Asset & Wealth Management - Tax Senior Associate

PwC US Tax LLP
Silicon Valley,CA
Full-time

Description

SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business.

You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners.

You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

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 unstructured problems.
  • 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 relevance.
  • 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 relationships.
  • Uphold the firm's code of ethics and business conduct.

Additional Responsibilities :

PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication.

Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

Custom Orgs : Global LoS :

Global LoS :

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

Bachelor Degree

Required Fields of Study :

Accounting

Additional Educational Requirements :

Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations

Minimum Years of Experience :

2 year(s)

Preferred Qualifications :

Certification(s) Preferred :

CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar.

Preferred Knowledge / Skills :

Demonstrates thorough knowledge and / or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles.

Demonstrates thorough abilities and / or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by :

  • 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;
  • 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.

As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.

Experimentation with automation & digitization in a professional services environment including but not limited to :

  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
  • Working with large, complex data sets to build models and leverage data visualization tools.

Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to / whatwedotax

Travel Requirements

Up to 20%

Job Posting End Date

Learn more about 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 employer.

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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage.

Please visit this link for information about anticipated application deadlines : 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 :

30+ days ago
Related jobs
Promoted
Kelly Science, Engineering, Technology & Telecom
Foster City, California

Clinical Trial Management Associate (senior ctma). Meets all requirements for Clinical Trial Management Associate (CTMA) grade 25 position with demonstrable proficiency. Participates in the functional review of study protocol and other study related documents such as clinical sample management plan,...

Promoted
JP Morgan Chase & Co.
Palo Alto, California

Morgan is a global leader in asset and wealth management with assets under supervision of $2. Morgan is a global leader in asset and wealth management with assets under supervision of $2. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with ...

KPMG-UnitedStates
Santa Clara, California

Minimum eight years of recent experience performing tax research, reviewing state income tax returns and providing technical advice on multi-state tax issues specific to the asset management industry. Senior Manager, State Income Tax - Asset Management. KPMG is currently seeking a Senior Manager to ...

Deloitte
San Jose, California

As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting proje...

Bank of America
Palo Alto, California

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on thei...

Career Search Associates
San Jose, California

The Tax Supervising Senior is responsible for the efficient, accurate, complete and timely preparation of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and Supervising Senior skills are required. The tax...

Deloitte
San Jose, California

At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps legal and tax departments pursue a streamlined, transparent, and efficient function that enhances the core responsibilities of contracting, compliance, reporting and planning, while also positioning legal and tax as a for the di...

KPMG-UnitedStates
Santa Clara, California

Senior Manager, Asset Management. KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professiona...

Schuback Search Associates
San Jose, California

Well, established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff. Preparation of individual, corporate, partnership, LLC, trust, and bankruptcy tax returns. Operations management analysis and consulting. ...

R.L. Wilson & Associates
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. Pr...