PwC Partner Tax Preparation Advisor - Senior Associate in New York, New York
The Partner Tax Preparation Advisor Senior Associate, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You’ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Partner Tax Preparation Advisor Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you’ll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
As a Senior Associate, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:
Proactively assist in the management of several clients, while reporting to Managers and above
Train and lead staff
Establish effective working relationships directly with clients
Contribute to the development of your own and team’s technical acumen
Keep up to date with local and national business and economic issues
Be actively involved in business development activities to help identify and research opportunities on new/existing clients
Continue to develop internal relationships and your PwC brand
The Partner Tax Preparation Assistance program (PTPA) team is a national team comprised of dedicated tax professionals who serve as trusted advisors that provide tax compliance and tax planning guidance to the owners of PwC, both Partners and Principals, across the US. Job Requirements and Preferences :
Basic Qualifications :
Minimum Degree Required :
Required Fields of Study :
Minimum Years of Experience :
Certification(s) Required :
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 :
Preferred Knowledge/Skills :
Demonstrates thorough knowledge of, and/or proven record of success in roles performing individual tax compliance/reviews and planning for executives, preferably for a global network of professional services firms, including in the following areas:
Partnership K-1 income, state tax credits, composite returns, AMT, Schedules A, B, C, D, E and year end planning, and,
Leveraging a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals within a global network of professional services firms.
Demonstrates thorough level of abilities and/or proven record of success performing individual tax compliance/reviews and planning for executives, preferably for a global network of professional services firms, including the following:
Emphasizing the use of firm-issued technologies, e.g., Microsoft Office, Word, Excel PowerPoint, SharePoint, et al; Google at Work: docs, sheets, slides, drive, et al; Lotus Notes, etc.;
Leveraging technical skills with reviewing individual tax returns and tax planning for partners within a firm or executives, especially identifying and addressing client tax issues; identifying a broad range of financial planning issues that are applicable to the partner and directing them to the appropriate internal resources for assistance;
Managing tasks in the engagement including preparing concise, accurate documents and balancing project economics with the occurrence of unanticipated issues;
Collaborating with team members virtually;
Performing 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; and keeping leadership informed of progress and issues;
Utilizing project management and communication skills, including managing resource requirements, project workflow, budgets, billing and collections; and preparing, coordinating, reviewing and presenting complex written and verbal materials;
Working within various tax preparation software and on-line tax organizers, especially leading executives to understand and use various proprietary software and websites;
Researching complex individual tax issues; and,
Being comfortable performing in environments with on-going change and leveraging new technology.
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.
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.