Tax Senior Associate - Personal Financial Services

PwC

Tax Consulting

Chicago, IL - USA

Senior Specialist / Project Manager

Hybrid

Experteer Overview

As a Senior Associate in PwC Private, you help affluent individuals and family enterprises with tailored advisory needs across wealth planning, compliance, and governance. You work within a cross-functional team to analyse complex problems, mentor peers, and deliver high-quality deliverables. Your role supports private clients through lifecycle stages from inception to growth and transition. You will leverage tax planning and wealth management insights to foster financial longevity and client trust. This is a values-driven, growth-focused opportunity with exposure to diverse client contexts.

Compensation / Benefits

medical
dental
vision
401k
holiday pay
vacation

Responsibilities

Assist individuals with advisory needs
Improve operational efficiency via audit and tax compliance
Plan and strategize for personal wealth goals
Analyse complex problems and mentor team members
Maintain high-quality deliverables
Build and nurture client relationships
Develop a deep understanding of business contexts
Navigate complex situations to strengthen personal brand

Key requirements

Bachelor's Degree in Accounting
2 years of experience
Public Accountant or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the Bar

strong communication critical thinking relationship building tax planning for affluent individuals wealth transfer and business succession planning international tax planning and compliance

Description

As a Senior Associate in PwC Private, you help affluent individuals and family enterprises with tailored advisory needs across wealth planni…

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