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Partner Tax Preparation Advisor Senior Associate
Partner Tax Preparation Advisor Senior AssociateCalifornia Staffing • San Diego, CA, US
Partner Tax Preparation Advisor Senior Associate

Partner Tax Preparation Advisor Senior Associate

California Staffing • San Diego, CA, US
1 day ago
Job type
  • Full-time
Job description

Senior Associate - Internal Tax - Independence Requirement

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 optimize their tax positions. In private tax at PwC, you will focus on providing personalized 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, 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
  • 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.

    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.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage.

    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.

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    Tax Senior Associate • San Diego, CA, US

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