Partner Tax Preparation Advisor Senior Associate

IFS - Finance Senior Associate

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.

The Opportunity

As part of the Internal Tax - Independence Requirement team you are responsible for managing individual tax compliance and planning for executives, including partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning. 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, while navigating increasingly complex situations to grow your personal brand and technical proficiency.

Responsibilities

Manage individual tax compliance and planning for executives

Handle partnership K-1 income, state tax credits, and composite returns

Conduct AMT and year-end planning

Analyze intricate tax problems and provide solutions

Mentor and guide junior team members

Maintain elevated standards in deliverables

Build and nurture client relationships

Develop a thorough understanding of the business @context

What You Must Have

Bachelor's Degree in Accounting, Finance

2 years of experience

Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture], Enrolled Agent or Member of the Bar.

What Sets You Apart

Master's Degree in Business Administration / Management, Finance, Accounting, Economics preferred

Understanding individual tax compliance and planning for executives

Understanding of professional service environments

Preparing and reviewing individual tax returns and tax planning

Working with team members virtually

Identifying and addressing client tax issues

Managing engagements and balancing project economics

Demonstrating experience as a project leader

Creating a positive environment by managing deadlines and workload

The salary range for this position is : $55,000 - $187,000, 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.