Provide tax planning, compliance, and strategy for insurance clients: analyze financial data, prepare and file tax returns, validate regulatory compliance, draft tax documents, identify optimization opportunities, develop client relationships, navigate complex situations, and mentor junior staff.
The Opportunity
As an Insurance Tax Senior Associate, you will provide advice and guidance to clients on tax planning, compliance, and strategy, helping businesses navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.
As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work. Embracing increased ambiguity, you will be comfortable when the path forward isn't clear, using these moments as opportunities to grow.
In this role, you will leverage your skills to analyze complex problems and maintain professional and technical standards. You will use a broad range of tools and methodologies to generate new ideas and solve problems, developing a deeper understanding of the business context and how it is changing.
Responsibilities
- Analyzing financial data to prepare and file accurate tax returns for clients
- Reviewing and validating compliance with tax laws and regulations to minimize risks
- Collaborating with clients to provide strategic tax planning and guidance
- Utilizing analytical thinking to interpret complex tax concepts and inform recommendations
- Drafting and preparing tax documents to support client compliance and planning efforts
- Monitoring and analyzing financial trends to identify opportunities for tax optimization
- Upholding professional and technical standards in line with firm guidelines and independence requirements
- Developing meaningful client connections to understand and anticipate their needs
- Embracing change and navigating complex situations to deliver quality outcomes
- Mentoring junior team members to enhance their skills and professional growth
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).
What Sets You Apart
- Utilizing analytical thinking to solve complex tax issues
- Demonstrating proficiency in corporate tax planning strategies
- Excelling in drafting and preparing comprehensive tax documents
- Leveraging project management skills for efficient tax compliance
- Monitoring and analyzing financial trends for informed decision-making
- Embracing change and adapting to evolving tax regulations
- Developing self-awareness to enhance personal and professional growth
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
As an Insurance Tax Senior Associate, you will provide advice and guidance to clients on tax planning, compliance, and strategy, helping businesses navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance.
As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work. Embracing increased ambiguity, you will be comfortable when the path forward isn't clear, using these moments as opportunities to grow.
In this role, you will leverage your skills to analyze complex problems and maintain professional and technical standards. You will use a broad range of tools and methodologies to generate new ideas and solve problems, developing a deeper understanding of the business context and how it is changing.
Responsibilities
- Analyzing financial data to prepare and file accurate tax returns for clients
- Reviewing and validating compliance with tax laws and regulations to minimize risks
- Collaborating with clients to provide strategic tax planning and guidance
- Utilizing analytical thinking to interpret complex tax concepts and inform recommendations
- Drafting and preparing tax documents to support client compliance and planning efforts
- Monitoring and analyzing financial trends to identify opportunities for tax optimization
- Upholding professional and technical standards in line with firm guidelines and independence requirements
- Developing meaningful client connections to understand and anticipate their needs
- Embracing change and navigating complex situations to deliver quality outcomes
- Mentoring junior team members to enhance their skills and professional growth
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).
What Sets You Apart
- Utilizing analytical thinking to solve complex tax issues
- Demonstrating proficiency in corporate tax planning strategies
- Excelling in drafting and preparing comprehensive tax documents
- Leveraging project management skills for efficient tax compliance
- Monitoring and analyzing financial trends for informed decision-making
- Embracing change and adapting to evolving tax regulations
- Developing self-awareness to enhance personal and professional growth
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
PwC New York, New York, USA Office
300 Madison Ave, New York, NY, United States, 10017
PwC Florham Park, New Jersey, USA Office
400 Campus Drive, Florham Park, NJ, United States, 7932
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