Tax Senior Associate - Personal Financial Services Save for Later Remove job Job at PwC, Rochester, NY

ZnFVL005d0dFZ2FYd0pxL3Fpeksrd0taMVE9PQ==
  • PwC
  • Rochester, NY

Job Description


A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

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.

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.

Job Requirements and Preferences :
Basic Qualifications :

Minimum Degree Required :
Bachelor Degree

Required Fields of Study :
Accounting

Minimum Years of Experience :
2 year(s)

Certification(s) Required :

Certified Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure] or Member of the Bar.

Preferred Qualifications :

Certification(s) Preferred :

CPA or Member of the Bar.

Preferred Knowledge/Skills :

Demonstrates thorough knowledge and proven success consulting with high net worth individuals on some of the following areas:

  • Individual income tax planning;
  • Wealth transfer planning;
  • Business succession planning;
  • International tax planning and tax return compliance; and
  • Trust or estate work.

Demonstrated thorough technical skills in tax compliance for high net worth individuals.

Demonstrated thorough knowledge and professional experience with research, writing and consulting on various tax consulting matters including cross border issues, wealth planning projects, and family business tax structuring. 

Demonstrates a thorough level of abilities with, and/or a proven record of:

  • Success as both an individual contributor and team member, identifying and addressing client needs;
  • Actively participating in client discussions and meetings; communicating a broad range of Firm services; and, managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues;
  • Success as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and,
  • Providing candid, meaningful feedback in a timely manner, keeping leadership informed of progress and issues, answering questions and providing direction to less-experienced staff.
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:

The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link:

#LI-Hybrid

Job Tags

Holiday work, Full time, H1b,

Similar Jobs

VCA Wakefield Animal Hospital

Fear Free(tm) veterinary technicians wanted for hospital expansion Job at VCA Wakefield Animal Hospital

 ...client service. We will consider part-time tech candidates that are...  ...that is fostered here\\ We want you to use the skills you have...  ...the profession, and we want to help you to continue to grow!\\...  ...personal pet care discount, and more. Employment Type: Full-Time

Merican Inc

Network Engineer Job at Merican Inc

 ...Job Role: Network Engineer Location : Getzville, NY Job Description: NOC experience, certification CCNA OR CCNP mandatory. Routing , switching. As a Network Operations Engineer, you will: Provide 1st/2nd line technical support... 

State of Florida

DIGITAL COURT REPORTER - 22011355 Job at State of Florida

 ...Requisition No:841283 Agency: State Courts System Working Title: DIGITAL COURT REPORTER - 22011355Pay Plan: State Courts System Position Number:22011355 Salary: 43,119.36 Annually Posting Closing Date: 01/31/2025 Total Compensation Estimator... 

College of Saint Benedict/Saint John's University

Associate Director of Admission for Recruitment | College of Saint Benedict/Saint John's University Job at College of Saint Benedict/Saint John's University

The School of Theology at Saint John?s University invites applications for a full-time (1.0 FTE), benefit eligible position of Associate Director of Admission for Recruitment. The SOT/SEM Associate Director of Admission for Recruitment serves as member of the SOT... 

All Things HR, LLC

Digital Marketing Client Manager Job at All Things HR, LLC

 ...t s f or s tr a t e g y , e x e cu t i on a nd com m u n i c a t i on. Our core services included; Pay-Per-Click Management, Search Engine Optimization, Paid Social Advertising, Display Advertising, Landing Page Development/Testing and Google...