Provide tax advisory and compliance services to banking and capital markets clients, including cross-border tax structuring, financial analysis, regulatory compliance, mentoring junior staff, and building client relationships while staying current on tax regulations and delivering strategic solutions.
The Opportunity
As a Banking & Capital Markets Tax Senior Associate, you will play a pivotal role in our Financial Services Tax practice, helping clients navigate the complex national and international tax environment. You will provide strategic consulting on business analysis, working capital management, and profit sharing, while advising on local and overseas tax affairs. As a Senior Associate, you will leverage your skills to analyze complex problems, mentor junior team members, and maintain professional standards. You will focus on building meaningful client relationships and developing a deeper understanding of the business context, navigating complexity with confidence.
In this role within our Tax practice, you will be instrumental in helping clients address the challenges of a continuously changing tax world. You will assist in tax structuring and provide insights on the tax implications of deals and investments across various jurisdictions. Your ability to anticipate client needs and deliver quality solutions will be key to your success. Embracing increased ambiguity, you will use these moments as opportunities to grow, enhancing your personal brand and technical skills.
Responsibilities
- Advising clients on local and international tax obligations and strategies to manage tax impacts on their business
- Assisting in the preparation and review of tax documents, confirming compliance with regulatory requirements
- Analyzing financial statements and trends to provide insights on tax implications and opportunities
- Collaborating with clients to develop tax planning strategies that align with their business objectives
- Conducting research on tax regulations and providing guidance on tax structuring and compliance
- Supporting the management of operational tax risks and advising on tax implications of cross-border transactions
- Utilizing analytical thinking to solve complex tax issues and deliver strategic solutions
- Mentoring junior team members and providing feedback to enhance their development and performance
- Building and maintaining client relationships to understand their needs and deliver tailored tax services
- Engaging in continuous learning to stay updated on industry trends and tax regulations
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 proficiency in Corporate Tax Planning and Tax Compliance
- Utilizing analytical thinking to monitor and analyze financial trends
- Drafting and preparing comprehensive tax documents and submissions
- Embracing change and demonstrating learning agility in dynamic environments
- Excelling in communication and active listening to build client relationships
- Applying creativity and intellectual curiosity to solve complex tax issues
- Managing projects effectively with a focus on regulatory compliance consulting
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.
As a Banking & Capital Markets Tax Senior Associate, you will play a pivotal role in our Financial Services Tax practice, helping clients navigate the complex national and international tax environment. You will provide strategic consulting on business analysis, working capital management, and profit sharing, while advising on local and overseas tax affairs. As a Senior Associate, you will leverage your skills to analyze complex problems, mentor junior team members, and maintain professional standards. You will focus on building meaningful client relationships and developing a deeper understanding of the business context, navigating complexity with confidence.
In this role within our Tax practice, you will be instrumental in helping clients address the challenges of a continuously changing tax world. You will assist in tax structuring and provide insights on the tax implications of deals and investments across various jurisdictions. Your ability to anticipate client needs and deliver quality solutions will be key to your success. Embracing increased ambiguity, you will use these moments as opportunities to grow, enhancing your personal brand and technical skills.
Responsibilities
- Advising clients on local and international tax obligations and strategies to manage tax impacts on their business
- Assisting in the preparation and review of tax documents, confirming compliance with regulatory requirements
- Analyzing financial statements and trends to provide insights on tax implications and opportunities
- Collaborating with clients to develop tax planning strategies that align with their business objectives
- Conducting research on tax regulations and providing guidance on tax structuring and compliance
- Supporting the management of operational tax risks and advising on tax implications of cross-border transactions
- Utilizing analytical thinking to solve complex tax issues and deliver strategic solutions
- Mentoring junior team members and providing feedback to enhance their development and performance
- Building and maintaining client relationships to understand their needs and deliver tailored tax services
- Engaging in continuous learning to stay updated on industry trends and tax regulations
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 proficiency in Corporate Tax Planning and Tax Compliance
- Utilizing analytical thinking to monitor and analyze financial trends
- Drafting and preparing comprehensive tax documents and submissions
- Embracing change and demonstrating learning agility in dynamic environments
- Excelling in communication and active listening to build client relationships
- Applying creativity and intellectual curiosity to solve complex tax issues
- Managing projects effectively with a focus on regulatory compliance consulting
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.
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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