AWM Regulated Investment Company (RIC) Tax Senior Associate

PricewaterhouseCoopers•Boston, MA

11d•Onsite

About The Position

As an AWM Regulated Investment Company (RIC) Tax Senior Associate, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Senior Associate, you will leverage your skills to build meaningful client relationships, manage and inspire others, and navigate complex situations. You are expected to anticipate the needs of your teams and clients, delivering quality work while embracing ambiguity and using these moments as opportunities for growth. In this role, you will utilize a broad range of tools and methodologies to generate new ideas and solve problems. You will develop a deeper understanding of the business context and how it is evolving, using critical thinking to break down complex concepts and interpret data to inform insights and recommendations. Upholding professional and technical standards, you will reinforce the firm's code of conduct and independence requirements, contributing to the delivery of client solutions and the firm's overall business strategies.

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

Demonstrating analytical thinking in tax compliance and planning
Utilizing corporate tax planning strategies for asset management
Drafting tax documents with precision and attention to detail
Embracing change and adapting to regulatory compliance consulting
Monitoring and analyzing financial trends for informed insights
Preparing tax documents with accuracy and efficiency
Navigating complex situations with intellectual curiosity and learning agility

Responsibilities

Reviewing and analyzing financial data to prepare and file tax returns for regulated investment companies
Navigating complex tax regulations to optimize clients' tax positions and minimize risks of non-compliance
Building meaningful client connections and managing relationships to anticipate and address client needs
Utilizing analytical thinking and tax research skills to provide strategic tax planning and compliance advice
Drafting and preparing tax documents to support regulatory submissions and filings
Monitoring and analyzing financial trends to inform insights and recommendations for asset and wealth management clients
Upholding professional and technical standards in accordance with PwC tax and audit guidance
Collaborating with teams to enhance project management and deliver quality client solutions
Embracing change and using intellectual curiosity to develop a deeper understanding of the evolving business context