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 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 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.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help high net worth individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
Job Requirements and Preferences:
Basic Qualifications:
Minimum Degree Required: Bachelor Degree
Required Fields of Study: Accounting
Minimum Years of Experience: 2 year(s)
Certification(s) Required: Certified Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure] or Member of the Bar.
Preferred Qualifications:
Certification(s) Preferred: CPA or Member of the Bar.
Preferred Knowledge/Skills:
Demonstrates thorough knowledge and proven success consulting with high net worth individuals on some of the following areas: individual income tax planning; wealth transfer planning; business succession planning; international tax planning and tax return compliance; and trust or estate work. Demonstrated thorough technical skills in tax compliance for high net worth individuals. Demonstrated thorough knowledge and professional experience with research, writing and consulting on various tax consulting matters including cross border issues, wealth planning projects, and family business tax structuring. Demonstrates a thorough level of abilities with, and/or a proven record of: success as both an individual contributor and team member, identifying and addressing client needs; actively participating in client discussions and meetings; communicating a broad range of Firm services; and, managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; success as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and providing candid, meaningful feedback in a timely manner, keeping leadership informed of progress and issues, answering questions and providing direction to less-experienced staff.
The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
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