Partner Tax Preparation Advisor Senior Associate

PricewaterhouseCoopers•Dallas, NY

8d•Remote

About The Position

As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice and guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. As a Senior Associate, you will build meaningful client connections, manage and inspire others, and navigate increasingly complex situations. You will grow your personal brand and deepen your technical skills while anticipating the needs of your teams and clients to deliver quality outcomes. In this role at PwC, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems. You will use critical thinking to break down complex concepts and develop a deeper understanding of the business context and how it is evolving. By interpreting data to inform insights and recommendations, you will uphold and reinforce professional and technical standards, contributing to the firm's overall strategy. This opportunity allows you to embrace ambiguity, ask questions, and use these moments as opportunities for growth and development.

Requirements

At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
At least 2 years of experience

Nice To Haves

At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Understanding individual tax compliance and planning for executives
Preparing and reviewing individual tax returns and tax planning
Excelling in analytical thinking and problem-solving
Demonstrating proficiency in tax preparation and compliance
Utilizing skills in corporate tax planning and documentation
Navigating complex tax legislation and governance
Developing insights through financial statement analysis
Embracing change and learning agility in dynamic environments
Building meaningful client relationships and managing expectations

Responsibilities

Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses
Navigating complex tax regulations to optimize client tax positions and strategies
Preparing and reviewing tax documents, including tax returns and trust and estate documents
Conducting financial statement analysis to inform tax planning and compliance decisions
Monitoring and analyzing financial trends to identify tax opportunities and risks
Drafting and maintaining accurate tax documentation and reports
Upholding professional and technical standards in line with PwC's tax guidance and code of conduct
Utilizing analytical thinking to break down complex tax concepts and provide clear recommendations
Building and maintaining meaningful client relationships to understand and anticipate their tax needs
Collaborating with internal teams to deliver comprehensive tax services and solutions