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PwC

Senior Associate – Wealth Management Tax Services

PwC

Wealth Management Tax Services Senior Associate offering strategic tax planning and compliance assistance to clients at PwC. Concentrating on aligning client needs with accurate tax regulations and minimizing compliance risks.

Posted 7/29/2026full-timePittsburgh • Arizona, New York, North Carolina, Pennsylvania • 🇺🇸 United StatesSenior💰 $77,000 - $214,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic tax planning, compliance, and advisory services, with a strong ability to analyze financial data and optimize tax obligations while ensuring adherence to tax laws and regulations.

Highest-signal resume keywords
Strategic Tax PlanningTax ComplianceFinancial Data AnalysisClient Relationship ManagementAnalytical Thinking

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
Tax Return PreparationFinancial Trend AnalysisTax Optimization
Soft Skills
Effective CommunicationRelationship Building
Certifications & Qualifications
Bachelor's DegreeCPA Exam Eligibility
Industry Keywords
Tax LawsCompliance RisksAdvisory Services

About the role

Key responsibilities & impact
  • Provide strategic tax planning, compliance, and advisory services to clients
  • Validate clients' compliance with tax laws and regulations
  • Review and analyze financial data, prepare and file tax returns
  • Assist businesses in meeting tax obligations while minimizing compliance risks
  • Build meaningful client connections and manage relationships effectively
  • Utilize analytical thinking to interpret data and support insights and recommendations
  • Monitor and analyze financial trends for tax optimization

Requirements

What you’ll need
  • At least a Bachelor's degree
  • At least 2 years of experience
  • Meet educational requirements to sit for CPA exam in your intended state of employment

Benefits

Comp & perks
  • Medical
  • Dental
  • Vision
  • 401k
  • Holiday pay
  • Vacation
  • Personal and family sick leave
  • Annual discretionary bonus