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Tax Senior Associate - Personal Financial Services

PwC

PwC

Conseil fiscal

Chicago, IL - USA

Chef de projet / Expert confirmé

Hybride

Experteer Overview

As a Senior Associate in PwC Private, you help affluent individuals and family enterprises with tailored advisory needs across wealth planning, compliance, and governance. You work within a cross-functional team to analyse complex problems, mentor peers, and deliver high-quality deliverables. Your role supports private clients through lifecycle stages from inception to growth and transition. You will leverage tax planning and wealth management insights to foster financial longevity and client trust. This is a values-driven, growth-focused opportunity with exposure to diverse client contexts.

Rémunérations / Avantages

  • medical
  • dental
  • vision
  • 401k
  • holiday pay
  • vacation

Responsabilités

  • Assist individuals with advisory needs
  • Improve operational efficiency via audit and tax compliance
  • Plan and strategize for personal wealth goals
  • Analyse complex problems and mentor team members
  • Maintain high-quality deliverables
  • Build and nurture client relationships
  • Develop a deep understanding of business contexts
  • Navigate complex situations to strengthen personal brand

Principales exigences

  • 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

Description du poste

As a Senior Associate in PwC Private, you help affluent individuals and family enterprises with tailored advisory needs across wealth planni…
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