Senior Associate, Partner Tax Preparation Advisor

PwC

. Manage individual tax compliance and planning for executives .

Posted 5/7/2026full-timeNew York City • Illinois, New York, North Carolina, Ohio • 🇺🇸 United StatesSenior💰 $55,000 - $151,470 per yearWebsite

About the role

Key responsibilities & impact

Manage individual tax compliance and planning for executives
Handle partnership K-1 income, state tax credits, and composite returns
Conduct AMT and year-end planning
Analyze intricate tax problems and provide solutions
Mentor and guide junior team members
Maintain elevated standards in deliverables
Build and nurture client relationships
Develop a thorough understanding of the business context

Requirements

What you’ll need

Bachelor's Degree in Accounting, Finance
2 years of experience
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.
Master's Degree in Business Administration/Management, Finance, Accounting, Economics preferred
Understanding individual tax compliance and planning for executives
Understanding of professional service environments
Preparing and reviewing individual tax returns and tax planning
Working with team members virtually
Identifying and addressing client tax issues
Managing engagements and balancing project economics
Demonstrating experience as a project leader
Creating a positive environment by managing deadlines and workload

Benefits

Comp & perks

medical
dental
vision
401k
holiday pay
vacation
personal and family sick leave
annual discretionary bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax compliancetax planningK-1 incomestate tax creditscomposite returnsAMT planningindividual tax returnstax problem analysisproject managementfinancial analysis

Soft Skills

mentoringclient relationship managementteam collaborationleadershipcommunicationproblem-solvingtime managementworkload balancingpositive environment creationengagement management

Certifications

Bachelor's Degree in AccountingBachelor's Degree in FinanceCPA exam commitmentCPA licensureEnrolled AgentMember of the BarMaster's Degree in Business AdministrationMaster's Degree in ManagementMaster's Degree in FinanceMaster's Degree in Economics