Tax Senior Associate - Personal Financial Services

PwC

Steuerberatung

Chicago, IL - USA

Senior Fachkraft / Projektleiter

Experteer Overview

As a Senior Associate in PwC Private Personal Financial Service, you help private businesses and affluent individuals optimize wealth, tax, and advisory needs. You’ll work with a cross-functional team to improve operational efficiency, navigate complex tax and wealth-planning challenges, and build lasting client relationships. The role sits at the intersection of strategy and execution, enabling clients to achieve financial longevity. You’ll contribute to a purpose-led, values-driven culture and develop your leadership capabilities within PwC Professional.

Leistungen / Benefits

medical
dental
vision
401k
holiday pay
vacation

Verantwortungsbereiche

Assisting individuals with advisory needs
Enhancing operational efficiency through audit and tax compliance
Planning and strategizing for personal wealth goals
Analyzing complex problems and mentoring team members
Maintaining excellence in deliverables
Building and nurturing client relationships
Developing a thorough understanding of business contexts
Navigating complex situations to enhance personal brand

Zentrale Anforderungen

Bachelor's Degree in Accounting
2 years of experience
Public Accountant or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure or Member of the Bar

relationship-building clear communication mentoring and coaching tax planning for affluent individuals wealth transfer and business succession planning international tax planning and compliance

Stellenbeschreibung

As a Senior Associate in PwC Private Personal Financial Service, you help private businesses and affluent individuals optimize wealth, tax, …

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