PwC Tax Services - Trust Outsourcing - Senior Associate in Toledo, Ohio

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 a Senior 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 in the management of several clients, while reporting to Managers and above

  • Train and lead staff

  • Establish effective working relationships directly with clients

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

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

  • Be actively involved in business development activities to help identify and research opportunities on new/existing clients

  • Continue to develop internal relationships and your PwC brand

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

Bachelor Degree

Required Fields of Study :

Accounting

Additional Educational Requirements :

Other business related fields of study may be considered (such as, Business Administration/Management, Finance, Economics, International Business, Management, Quantitative Finance). Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.

Minimum Years of Experience :

2 year(s)

Preferred Qualifications :

Preferred Knowledge/Skills :

Demonstrates proven thorough knowledge and success in roles involving the execution of tax compliance deliverables pertaining to corporations, partnerships and other business entities, which includes the following areas: Daily collaboration with tax practitioners and other related levels of business managers and staff, including partners, directors, clients and third party appraisers; Fundamentals and principles related to fiduciary income tax returns and the compliance-related aspects of a Service Level Agreement; Preparation and year-round maintenance of 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; Delivery of federal and state tax business compliance services, as well as related large-scale outsourcing solutions.

Demonstrates proven thorough abilities and success as a team member in the following areas related to the execution of tax compliance needs pertaining to corporations, partnerships and other business entities: 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; Update manually gains and losses reports; Preparing effectively written and verbal business communication skills when interacting with clients and firm staff and/or management in a professional business environment; Utilizing problem-solving skills, with an emphasis on troubleshooting and devising creative solutions, Identifying, researching, and documenting tax issues, as well as devising and offering related solutions; Organizing, prioritizing and managing multiple tasks and assignments within a professional tax services business environment.

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. PwC is proud to be an affirmative action and 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.