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PwC TAX Wealth Management Tax Services Associate - Winter 2020 in Philadelphia, Pennsylvania

TAX Wealth Management Tax Services Associate - Winter 2020Associate 56756WD

Job Family Group

Tax Services

Job Summary & Description

A career in our Trust Outsourcing practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever changing tax specialties. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing indirect taxes, dispute resolution, and global enterprise tax solutions.

Our team helps individuals and families comply with Federal and State tax filing rules. You’ll focus on tax policy changes related to tax returns, US and international tax reporting, tax payments and Internal Revenue Service communications.

Responsibilities

As an Associate, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:

  • Proactively assist the team in various aspects of the project

  • Prepare deliverables

  • Contribute to the development of your own and team’s technical acumen

  • Keep up to date with local and national business and economic issues

  • Ensure you are adhering to compliance matters

  • Work on developing internal relationships and your PwC brand

The selected individual will work as a team member with Tax WMTS practitioners and other professionals, from partners and directors to clients and third party appraisers, on a daily basis.

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

Bachelor Degree

Required Fields of Study :

Accounting

Minimum Years of Experience :

0 year(s)

Preferred Qualifications :

Additional Educational Preferences :

Preferred cumulative GPA: 3.3

Preferred Major GPA: 3.3

Client service associate positions are entry-level and job seekers are traditionally in the final academic year of completing their educational requirements.

Preferred Knowledge/Skills :

The selected individual will be expected to demonstrate the following knowledge that includes, but is not limited to the following:

  • Basic understanding of the fundamentals and principles related to fiduciary income tax returns and the compliance-related aspects of a Service Level Agreement client service relationship;

  • Basic understanding of, and/or direct experience preparing and maintaining year-round maintenance for, federal and state tax returns and forms for various type of client accounts (ex. 1041, 5227, 1099, 990/PF, 3520, 5498, 1099R) and estimated taxes for trust accounts;

  • Basic understanding of, and/or direct experience delivering, federal and state tax business compliance services, as well as large scale outsourcing solutions, which includes the following;

  • Basic understanding of the fundamentals and principles related to fiduciary income tax returns and the compliance-related aspects of a Service Level Agreement client service relationship;

  • Basic understanding of, and/or direct experience preparing and maintaining year-round maintenance for, federal and state tax returns and forms for various type of client accounts (ex. 1041, 5227, 1099, 990/PF, 3520, 5498, 1099R) and estimated taxes for trust accounts;

  • Preparing Fiduciary and Individual Income tax and franchise returns;

  • Preparing, reviewing, printing, and assembling detailed 1099s;

  • Responding to client requests for copies of 1099s, K-1s and trust returns / resolve Federal and State government tax inquiries, as well as a high volume of transmittals and tax returns;

  • Manually updating gains and losses reports;

  • Proven ability to utilize effectively written and verbal business communication skills when interacting with clients and firm staff and/or management in a professional business environment;

  • Proven ability to demonstrate problem solving skills, with an emphasis on troubleshooting and devising creative solutions;

  • Proven ability to identify, research, and document tax issues and offer solutions;

  • Proven ability to organize, prioritize and manage multiple tasks and assignments within a professional tax services business environment;

  • An ability to self-motivate and take responsibility for personal growth and development;

  • Demonstrate a willingness to accept new challenges as a tax technical professional; and,

  • Experience researching business and industry trends to develop a point of view to leverage in assisting with proposals.

Exposure with automation & digitization in a professional services environment including but not limited to:

  • Basic understanding of the fundamentals and principles related to fiduciary income tax returns and the compliance-related aspects of a Service Level Agreement client service relationship;

  • Basic understanding of, and/or direct experience preparing and maintaining year-round maintenance for, federal and state tax returns and forms for various type of client accounts (ex. 1041, 5227, 1099, 990/PF, 3520, 5498, 1099R) and estimated taxes for trust accounts;

  • Preparing Fiduciary and Individual Income tax and franchise returns;

  • Preparing, reviewing, printing, and assembling detailed 1099s;

  • Responding to client requests for copies of 1099s, K-1s and trust returns / resolve Federal and State government tax inquiries, as well as a high volume of transmittals and tax returns;

  • Manually updating gains and losses reports;

  • Proven ability to utilize effectively written and verbal business communication skills when interacting with clients and firm staff and/or management in a professional business environment;

  • Proven ability to demonstrate problem solving skills, with an emphasis on troubleshooting and devising creative solutions;

  • Proven ability to identify, research, and document tax issues and offer solutions;

  • Proven ability to organize, prioritize and manage multiple tasks and assignments within a professional tax services business environment;

  • An ability to self-motivate and take responsibility for personal growth and development;

  • Demonstrate a willingness to accept new challenges;

  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,

  • Working with large, complex data sets to build models and leverage data visualization tools.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

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Line of Service Tax

Expected Travel Requirements Up to 20%

Worker Sub-Type Regular

Available for Work Visa Sponsorship Yes

Time Type Full-time

Start Date Range January

Start Year 2020

Job Posting Location(s) US-Various Cities AZ-Phoenix NY-New York PA-Philadelphia PA-Pittsburgh

PwC is an equal opportunity employer

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

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