Partner Tax Preparation Advisor Associate

PwC•Boston, MA

1d•$50,500 - $112,500

About The Position

As a Partner Tax Preparation Advisor Associate you will support private tax work within our Tax Services practice, focusing on personalized tax planning and compliance for high-net-worth individuals and privately owned businesses. As an Associate you will bring curiosity, adaptability, and reliability to a fast-paced environment, learning from a variety of client situations and team needs while taking ownership of assigned work and contributing to quality outcomes. In this role at PwC, you will gather and organize information from multiple sources, apply tax and accounting knowledge, and support the preparation of client deliverables with attention to detail and professional standards.

Requirements

At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
At least 1 years of experience

Nice To Haves

Applying partnership tax preparation knowledge for private clients
Preparing tax documents, returns, and trust documents
Gathering information from varied sources and identifying patterns
Actively listening, asking questions, and clearly expressing ideas
Learning professional tax standards and independence requirements
Adapting to client needs in a fast-paced environment

Responsibilities

Preparing partnership tax returns and related supporting schedules for private clients and privately owned businesses
Gathering, organizing, and validating tax data from client records, prior returns, and internal sources
Drafting tax documents, calculations, and workpapers to support filing positions and compliance activities
Reconciling account balances and reviewing financial information to identify discrepancies and follow-up items
Researching tax rules, legislation updates, and filing requirements to support accurate preparation work
Applying tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters
Monitoring deadlines and status updates to support timely completion of recurring tax preparation tasks
Communicating findings, questions, and needed information to team members and client contacts in a clear manner