Tax Senior Associate - Personal Financial Services
Posted 2 months ago Expired
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Upload Your ResumeAbout This Role
This role will help private companies and affluent individuals with advisory needs, tax compliance, and planning to improve operational efficiency and achieve personal wealth goals. This involves analyzing tax efficiencies of various income and investment planning to establish financial longevity.
Responsibilities
- Assist individuals with advisory needs related to personal financial services
- Enhance operational efficiency through audit and tax compliance
- Develop, design, and implement plans to achieve clients' personal wealth goals
- Analyze complex problems and provide mentorship to team members
- Maintain high standards of deliverables and client service
- Build and nurture strong client relationships
- Develop a thorough understanding of business contexts to navigate complex situations
- Lead client engagements and develop personal brand within the firm
Requirements
- Bachelor's Degree in Accounting
- 2 years of experience
- Public Accountant (or commitment to pass CPA exam before Manager promotion) or Member of the Bar
Qualifications
- Bachelor's Degree in Accounting
- 2 years of experience
Nice to Have
- CPA or Member of the Bar
- Consulting with affluent individuals on tax planning
- Proficiency in wealth transfer and business succession planning
- Knowledge of international tax planning and compliance
- Experience with trust or estate work
- Technical skills in tax compliance for affluent individuals
- Research, writing, and consulting on tax matters
- Managing engagements and preparing concise documents
Benefits
Certifications
About PwC
PwC's business application consulting specialises in consulting services for a variety of business applications, helping clients optimise operational efficiency by analysing client needs, implementing software solutions, and providing training and support.