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Asset and Wealth Management Tax Senior

Company: PWC
Location: New York
Posted on: March 14, 2018

Job Description:

PwC/LOS OverviewPwC is a network of firms committed to delivering quality in assurance, tax and advisory services.We help resolve complex issues for our clients and identify opportunities. Learn more about us at

At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional ( provides our people with a road map to grow their skills and build their careers. Our approach to ongoing development shapes employees into leaders, no matter the role or job title.

Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready- to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at

The PwC network is a global market leader in tax services.We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services.With over 32,000 tax professionals, this means that the PwC network can support our clients both locally and globally.We have experience working with an expansive and diverse client-base, which comprises all types of businesses-multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.Job DescriptionThe Financial Services Industry Group consists of over 34,000 industry-dedicated professionals worldwide, including over 4,500 in the U.S., who serve multinational banks, insurance companies, investment managers, broker-dealers, and hedge funds. PwC serves more of the largest and most complex financial services companies than any other firm. Moreover, our extensive, integrated global network of industry-dedicated resources enables us to apply this knowledge on our clients' behalf whenever and wherever they need it. PricewaterhouseCoopers' Investment Management Industry Group provides tax consulting and compliance services to many of the world's largest mutual funds, common trust funds, limited partnerships, hedge funds, pension funds, annuities, trusts and industry service providers.Position/Program RequirementsMinimum Years of Experience: 3

Minimum Degree Required: Bachelor's degree in Accounting provided all of the minimum requirements are met for CPA licensure per respective state regulations

Certification(s) Required: CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent or Member of the Bar

Knowledge Preferred:
Working knowledge and experience with compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
Working knowledge of alternative investment strategies and vehicles.

Skills Preferred:
Proficient technical skills with the preparation of partnership tax forms and Forms K1 and 1040.
Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Demonstrated experience 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; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

Keywords: PWC, New York, Asset and Wealth Management Tax Senior, Accounting, Auditing, New York, New York

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