Manager, Financial Planning & Analysis
Rewards Network
Senior Tax Associate – Personal Financial Services
PwC
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Illinois, New York, North Carolina, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $77,000 - $214,000 per year
Job Level
Senior
About the role
- Help private companies with business advisory needs such as audit, tax compliance, and planning.
- Analyse tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning.
- Work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
- Assist High Net Worth Individuals & private wealth management structures with audit, tax compliance, & planning needs.
Requirements
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 2 year(s)
- Certification(s) Required: Certified Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure] or Member of the Bar.
- Preferred Knowledge/Skills: Demonstrates thorough knowledge and proven success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Wealth transfer planning; Business succession planning; International tax planning and tax return compliance; and Trust or estate work. Demonstrated thorough technical skills in tax compliance for high net worth individuals. Demonstrated thorough knowledge and professional experience with research, writing and consulting on various tax consulting matters including cross border issues, wealth planning projects, and family business tax structuring.
Benefits
- Medical
- Dental
- Vision
- 401k
- Holiday pay
- Vacation
- Personal and family sick leave
- Annual discretionary bonus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax complianceaudittax planningwealth transfer planningbusiness succession planninginternational tax planningtrust workestate workresearchwriting
Soft skills
problem solvingteamworkconsulting
Certifications
Certified Public AccountantMember of the Bar
