Tax Senior Associate

• Review and analyze financial data to prepare and file tax returns for regulated investment companies
• Navigate complex tax regulations to optimize clients' tax positions and minimize risks of non-compliance
• Build meaningful client connections and manage relationships to anticipate and address client needs
• Utilize analytical thinking and tax research skills to provide strategic tax planning and compliance advice
• Draft and prepare tax documents to support regulatory submissions and filings
• Monitor and analyze financial trends to inform insights and recommendations for asset and wealth management clients
• Uphold professional and technical standards in accordance with PwC tax and audit guidance
• Collaborate with teams to enhance project management and deliver quality client solutions
• Embrace change and develop a deeper understanding of the evolving business context

• 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
• 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
• Ability to work with up to 20% travel
• Must not require PwC sponsorship through the H-1B lottery, except as set forth in PwC policy

Demonstrates expertise in tax compliance and planning, with a strong focus on corporate tax strategies for asset management. Capable of analyzing financial data and navigating complex tax regulations to provide strategic insights and maintain compliance.

• Tax Compliance
• Analytical Thinking
• Corporate Tax Planning
• Tax Document Preparation
• Financial Trend Analysis

• Tax Return Preparation
• Financial Data Analysis
• Regulatory Compliance
• Tax Research
• Strategic Tax Planning

• Client Relationship Management
• Attention to Detail
• Adaptability
• Collaboration
• Intellectual Curiosity

• Bachelor's Degree
• CPA Eligibility
• Bar Membership
• Tax Credentials

• Regulated Investment Companies
• Asset Management
• PwC Tax Guidance
• Financial Trends
• Compliance Consulting