Partner Tax Preparation Advisor Senior Associate

About the role

As a Partner Tax Preparation Advisor Senior Associate at PwC, you will deliver personalized tax planning and compliance services to high‑net‑worth individuals and privately‑owned businesses. You will work within the Tax practice, providing strategic advice, building client relationships, and guiding junior team members.

Key responsibilities

• Provide tailored tax planning and compliance services for high‑net‑worth clients and private businesses.
• Navigate complex tax regulations to optimize client tax positions.
• Prepare and review tax returns, trust and estate documents, and related tax filings.
• Conduct financial statement analysis to support tax decisions.
• Monitor financial trends to identify tax opportunities and risks.
• Draft and maintain accurate tax documentation and reports.
• Uphold PwC’s professional and technical standards.
• Collaborate with internal teams to deliver comprehensive tax solutions.

Required profile

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 2 years of relevant tax experience.
• Professional credentials such as CPA, Bar membership, or other tax‑related qualifications are a plus.
• Strong analytical thinking and problem‑solving abilities.

Required skills

• Tax preparation and compliance expertise.
• Individual tax planning for executives.
• Financial statement analysis.