[Close] 

Senior Associate Personal Financial Services

Company Name:
PwC
Line of Service:
TAX
Industry:
Private Company Services
State & City:
NJ-Florham Park
Travel Requirements:
0-20%
Position Type:
Full Time
Auto req ID:
52120BR-0
PwC/LoS Overview:
Are you interested in the opportunity to work for an industry-leading firm that services clients that include the Fortune 500, and will give you the experience and exposure you need to build your career and personal brand? If you are, then PricewaterhouseCoopers LLP ( ) is the firm for you. PricewaterhouseCoopers LLP (PwC US) helps clients meet the challenges and opportunities of the US marketplace in the areas of assurance, tax, and advisory. We offer the advantage of being part of a global network of firms combined with detailed knowledge of local, state and US national issues. More than 180,000 people in over 158 countries across the PwC network are committed to deliver quality in assurance, tax and advisory services. People across the PwC network share knowledge, experience and solutions to develop fresh perspectives and deliver practical advice. At PwC US, you will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. We provide unparalleled coaching, mentoring, and career development programs; global opportunities; and state of the art technology-driven methodologies to help you provide quality service to our clients. The PwC network is a global market leader in tax services. We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services. With over 32,000 tax professionals, this means that the PwC network can support our clients both locally and globally. We have experience working with an expansive and diverse client-base, which comprises all types of businesses--multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.
Job Description:
As a member of our Personal Financial Services practice, you will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by our individual high net worth clients. PwCEUR(TM)s Personal Financial Services practice is a national team of dedicated professional advisors who provide tax compliance, tax consulting, financial planning and other wealth enhancement services to high net worth individuals and their families across the US and internationally.
Position/Program Requirements:
Minimum Years of Experience: 3 Minimum Degree Required: Bachelor's degree in Accounting provided all of the minimum requirements are met for CPA licensure per respective state regulations Certification(s) Required: Certified Public Accountant or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure , Enrolled Agent or Member of the Bar Knowledge Preferred: Demonstrated considerable knowledge and proven success consulting with high net worth individuals with extensive experience in the following areas: individual income tax planning, wealth transfer planning, business succession planning, international tax planning and tax return compliance. Skills Preferred: Demonstrated and proven extensive technical skills including completing and reviewing the following tax forms: 1040 , 3520, 3520-A, 8938, 5471, 8621, 8865, 1116 and FinCEN 114 for High Net Worth individuals. Demonstrated considerable experience with research, writing and consulting on various international tax matters, including: expatriation, voluntary disclosure, various cross-border consulting and compliance matters, foreign tax credit, treaty analysis and foreign national issues. Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; and, managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues. Demonstrates thorough abilities and/or a proven record of success as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; keeping leadership informed of progress and issues; answering questions and providing direction to less-experienced staff.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.