Asset & Wealth Management - Tax Senior Associate

PricewaterhouseCoopers•Miami, NY

3d•Hybrid

About The Position

As an Asset & Wealth Management Tax Senior Associate, you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules. As a Senior Associate, you will manage assigned workstreams, analyze complex issues, build meaningful client connections, and guide junior team members while deepening your technical skills and business understanding. In this role at PwC, you will contribute within our Tax practice, using critical thinking to interpret data, respond to changing client needs, and maintain professional and technical standards while delivering work that aligns with the broader objectives of the engagement.

Requirements

At least a Bachelor's degree
At least 2 years of experience
Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).

Nice To Haves

Tax compliance experience supporting asset and wealth management clients
Preparing tax returns, workpapers, and supporting documentation
Analyzing tax data to inform insights and recommendations
Using tax research tools and accounting practices
Anticipating client needs while managing multiple workstreams
Building client connections while guiding junior team members

Responsibilities

Reviewing client tax data, financial statements, and supporting records to prepare and file tax returns
Analyzing tax law, regulatory updates, and client fact patterns to identify filing requirements and reporting implications
Preparing tax workpapers, schedules, and draft submissions for asset and wealth management clients
Interpreting complex compliance issues and translating findings into clear recommendations for engagement teams
Coordinating multiple workstreams and tracking deadlines across tax compliance engagements
Applying tax research and accounting knowledge to support return positions and resolve technical questions
Monitoring data for inconsistencies, missing items, and potential filing risks before submission
Supporting client communications by responding to information requests and clarifying documentation needs
Guiding junior team members on assigned tasks and reviewing work for completeness and accuracy
Contributing to process improvements that streamline tax compliance delivery and strengthen recurring engagement workflows