Job description

Partner Tax Prep Advisor-Advisor-Senior Associate

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Job Category:   Tax
Line of Service:   IFS
Location(s):   AZ-Phoenix|CA-Los Angeles|CA-San Diego|CA-San Francisco|CO-Denver|DC-Washington|FL-Tampa|GA-Atlanta|IL-Chicago|MA-Boston|NC-Charlotte|NY-New York|OH-Cleveland|OR-Portland|PA-Philadelphia|TX-Dallas|TX-Houston|UT-Salt Lake City|VA-McLean|WA-Seattle
Travel Requirements:   0-20%
Level:   Senior Associate
Job ID:   106026BR
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

At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional ( 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

It takes talented people to support the US firm of the largest professional services organization in the world. Not all of us work directly with external clients. Some of our best people choose to apply their talents inside PwC.

As part of Internal Firm Services, you're serving an organization on par with many of our external clients. Our Internal Firm Services team consists of first-rate marketers, human resource professionals, computer technologists, knowledge managers, accountants, financial planners, administrators and leaders. Internal Firm Services staff are the people who make it work for the people who make it work for our clients.

Job Description
PwC's US Finance organization is a strategic business advisor responsible for managing the firm's financial risk, including: financial planning and reporting, data analysis, and assisting leadership with strategic and tactical matters. Services include: budget management, cost benefit analysis, forecasting needs, data and analytics related to portfolio performance, shared services and financing. Finance works daily with US Leadership, engagement partners and managers on managing the profitability of engagements and the overall business portfolio. Finance also works closely with the Network on portfolio management and investment decisions and has assisted other PwC Network firms regionalize their financial operations. Finance also analyzes potential acquisitions, joint ventures, partnerships and divestitures, assisting with all integration and separation matters likely to arise.

The Partner Tax Preparation Advisor program (PTPA)
team is a national group comprised of dedicated tax
professionals who serve as trusted advisors that provide
tax compliance and tax planning guidance to the owners
of PwC, both Partners and Principals, across the US.

Position/Program Requirements
Minimum Year(s) of Experience: 2

Minimum Degree Required: Bachelor's degree

Degree Preferred: Bachelor's degree or Master's degree in Accounting or other related fields, such as Business, Finance, etc.

Certification(s) Preferred: CPA, Enrolled Agent, or Member of the Bar (or commitment to obtain required credential before being promoted to manager).

Knowledge Preferred:

Demonstrates thorough knowledge and/or a proven record of success in the following areas:

- Understanding individual tax compliance and planning for executives including but not limited to partnership K-1 income, state tax credits, composite returns, AMT, Schedules A, B, C, D, E, and year end planning; and,
- Understanding of professional service environments and leveraging a network to service your clients.

Skills Preferred:

Demonstrates thorough abilities and/or a proven record of success in the following areas:

- Preparing and reviewing individual tax returns and tax planning;
- Working with team members virtually;
- Identifying and addressing client tax issues including a broad range of financial planning issues that are applicable to the Partner and directing them to the appropriate internal resources for assistance;
- Managing engagement including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues;
- Demonstrating experience as a project leader;
- Creating a positive environment by managing deadlines and workload 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;
- Working within various tax preparation software;
- Working knowledge of on-line tax organizers;
- Assisting executives with understanding and using various proprietary software and websites;
- Using Google tools, including Sheets, Docs, Slides, etc.;
- Researching complex individual tax issues; and,
- Adapting to on-going change and leveraging new technology.

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