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PwC US Tax LLP
AWM Regulated Investment Company (RIC) Tax Senior Associate
Career Insights for Tax Specialist
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Scorecard
Based on Massachusetts data
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What they do
A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
$91,049 / year median in Massachusetts
-3% projected decline
Job Description
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary The Opportunity As an AWM Regulated Investment Company (RIC) Tax Senior Associate, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Senior Associate, you will leverage your skills to build meaningful client relationships, manage and inspire others, and navigate complex situations. You are expected to anticipate the needs of your teams and clients, delivering quality work while embracing ambiguity and using these moments as opportunities for growth. In this role, you will utilize a broad range of tools and methodologies to generate new ideas and solve problems. You will develop a deeper understanding of the business context and how it is evolving, using critical thinking to break down complex concepts and interpret data to inform insights and recommendations. Upholding professional and technical standards, you will reinforce the firm's code of conduct and independence requirements, contributing to the delivery of client solutions and the firm's overall business strategies. Responsibilities
- Reviewing and analyzing financial data to prepare and file tax returns for regulated investment companies
- Navigating complex tax regulations to optimize clients' tax positions and minimize risks of non-compliance
- Building meaningful client connections and managing relationships to anticipate and address client needs
- Utilizing analytical thinking and tax research skills to provide strategic tax planning and compliance advice
- Drafting and preparing tax documents to support regulatory submissions and filings
- Monitoring and analyzing financial trends to inform insights and recommendations for asset and wealth management clients
- Upholding professional and technical standards in accordance with PwC tax and audit guidance
- Collaborating with teams to enhance project management and deliver quality client solutions
- Embracing change and using intellectual curiosity to develop a deeper understanding of the evolving business context What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity). What Sets You Apart
- Demonstrating analytical thinking in tax compliance and planning
- Utilizing corporate tax planning strategies for asset management
- Drafting tax documents with precision and attention to detail
- Embracing change and adapting to regulatory compliance consulting
- Monitoring and analyzing financial trends for informed insights
- Preparing tax documents with accuracy and efficiency
- Navigating complex situations with intellectual curiosity and learning agility Travel Requirements Up to 20% Job Posting End Date The salary range for this position is: $77,000
- $214,000.
Benefits
- Sick Leave
- 401(k) Plans
- Health Insurance
- Dental Insurance