Job description

Seasonal Financial Education Practice Tax Senior Associate

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Job Category:   Tax
Line of Service:   Tax
State & City:   CA-Los Angeles|CA-San Francisco|DC-Washington|FL-Fort Lauderdale|FL-Miami|FL-Tampa|GA-Atlanta|IL-Chicago|MA-Boston|MI-Detroit|MN-Minneapolis|MO-St. Louis|NC-Charlotte|NC-Greensboro|NJ-Jersey City|NY-New York|OH-Cincinnati|PA-Philadelphia|TX-Dallas|TX-Houston|VA-McLean
Travel Requirements:   0-20%
Position Type:   FTN Senior Associate
Req ID:   99901BR
PwC/LOS Overview
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.

We help resolve complex issues for our clients and identify opportunities. Learn more about us at www.pwc.com/us.

At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional (http://pwc.to/pwcpro) provides our people with a road map to grow their skills and build their careers. Our approach to ongoing development shapes employees into leaders, no matter the role or job title.

Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready
- to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers.

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
PricewaterhouseCoopers Financial Education Practice, which is part of the Private Company Services (PCS) practice, specializes in employee group financial education, counseling and benefits communication.

The Financial Counselor is part of the Financial Education Practice, which is part of the Private Company Services ("PCS") practice, which specializes in employee group financial education, counseling and benefits communication.

Position/Program Requirements
Minimum Years of Experience: 2

Minimum Degree Required: Bachelor's degree

Certification(s) Preferred: CFP, CPA, CFA and/or JD

Knowledge Preferred:
Demonstrated knowledge of common benefit plans (i.e., defined contribution plan, defined benefit plan, stock options, stock appreciation rights, deferred compensation plan).

Skills Preferred:
Demonstrated ability to provide one-on-one employee financial counseling via phone, email, and occasionally in person.
Proven ability to perform as a technical specialist in individual financial planning and individual income tax.
Demonstrated ability to understand and communicate conceptual and technical ideas.
Proven ability to document call dialogues in writing and summarizing information succinctly.
Ability and willingness to conduct financial planning and benefits education workshops/seminars for client's employees in person or via the web.
Demonstrated ability to communicate effectively with clients and internal executives in a verbal and written format.
Demonstrated ability to provide exceptional client service.
Demonstrated ability to effectively multi-task and pay attention to detail.
Demonstrated ability to produce high quality work in a deadline driven, fast-paced, changing environment.
Comfortable using a variety of technology applications to complete job responsibilities.


Demonstrated ability to work well independently and on teams, both locally and virtually.
Demonstrated experience remaining current on individual tax law changes and financial planning knowledge.
Proven experience solving difficult problems

and seeking assistance when necessary.




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