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Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PwC (US)Boston, MA, US
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Senior Associate, Industry Tax Practice

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimize their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to :

  • Respond effectively to the diverse perspectives, needs, and feelings of others.
  • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
  • Use critical thinking to break down complex concepts.
  • Understand the broader objectives of your project or role and how your work fits into the overall strategy.
  • Develop a deeper understanding of the business context and how it is changing.
  • Use reflection to develop self awareness, enhance strengths and address development areas.
  • Interpret data to inform insights and recommendations.
  • Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity As part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.

Responsibilities - Leading the way as technology-enabled tax advisors - Delivering benefits through digitization and automation - Solving complex problems with innovative solutions - Mentoring and supporting junior team members - Upholding exceptional standards in every task - Cultivating and maintaining client relationships - Gaining a deeper understanding of business contexts - Managing and navigating complex scenarios

What You Must Have - Bachelor's Degree - 3 years of experience

What Sets You Apart - Innovating through new and existing technologies - Experimenting with digitization solutions - Working with large, complex data sets - Building models and leveraging data visualization tools - Exposure to pricing and client worth - Reviewing contracts and finding new pricing options - CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

Travel Requirements Up to 20%

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Asset Management • Boston, MA, US

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