Partner Tax Preparation Advisor Associate
PwC
New York, NY1+ yrs6d agovia LinkedIn
About the Role
Support private tax work within PwC's Tax Services practice, focusing on personalized tax planning and compliance for high-net-worth individuals and privately owned businesses. As an Associate, bring curiosity, adaptability, and reliability to a fast-paced environment, learning from various client situations and team needs while taking ownership of assigned work and contributing to quality outcomes. Gather and organize information from multiple sources, apply tax and accounting knowledge, and support the preparation of client deliverables with attention to detail and professional standards.
Key Responsibilities
- Prepare partnership tax returns and related supporting schedules for private clients and privately owned businesses.
- Gather, organize, and validate tax data from client records, prior returns, and internal sources.
- Draft tax documents, calculations, and workpapers to support filing positions and compliance activities.
- Reconcile account balances and review financial information to identify discrepancies and follow-up items.
- Research tax rules, legislation updates, and filing requirements to support accurate preparation work.
- Apply tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters.
- Monitor deadlines and status updates to support timely completion of recurring tax preparation tasks.
- Communicate findings, questions, and needed information to team members and client contacts in a clear manner.
Requirements & Tech Stack
- Bachelor's degree in Accounting or Finance.
- At least 1 year of experience.
Qualifications
- Applying partnership tax preparation knowledge for private clients.
- Preparing tax documents, returns, and trust documents.
- Gathering information from varied sources and identifying patterns.
- Actively listening, asking questions, and clearly expressing ideas.
- Learning professional tax standards and independence requirements.
- Adapting to client needs in a fast-paced environment.