Partner Tax Preparation Advisor Senior Associate

Minimum Degree Required (BQ)

Bachelor's Degree

Required Field(s) of Study (BQ)
Accounting,Finance

Minimum Year(s) of Experience (BQ)
2 year(s)

Certification(s) Required (BQ)

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

Preferred Qualifications

Degree Preferred
Master's Degree

Preferred Fields of Study
Business Administration/Management,Finance,Accounting,Economics

Preferred Knowledge/Skills

Demonstrates thorough abilities and/or a proven record of success as a team leader:
- Understanding individual tax compliance and planning for executives including but not limited to partnership K-1 income, state tax credits, composite returns, AMT, Schedules A, B, C, D, E, and year end planning;
- Understanding of professional service environments and leveraging a network to service your clients;
- Preparing and reviewing individual tax returns and tax planning;
- Working with team members virtually;
- Identifying and addressing client tax issues including a broad range of financial planning issues that are applicable to the Partner and directing them to the appropriate internal resources for assistance;
- Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues;
- Demonstrating experience as a project leader;
- Creating a positive environment by managing deadlines and workload while meeting client expectations and respecting the work-life quality of team members;
- Providing candid, meaningful feedback in a timely manner;
- Keeping leadership informed of progress and issues;
- Working within various tax preparation software;
- Working knowledge of on-line tax organizers;
- Assisting executives with understanding and using various proprietary software and websites; and,
- Researching complex individual tax issues and adapting to on-going change and leveraging new technology.

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-Policy.

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.

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.

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: https://pwc.to/us-application-deadlines

The salary range for this position is: $54,000 - $184,500, 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, 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

Client-provided location(s): Milwaukee, WI, Atlanta, GA, Kansas City, MO, Columbus, OH, Houston, TX, Oklahoma City, OK, Boston, MA, San Antonio, TX, Fort Worth, TX, Birmingham, AL, Little Rock, AR, Detroit, MI, Seattle, WA, Indianapolis, IN, San Diego, CA, Pittsburgh, PA, San Francisco, CA, Philadelphia, PA, Phoenix, AZ, Silicon Valley, CA, New York, NY, Portland, OR, Cleveland, OH, Charlotte, NC, Raleigh, NC, Sacramento, CA, Richmond, VA, Baltimore, MD, Minneapolis, MN, Washington, DC, Tampa, FL, Las Vegas, NV, Los Angeles, CA, Austin, TX, Grand Rapids, MI, Nashville, TN, Miami, FL, Dallas, TX, New Orleans, LA, Denver, CO, Chicago, IL, Orlando, FL, Des Moines, IA, Salt Lake City, UT, Cincinnati, OH, Fayetteville, AR, Buffalo, NY, Jacksonville, FL, Albany, NY, Toledo, OH, Hartford, CT, Louisville, KY, Tulsa, OK, Columbia, SC, Waterbury, VT, Irvine, CA, Rosemont, IL, Greensboro, NC, West Palm Beach, FL, Florham Park, NJ, Hato Rey, PR, Spartanburg, SC, Darien, CT, Melville, NY, Rochester, MA

Job ID: PricewaterhouseCoopers-599328WD

Employment Type: OTHER

Posted: 2025-02-01T15:57:13