Partner Tax Preparation Advisor Associate

Posted 2 Days Ago
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4 Locations
Hybrid
51K-113K Annually
Junior
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
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The Role
Supports tax planning and compliance for high-net-worth individuals and privately owned businesses. Responsibilities include preparing partnership, personal income, and trust tax returns; organizing and validating client data; drafting tax documents and workpapers; reconciling accounts; researching tax requirements; monitoring deadlines; and communicating findings with team members and clients.
Summary Generated by Built In
The Opportunity
As a Partner Tax Preparation Advisor Associate you will support private tax work within our Tax Services practice, focusing on personalized tax planning and compliance for high-net-worth individuals and privately owned businesses. As an Associate you will bring curiosity, adaptability, and reliability to a fast-paced environment, learning from a variety of client situations and team needs while taking ownership of assigned work and contributing to quality outcomes. In this role at PwC, you will gather and organize information from multiple sources, apply tax and accounting knowledge, and support the preparation of client deliverables with attention to detail and professional standards.
Responsibilities
- Preparing partnership tax returns and related supporting schedules for private clients and privately owned businesses
- Gathering, organizing, and validating tax data from client records, prior returns, and internal sources
- Drafting tax documents, calculations, and workpapers to support filing positions and compliance activities
- Reconciliating account balances and reviewing financial information to identify discrepancies and follow-up items
- Researching tax rules, legislation updates, and filing requirements to support accurate preparation work
- Applying tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters
- Monitoring deadlines and status updates to support timely completion of recurring tax preparation tasks
- Communicating findings, questions, and needed information to team members and client contacts in a clear manner
What You Must Have
- At least a Bachelor's degree in one of the following fields of study: Accounting, Finance
- At least 1 years of experience
What Sets You Apart
- Applying partnership tax preparation knowledge for private clients
- Preparing tax documents, returns, and trust documents
- Gathering information from varied sources and identifying patterns
- Actively listening, asking questions, and clearly expressing ideas
- Learning professional tax standards and independence requirements
- Adapting to client needs in a fast-paced environment
The salary range for this position is: $50,500 - $112,500. 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.

Skills Required

  • Bachelor's degree in Accounting or Finance
  • At least 1 year of experience

What the Team is Saying

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PwC Compensation & Benefits Highlights

  • Parental & Family Support — Paid parental leave is set at 12 weeks for all parents, complemented by adoption/surrogacy leave and family-caregiver leave. Backup childcare, childcare discounts, eldercare resources, tutoring, and fertility-related benefits further reinforce family support.
  • Leave & Time Off Breadth — Time off spans vacation, holidays, personal/family sick time, bereavement, and other leave programs, with some practices including two firmwide week-long shutdowns in July and December. This breadth provides multiple avenues to step away when client demands allow.
  • Retirement Support — A layered approach pairs a 401(k) with employer matching and an employer-funded Wealth Builder plan, both using graded vesting. This structure provides multiple avenues to build long-term savings.

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The Company
HQ: New York, NY
370,000 Employees
Year Founded: 1998

What We Do

Build what’s next — with tech that matters PwC provides professional services across Audit and Assurance, Advisory and Tax — powered by a global network of over 370,000 people in 149 countries. You may know us for our business expertise, but technology is core to how we help clients move faster, build trust and deliver meaningful outcomes. As a technologist, you’ll work on agile teams with experienced engineers and product thinkers — using AI, cloud, cybersecurity and more to design scalable, real-world solutions. You’ll keep learning, stay challenged and be part of a network where your growth is built in — and your work drives what’s next.

Why Work With Us

At PwC, our professionals include technologists, engineers, programmers and consultants working across AI, cloud, cybersecurity, data and more. You’ll explore innovative ways to help clients transform their business through technology—reducing complexity, unlocking value and shaping a more agile, data-driven future.

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