. Provide customized counsel with portfoli...Show more
    Last updated: 12 days ago • Promoted
    Senior Investment Operations Associate - Wealth Management

    Senior Investment Operations Associate - Wealth Management

    Sentry Hill Financial Advisors, Northwestern Mutual • Boston, MA, United States
    Full-time
    Senior Investment Operations Associate - Wealth Management.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. Sentry Hill Financial Advisors, Northwester...Show more
    Last updated: 18 hours ago • Promoted • New!
    Wealth Advisor Associate

    Wealth Advisor Associate

    Confidential • Boston, MA, United States
    Full-time
    Join a premier investment advisor and manager dedicated to delivering sophisticated financial solutions.We are looking for ambitious Wealth Advisor Associates to join our Private Wealth Division.Th...Show more
    Last updated: 18 days ago • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    Stout • Boston, MA, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show more
    Last updated: 30+ days ago • Promoted
    Senior Investment Associate

    Senior Investment Associate

    Atlantic Group • Boston, MA, United States
    Full-time
    This range is provided by Atlantic Group.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. This role works closely with senior professionals to an...Show more
    Last updated: 10 days ago • Promoted
    Securities Reconciliation Associate

    Securities Reconciliation Associate

    Kelmar • Wakefield, MA, United States
    Full-time
    The Securities Reconciliation Associate will be responsible for performing research and analysis related to client unclaimed property records. The Securities Reconciliation Associate will perform ta...Show more
    Last updated: 30+ days ago • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Financial Partners • Boston, MA, US
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show more
    Last updated: 30+ days ago • Promoted