Tax Senior Associate - Personal Financial Services

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Senior Associate

Job Description & Summary

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.

Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

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.

As a Senior Associate, you'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:

* Use feedback and reflection to develop self awareness, personal strengths and address development areas.

* Delegate to others to provide stretch opportunities, coaching them to deliver results.

* Demonstrate critical thinking and the ability to bring order to unstructured problems.

* Use a broad range of tools and techniques to extract insights from current industry or sector trends.

* Review your work and that of others for quality, accuracy and relevance.

* Know how and when to use tools available for a given situation and can explain the reasons for this choice.

* Seek and embrace opportunities which give exposure to different situations, environments and perspectives.

* Use straightforward communication, in a structured way, when influencing and connecting with others.

* Able to read situations and modify behavior to build quality relationships.

* Uphold the firm's code of ethics and business conduct.

The Opportunity

As part of the PwC Private Personal Financial Service team you are expected to help affluent individuals & private wealth management structures with a range of advisory needs. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations and growing your personal brand.

Responsibilities

* 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

What You Must Have

* Bachelor's Degree in Accounting

* 2 years of experience

* Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture] or Member of the Bar.

What Sets You Apart

* CPA or Member of the Bar

* Consulting with affluent individuals on tax planning

* Proficiency in wealth transfer and business succession…