Financial Education Practice-Senior Associate-Multiple Locations

Pwc Birmingham , AL 35202

Posted 2 months ago

A career within Private Company services, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.

Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies.

Responsibilities

As a Senior Associate, you'll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:

  • Proactively assist in the management of several clients, while reporting to Managers and above

  • Train and lead staff

  • Establish effective working relationships directly with clients

  • Contribute to the development of your own and team's technical acumen

  • Keep up to date with local and national business and economic issues

  • Be actively involved in business development activities to help identify and research opportunities on new/existing clients

  • Continue to develop internal relationships and your PwC brand

We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Minimum Years of Experience:
3 year(s)

Preferred Qualifications:

Certification(s) Preferred:

CFP, CPA, CFA and/or JD

Preferred Knowledge/Skills:

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

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.

As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.

Experimentation with automation & digitization in a professional services environment including but not limited to: - innovating through new and existing technologies, along with experimenting with digitization solutions;

  • working with large, complex data sets to build models and leverage data visualization tools.

Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

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.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.



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Financial Education Practice-Senior Associate-Multiple Locations

Pwc