Top Tax Associate Jobs in NYC, NY

Supports global tax operations through daily tax record maintenance, W-8/W-9 validation, U.S. withholding calculations, reconciliations, information return filings, audit and IRS inquiries, system testing, and process improvements. The role requires knowledge of U.S. tax reporting obligations, broker-dealer and custodial operations, large-data analysis, and tax reporting systems.

Performs tax compliance and advisory work for asset and wealth management clients. Reviews financial data, prepares tax returns and workpapers, researches tax law, identifies filing risks, and supports technical issue resolution. Coordinates engagement workstreams, manages deadlines, communicates with clients, reviews junior team members’ work, and improves recurring tax compliance processes.

Prepares quarterly and year-end income tax provisions, federal, state, and local tax returns, estimated payments, and apportionment data. Supports tax research, notices, tax planning, forecasting, transfer pricing, controls documentation, and process improvements. Coordinates with finance and corporate teams, monitors tax law changes, and maintains tax software and ledger expertise. The role requires strong knowledge of ASC 740, tax accounting research, return preparation, Excel, and corporate tax processes.

Own U.S. federal tax reporting, compliance, and ASC 740 tax provision activities for a consolidated financial services group. Manage outsourced compliance providers, federal filings, tax audits, international tax coordination, tax research, controls, disclosures, and process automation. Partner with Accounting, Legal, Treasury, Operations, Engineering, auditors, and senior stakeholders while helping build scalable tax processes and SOX-ready controls.

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.

Provide tax advice to financial services clients (real estate focus), manage local and international tax matters, advise on pricing between related parties, support tax structuring for transactions, drive digitization and automation, mentor junior staff, build client relationships, and uphold professional and technical standards.

Provide tax advisory to private companies and high net worth clients, analyze complex tax issues for US subsidiaries, mentor junior staff, build client relationships, promote process standardization and uphold professional standards while using technical tools to drive efficiency.

Advise private companies and high-net-worth clients on partnership tax planning and compliance. Analyze complex tax issues, mentor team members, deliver high-quality reports, build client relationships, leverage technology and spreadsheets, and support business development and innovation.

Provides tax preparation, planning, compliance, and advisory support for high-net-worth individuals and privately owned businesses. Responsibilities include preparing tax returns and trust and estate documents, analyzing financial data, identifying tax-saving opportunities, supporting partnership and corporate tax planning, reviewing tax legislation, and assisting with due diligence and compliance activities.

Provide specialized tax advice on complex areas including R&D tax credits and accounting methods. Analyze tax regulations, optimize client tax positions, document strategies, and uphold PwC technical standards. Collaborate with clients, mentor junior staff, build relationships, and apply analytical and technical writing skills to support tax planning and compliance in a hybrid professional environment.

Senior Associate in Global Information Reporting within Financial Services Tax. Lead digitization and automation initiatives, analyze complex tax issues, mentor junior staff, manage client relationships, work with large data sets and models, maintain professional and technical standards, and grow technical and business expertise.

Advise financial services clients on local and international tax matters, manage tax compliance and documentation, analyze financial statements for tax planning, conduct tax research, draft/review tax filings, mitigate operational tax risks, collaborate with teams, and mentor colleagues while building client relationships and ensuring regulatory and ethical compliance.

Provide specialized tax advice on complex areas (accounting methods, fixed-assets, R&D and energy tax credits), analyze tax structures, advise on compliance and planning, build client relationships, mentor juniors, and apply changing legislation to optimize client tax positions.

Provide strategic tax planning, compliance, and advisory services for wealth management clients. Review and analyze financial data, prepare and file tax returns, draft tax documents, conduct tax research, identify tax optimization opportunities, uphold professional standards, build client relationships, manage and mentor others, and collaborate with teams to deliver quality client service in a changing regulatory environment.

Provide tax planning and compliance services for high-net-worth individuals and privately-owned businesses. Prepare and review tax returns, trust and estate documents; analyze financial statements and trends to identify tax opportunities and risks; draft tax documentation; uphold PwC technical standards; build client relationships and collaborate with internal teams to deliver strategic tax advice.

Lead and contribute to State and Local Tax strategy for financial services clients, analyze complex SALT issues (income, franchise, payroll, credits, indirect tax, abandoned property), recommend compliance and tax planning solutions, mentor junior staff, and drive digitization and automation to increase efficiencies while building client relationships.

Provide tax advisory and compliance services to banking and capital markets clients, including tax structuring, cross-border transaction guidance, financial statement tax analysis, regulatory compliance, and operational tax risk management. Mentor junior staff, build client relationships, conduct tax research, and deliver strategic solutions that align with clients' business objectives while staying current on tax regulations.

Perform tax form and regulation research, interpret tax code updates, guide programmers on calculation changes, design and execute tests, document calculations, contribute release notes and customer guidance, and support tax software products remotely.

Manage sales tax compliance for clients, including state and local tax returns, registrations, business licenses, exemption certificates, tax accruals, reserves, journal entries, and use tax matters. The role involves supervising staff, managing information, communicating with clients and tax authorities, resolving issues, and collaborating with tax professionals across the firm.

Assists with corporate federal, state, local, consolidated, unitary, and worldwide tax compliance. Prepares tax provisions under ASC 740, financial statement disclosures, tax research, audit responses, intercompany tax-sharing payments, management reports, and permanent tax files. Coordinates with external CPA reviewers and tax authorities while supporting the Director of Compliance.

Prepare personal, fiduciary, S-corporation, partnership, private foundation, and gift tax returns; develop tax projections and related documentation; maintain client files; deliver accurate client work; respond to tax authorities; research regulations; and support quality control and client service activities.

Build and evaluate complex financial models for tax equity, debt, ABS, and other structured finance transactions. Conduct scenario, sensitivity, pricing, and capital structure analysis; support transaction execution, due diligence, term sheet review, and closings. Engage investors, banks, legal counsel, and internal finance teams while analyzing market trends, regulatory considerations, and future financing needs. Maintain transaction models and reporting, contribute to executive materials, and improve capital markets processes.

Prepare and review federal and state tax returns, primarily for partnerships and other flow-through entities. Manage client engagements from planning through completion, research tax issues, review workpapers, resolve technical comments, and communicate directly with clients. Provide coaching to junior staff, collaborate with onshore and offshore teams, and use tax technology and automation to improve service delivery.

Manages corporate tax engagements involving business tax planning, compliance, tax return review, IRS and state authority inquiries, and ASC 740 income tax provision preparation or audit support. Supervises and mentors junior staff, manages client relationships and engagement budgets, researches tax matters, identifies tax-saving opportunities, and ensures accurate, confidential, high-quality deliverables. The role requires collaboration with tax specialists and client management, ongoing professional development, and travel as needed.

Prepare partnership tax returns and Schedules K-1, K-2, and K-3 for SPVs and funds; research complex tax issues; support customers and internal teams; manage tax software vendors; map investment events to tax systems; advise on compliance and planning; and respond to tax notices and audits.