Prepares and reviews tax returns for regulated investment companies, analyzes financial data and tax regulations, and advises asset and wealth management clients on compliance and tax planning. Builds client relationships, manages teams, drafts regulatory documents, monitors financial trends, and delivers strategic recommendations while maintaining professional, technical, and independence standards.
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
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
#LI-Hybrid
#BI-Hybrid
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
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
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: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
#LI-Hybrid
#BI-Hybrid
PwC San Francisco, California, USA Office
405 Howard Street Suite 600, San Francisco, CA, United States, 94105
PwC San Jose, California, USA Office
488 Amaden Boulevard, San Jose, CA, United States, 95110
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