Private Tax/PFS - FTN - Senior Associate

Industry/Sector

Specialism

Management Level

Job Description & Summary

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.

As part of PwC’s Flexibility Talent Network (FTN), you’ll join our Tax Compliance team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, you’ll apply your technical expertise and problem-solving skills while navigating the complexities of tax compliance in a dynamic and supportive environment.

An FTN member works for a defined period at a specific level as part of an engagement team, serving public and/or private clients across a variety of industries. This flexible career option allows you to contribute meaningfully during key periods of the year while maintaining time for other personal or professional pursuits. FTN members may be invited to return for future engagements based on business needs and performance, supporting seamless client service and a consistent team experience.

Responsibilities

- Provide exceptional tax services to affluent individuals
- Analyze intricate tax compliance issues and develop impactful solutions
- Navigate the complexities of financial planning and wealth transfer
- Enhance technical proficiency in tax compliance practices
- Contribute to a supportive and dynamic team environment
- Uphold professional standards and ethical practices

What You Must Have

- Bachelor's Degree in Accounting

- 2 years of experience
- Job seekers must demonstrate all of the minimum requirements are met for Certified Public Accountant licensure per respective state regulations
What Sets You Apart
- Certified Public Accountant license
- Considerable knowledge of financial planning and wealth transfer
- Skilled in Form 1040 and Form K1 compliance
- Demonstrated experience in client engagement and discussions
- Actively participating in client meetings and addressing needs

Travel Requirements

Job Posting End Date