Tax Senior Associate - Personal Financial Services
Location: New York
Posted on: November 20, 2023
Specialty/Competency: Entrepreneurial & Private Business (EPB) -
Industry/Sector: Not Applicable
Time Type: Full time
Travel Requirements: Up to 20%
A career in our Personal Financial Service practice, within PwC
Private, will provide the opportunity to help private companies
with a range of business advisory needs such as audit, tax
compliance, and planning to help improve their operational
efficiency and to free up time that can be spent focusing on
business strategy. You'll have the opportunity to experience the
entire business life cycle of a private company from inception to
growth, maturity and transition. Our team helps our clients
develop, design and implement plans to achieve their personal
wealth goals and ensure maintenance for future generations. You'll
focus on analysing the tax efficiencies of income tax, investment,
insurance and risk, and other lifestyle investments planning to
establish a foundation for financial longevity." Our PwC Private
teams help entrepreneurs, private business owners and family
enterprises manage their ownership and growth at every stage, in a
way that fits the needs of their business in today's changing
To really stand out and make us fit for the future in a constantly
changing world, each and every one of us at PwC needs to be a
purpose-led and values-driven leader at every level. To help us
achieve this we have the PwC Professional; our global leadership
development framework. It gives us a single set of expectations
across our lines, geographies and career paths, and provides
transparency on the skills we need as individuals to be successful
and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem
solvers, helping to solve complex business issues from strategy to
execution. PwC Professional skills and responsibilities for this
management level include but are not limited to:
- Use feedback and reflection to develop self awareness, personal
strengths and address development areas.
- Delegate to others to provide stretch opportunities, coaching
them to deliver results.
- Demonstrate critical thinking and the ability to bring order to
- Use a broad range of tools and techniques to extract insights
from current industry or sector trends.
- Review your work and that of others for quality, accuracy and
- Know how and when to use tools available for a given situation
and can explain the reasons for this choice.
- Seek and embrace opportunities which give exposure to different
situations, environments and perspectives.
- Use straightforward communication, in a structured way, when
influencing and connecting with others.
- Able to read situations and modify behavior to build quality
- Uphold the firm's code of ethics and business conduct. Working
with our Private Company Services Personal Financial Services
practice will provide the opportunity to help High Net Worth
Individuals & private wealth management structures with a range of
advisory needs such as audit, tax compliance, & planning to improve
their operational efficiency & free up time to be spent focusing on
personal wealth strategy. Our team helps our clients develop,
design & implement plans to achieve their personal wealth goals &
maintenance for future generations.
Job Requirements and Preferences :
Basic Qualifications :
Minimum Degree Required :
Required Fields of Study :
Minimum Years of Experience :
Certification(s) Required :
Certified Public Accountant [or commitment to pass CPA exam before
being promoted to Manager and thereafter obtain CPA licensure] or
Member of the Bar.
Preferred Qualifications :
Certification(s) Preferred :
CPA orMember of the Bar.
Preferred Knowledge/Skills :
Demonstrates thorough knowledge and proven success consulting with
high net worth individuals on some of the following areas:
- Individual income tax planning;
- Wealth transfer planning;
- Business succession planning;
- International tax planning and tax return compliance; and
- Trust or estate work. Demonstrated thorough technical skills in
tax compliance for high net worth individuals.
Demonstrated thorough knowledge and professional experience with
research, writing and consulting on various tax consulting matters
including cross border issues, wealth planning projects, and family
business tax structuring.
Demonstrates a thorough level of abilities with, and/or a proven
- Success as both an individual contributor and team member,
identifying and addressing client needs;
- Actively participating in client discussions and meetings;
communicating a broad range of Firm services; and, managing
engagements, including preparing concise, accurate documents and
maintaining project economics while maintaining flexibility for
- Success as a team leader: creating a positive environment by
monitoring workloads of the team while meeting client expectations
and respecting the work-life quality of team members; and,
- Providing candid, meaningful feedback in a timely manner,
keeping leadership informed of progress and issues, answering
questions and providing direction to less-experienced staff.
Learn more about how we work: https://pwc.to/how-we-work
PwC does not intend to hire experienced or entry level job seekers
who will need, now or in the future, PwC sponsorship through the
H-1B lottery, except as set forth within the following policy:
All qualified applicants will receive consideration for employment
at PwC without regard to race; creed; color; religion; national
origin; sex; age; disability; sexual orientation; gender identity
or expression; genetic predisposition or carrier status; veteran,
marital, or citizenship status; or any other status protected by
law. PwC is proud to be an affirmative action and equal opportunity
For positions based in San Francisco, consideration of qualified
candidates with arrest and conviction records will be in a manner
consistent with the San Francisco Fair Chance Ordinance.
For positions in California, Colorado, Hawaii, Nevada, New York
State, or Washington State, or for opportunities that will report
to a supervisor, office or other work site in New York State,
please visit the following link for pay range information:
Keywords: PwC, New York , Tax Senior Associate - Personal Financial Services, Accounting, Auditing , New York, New York
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