Partner Tax Preparation Advisors Sr Associate

<br>A career in Finance, within Internal Firm Services, 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 Internal 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.<br><br><p>To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.</p><p></p><p>As a Senior Associate, you&
39;ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:</p><p></p><ul><li>Use feedback and reflection to develop self awareness, personal strengths and address development areas.</li><li>Delegate to others to provide stretch opportunities, coaching them to deliver results.</li><li>Demonstrate critical thinking and the ability to bring order to unstructured problems.</li><li>Use a broad range of tools and techniques to extract insights from current industry or sector trends.</li><li>Review your work and that of others for quality, accuracy and relevance.</li><li>Know how and when to use tools available for a given situation and can explain the reasons for this choice.</li><li>Seek and embrace opportunities which give exposure to different situations, environments and perspectives.</li><li>Use straightforward communication, in a structured way, when influencing and connecting with others.</li><li>Able to read situations and modify behavior to build quality relationships.</li><li>Uphold the firm&
39;s code of ethics and business conduct.</li></ul><p></p><p></p><p></p><br><br><p>The Partner Tax Preparation Advisors 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.</p><p></p><p><b><u>Job Requirements and Preferences</u></b><span>:</span><br /><br /><b><u>Basic Qualifications</u></b><span>:</span><br /><br /><b>Minimum Degree Required</b><span>:</span><br /><span>Bachelor Degree</span><br /><br /><b>Required Fields of Study</b><span>:</span><br /><span>Accounting, Finance</span><br /><br /><b>Minimum Years of Experience</b><span>:</span><br /><span>2 year(s)</span><br /><br /><b>Certification(s) Required</b><span>:</span></p><p>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</p><p></p><p><b><u>Preferred Qualifications</u></b><span>:</span><br /><br /><b>Degree Preferred</b><span>:</span><br /><span>Bachelor Degree</span><br /><br /><b>Preferred Knowledge/Skills</b><span>:</span></p><p>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:</p><p>- Partnership K-1 income, state tax credits, composite returns, AMT, Schedules A, B, C, D, E and year end planning, and,</p><p>- 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.</p><p></p><p>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:</p><p>- 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.;</p><p>- 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;</p><p>- Managing tasks in the engagement including preparing concise, accurate documents and balancing project economics with the occurrence of unanticipated issues;</p><p>- Collaborating with team members virtually;</p><p>- 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;</p><p>- 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;</p><p>- Working within various tax preparation software and on-line tax organizers, especially leading executives to understand and use various proprietary software and websites;</p><p>- Researching complex individual tax issues; and,</p><p>- Being comfortable performing in environments with on-going change and leveraging new technology.</p><p></p><p>As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.</p><p></p><p>Experimentation with automation &amp; digitization in a professional services environment including but not limited to: - innovating through new and existing technologies, along with experimenting with digitization solutions;</p><p>- working with large, complex data sets to build models and leverage data visualization tools.</p><p></p><p>Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options.</p><p></p><p>We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax</p><br>At PwC, our work model includes three ways of working: virtual, in-person, and flex (a hybrid of in-person and virtual). Visit the following link to learn more: https://pwc.to/ways-we-work.<br><br>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.<br><br>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.<br><br><br><br><br><br>For positions in New York City, visit the following link for pay range information: https://pwc.to/payrange-a-ifsseniorassociate <span style='display:none'>367561 367561WD</span>