PricewaterhouseCoopers - New York, NY

posted 2 months ago

Full-time - Mid Level
New York, NY
Professional, Scientific, and Technical Services

About the position

The Senior Associate position in PwC's Personal Financial Service practice focuses on providing advisory services to private companies and high net worth individuals. The role involves assisting clients with audit, tax compliance, and planning to enhance operational efficiency and support personal wealth strategies. The position offers the opportunity to engage with clients throughout the business life cycle, from inception to transition, while developing and implementing plans to achieve their financial goals.

Responsibilities

  • Assist private companies with business advisory needs such as audit, tax compliance, and planning.
  • Analyze tax efficiencies related to income tax, investment, insurance, and risk management.
  • Develop, design, and implement plans for clients to achieve personal wealth goals.
  • Work collaboratively as part of a team to solve complex business issues from strategy to execution.
  • Provide coaching and stretch opportunities to team members to enhance their skills and performance.
  • Review work for quality, accuracy, and relevance, ensuring high standards are met.
  • Communicate effectively with clients and team members, influencing and connecting in a structured manner.

Requirements

  • Bachelor's degree in Accounting or related field.
  • Minimum of 2 years of experience in a relevant field.
  • Certified Public Accountant (CPA) or commitment to pass CPA exam before promotion to Manager.
  • Demonstrated knowledge in individual income tax planning, wealth transfer planning, and business succession planning.

Nice-to-haves

  • Experience with international tax planning and compliance.
  • Knowledge of trust or estate work.
  • Proven success in consulting with high net worth individuals.
  • Strong research and writing skills in tax consulting matters.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401k retirement plan
  • Paid holidays
  • Vacation pay
  • Annual discretionary bonus
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