Senior Tax Associate - Personal Financial Services

Specialty/Competency: Entrepreneurial & Private Business (EPB) - General Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% Join our dynamic Personal Financial Service practice at PwC Private, where you'll engage with private companies offering a range of advisory services including tax compliance and strategic planning. This is your chance to experience the full spectrum of the business life cycle from inception through growth to transition. You'll assist clients in creating, implementing, and maintaining effective plans that align with their personal wealth objectives and ensure sustainability for future generations. Our team focuses on optimizing tax efficiencies in a variety of areas including income tax, investments, insurance, and risk management. You will collaborate with entrepreneurs, private business owners, and family enterprises, helping them manage their growth and ownership in today's ever-evolving global environment. At PwC, we aspire to be purpose-led and values-driven leaders. We utilize the PwC Professional framework to cultivate critical skills for success at every level, ensuring a clear path for career advancement. As a Senior Associate, you’ll work alongside a team of dedicated problem solvers, tackling intricate business challenges from inception to execution. The PwC Professional framework encompasses capabilities and responsibilities that include: Utilizing feedback for self-awareness and personal development. Delegating tasks to foster growth in team members while guiding them towards results. Exercising critical thinking to manage unstructured problems effectively. Employing diverse tools and techniques for insights into current industry trends. Reviewing work for quality and relevance. Understanding when and how to utilize available tools appropriately. Seeking opportunities that expose you to varied situations and perspectives. Communicating effectively to influence and connect with stakeholders. Building and maintaining quality relationships through adaptable behavior. Adhering to the firm's code of ethics and conduct. The Opportunity Your role as a Senior Associate within the Personal Financial Services team will involve advising affluent individuals and managing their wealth structures. You will be tasked with resolving complex issues, mentoring your peers, and upholding the highest standards of service. This role provides a platform for you to reinforce client relationships and deepen your understanding of their business environments while honing your personal brand in complex situations. Primary Responsibilities: Provide advisory services to individuals. Enhance operations through effective audit and tax compliance. Develop strategies for personal wealth goals. Tackle complex problems while mentoring team members. Ensure excellence in deliverables. Foster and nurture client relationships. Gain a thorough understanding of diverse business contexts. Navigate complex challenges to enhance your personal brand. Qualifications: Bachelor's Degree in Accounting. 2 years of relevant experience. Public Accountant or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or be a Member of the Bar. What Sets You Apart: CPA or Member of the Bar qualifications. Experience in consulting affluent individuals on tax planning. Expertise in wealth transfer and business succession planning. Knowledge of international tax planning and compliance. Experience in trust or estate work. Technical skills related to tax compliance for high-net-worth individuals. Skills in research, writing, and consulting on tax issues. Engagement management and document preparation competencies. Creating a positive work environment and providing constructive feedback. Join us in this pivotal role and be part of a team committed to delivering exceptional value to our clients! The salary range for this position is: $77,000 - $214,000. Actual compensation will depend on individual skills, experience, and location. We also offer an annual discretionary bonus and a comprehensive benefits package including medical, dental, vision, 401k, holiday pay, vacation, and more.

Created: 2026-03-04