Talent.com
Tax Senior Associate - Personal Financial Services

Tax Senior Associate - Personal Financial Services

Boston StaffingBoston, MA, US
6 days ago
Job type
  • Full-time
Job description

Senior Associate

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analyzing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity.

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to :

  • Use feedback and reflection to develop self awareness, personal strengths and address development areas.
  • Delegate to others to provide stretch opportunities, coaching them to deliver results.
  • Demonstrate critical thinking and the ability to bring order to unstructured problems.
  • Use a broad range of tools and techniques to extract insights from current industry or sector trends.
  • Review your work and that of others for quality, accuracy and relevance.
  • Know how and when to use tools available for a given situation and can explain the reasons for this choice.
  • Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
  • Use straightforward communication, in a structured way, when influencing and connecting with others.
  • Able to read situations and modify behavior to build quality relationships.
  • Uphold the firm's code of ethics and business conduct.

The Opportunity As part of the PwC Private Personal Financial Service team you are expected to help affluent individuals & private wealth management structures with a range of advisory needs. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations and growing your personal brand.

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
  • What You Must Have

  • 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.
  • What Sets You Apart

  • 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
  • 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 : https : / / pwc.to / H-1B-Lottery-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 : https : / / pwc.to / us-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 : https : / / pwc.to / benefits-at-a-glance

    Create a job alert for this search

    Tax Senior Associate • Boston, MA, US

    Related jobs
    • Promoted
    Financial Services Tax - Real Estate Senior Associate

    Financial Services Tax - Real Estate Senior Associate

    Boston StaffingBoston, MA, US
    Full-time
    Job Opportunity : Senior Associate, Financial Services Tax Practice.A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our ...Show moreLast updated: 5 days ago
    • Promoted
    Tax Senior Associate

    Tax Senior Associate

    Quix Recruitment Group LtdBoston, MA, US
    Full-time
    Quix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a.Tax Line of Service, based in the Cayman Islands. This role offers you the opportunity...Show moreLast updated: 30+ days ago
    • Promoted
    Private Partnership Solutions (PPS) - Tax Senior Associate

    Private Partnership Solutions (PPS) - Tax Senior Associate

    Boston StaffingBoston, MA, US
    Full-time
    A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operatio...Show moreLast updated: 6 days ago
    • Promoted
    Tax Senior

    Tax Senior

    JobotNorth Providence, RI, US
    Full-time
    Top Public Accounting Firm in New England!.This Jobot Job is hosted by : Kevin Shilney.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $80,000 - $...Show moreLast updated: 30+ days ago
    • Promoted
    Private Wealth Services - Tax Senior Associate

    Private Wealth Services - Tax Senior Associate

    Grant Thornton LLPBoston, MA, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show moreLast updated: 13 days ago
    • Promoted
    Tax Senior Manager - Personal Financial Services

    Tax Senior Manager - Personal Financial Services

    PwCBoston, MA, United States
    Full-time
    Entrepreneurial & Private Business (EPB) - General.A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of bu...Show moreLast updated: 10 days ago
    • Promoted
    Global Mobility Tax - Senior Associate

    Global Mobility Tax - Senior Associate

    Vialto PartnersBoston, MA, United States
    Full-time
    Vialto Partners is a market leader in global mobility services.Our purpose is to 'Connect the world'.We are unique and the only stand-alone global mobility business. This presents a rare opportunity...Show moreLast updated: 2 days ago
    • Promoted
    Tax Senior Associate

    Tax Senior Associate

    EisnerAmperBoston, MA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmperBoston, MA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior Manager - Personal Financial Services

    Tax Senior Manager - Personal Financial Services

    Boston StaffingBoston, MA, US
    Full-time
    A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance...Show moreLast updated: 6 days ago
    • Promoted
    Senior Tax Associate

    Senior Tax Associate

    Catalyst Labs, LLCBoston, MA, United States
    Full-time
    About the job Senior Tax Associate.This is an exceptional opportunity for an experienced tax professional to step into a management role in Big 4, one of the worlds foremost international financial...Show moreLast updated: 2 days ago
    • Promoted
    Tax Senior Associate - Healthcare

    Tax Senior Associate - Healthcare

    EisnerAmperBoston, MA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Private Partnership Solutions (PPS) - Tax Senior Associate

    Private Partnership Solutions (PPS) - Tax Senior Associate

    PwCBoston, MA, United States
    Full-time
    A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operatio...Show moreLast updated: 2 days ago
    • Promoted
    State and Local Tax Financial Services Senior Associate

    State and Local Tax Financial Services Senior Associate

    PwCBoston, MA, United States
    Full-time
    A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related t...Show moreLast updated: 2 days ago
    • Promoted
    Private Wealth Services - Tax Senior Associate

    Private Wealth Services - Tax Senior Associate

    Massachusetts StaffingBoston, MA, US
    Full-time
    Private Wealth Services Tax Senior Associate.As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax...Show moreLast updated: 7 days ago
    • Promoted
    Tax Senior - Financial Services (Hybrid)

    Tax Senior - Financial Services (Hybrid)

    EisnerAmperBoston, MA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 6 days ago
    • Promoted
    Asset & Wealth Management - Tax Senior Associate

    Asset & Wealth Management - Tax Senior Associate

    PwCBoston, MA, United States
    Full-time
    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...Show moreLast updated: 2 days ago
    • Promoted
    Tax Senior Associate

    Tax Senior Associate

    gpacBelmont, MA, United States
    Full-time
    A boutique full-service tax preparation firm - handling everything from simple individual returns to more complex small business, S-corporation, estate, and trust returns - our client is seeking a ...Show moreLast updated: 2 days ago