Asset Wealth Management Regulated Investment Company Tax Senio
Industry/Sector: Asset and Wealth Management
Time Type: Full time
Travel Requirements: Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths.You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isnt clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
Job Requirements and Preferences
Basic Qualifications
Minimum Degree Required (BQ)Bachelor's Degree
Minimum Year(s) of Experience (BQ)
3 year(s)
Preferred Qualifications
Additional Educational Preferences
Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.Certification(s) PreferredCPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar.
Preferred Knowledge/Skills
Demonstrates thorough knowledge and/or a proven record of success incompliance and consulting for mutual funds, ETFs, interval funds, business development companies etc.Demonstrates thorough abilities and/or a proven record of success knowledge around Form 1120
-RIC and the associated statements, elections and state requirements of RICs, shareholder reporting, Subchapter M of the IRC and related qualification tests, including:- Identifying and addressing client needs;- Actively participating in client discussions and meetings;
- Communicating a broad range of Firm services;
- 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; and,- Keeping leadership informed of progress and issues.
Learn more about how we work: (link removed)
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: (link removed)
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.PwC is proud to be an affirmative action and equal opportunity employer.
The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance