Philadelphia Tax Financial Services Asset Management Senior Associate (5388108)

Apply Now
Company: PwC
Location: Philadelphia, PA
Date Posted: June 9, 2015
Source: PwC
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:
The Financial Services Industry Group consists of over 34,000 industry-dedicated professionals worldwide, including over 4,500 in the U.S., who serve multinational banks, insurance companies, investment managers, broker-dealers, and hedge funds. PwC serves more of the largest and most complex financial services companies than any other firm. Moreover, our extensive, integrated global network of industry-dedicated resources enables us to apply this knowledge on our clients' behalf whenever and wherever they need it. PricewaterhouseCoopers' Investment Management Industry Group provides tax consulting and compliance services to many of the world's largest mutual funds, common trust funds, limited partnerships, hedge funds, pension funds, annuities, trusts and industry service providers.

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: CPA 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:
Working knowledge and experience with compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
Working knowledge of alternative investment strategies and vehicles.

Skills Preferred:
Proficient technical skills with the preparation of partnership tax forms and Forms K1 and 1040.
Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Demonstrated experience 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; and keeping leadership informed of progress and issues.

Job ID: 53240BR-0

Other jobs you might like

  • Financial Consultant

    Fidelity Investments

    - Wilmington, DE

    Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal ...

    24 days ago from Fidelity Investments
  • Financial Sales Consultant - Phila, PA (Convention Center Branch)


    PNC Bank

    - Philadelphia, PA

    Job Profile As a PNC Branch Financial Sales Consultant I , you'll join a successful retail banking organization. You immediately become an important member of a single ...

    23 hours ago from PNC
  • Financial Services Practice Manager

    Scott D. Warshaw, Financial Advisor | First Financial Group

    - Bala Cynwyd, PA

    Objective: To be the Director of First Impressions, Controller of the Calendar and Lead Marketing Strategist all wrapped up in one. This is a hybrid Sales ...

    24 days ago from Workable
  • Entry Level Financial Services

    Kforce Finance and Accounting

    - Philadelphia, PA

    RESPONSIBILITIES: Kforce has a client seeking an entry-level Financial Services Professional to join their growing team on a contract-to-hire basis in Oaks, Pennsylvania ...

    4 days ago from CareerBuilder
  • Licensed Private Client Group Relationship Manager I

    PNC Bank

    - Doylestown, PA

    Job Profile As a Relationship Manager for PNC's Private Client Group, you will be part of a successful organization with a strong commitment to leadership in the affluent ...

    10 days ago from PNC
  • Product Specialist 3 (418034)

    Techmatrix Inc

    - Trenton, NJ

    Title/Role : Product Specialist 3 (418034) Location : Trenton, NJ Duration : 8 months Interview process : In person (after phone screen) Description: Short description: The ...

    6 days ago from Tech Fetch
  • Financial Representative


    Western and Southern Life

    - Philadelphia, PA

    Company Description: Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group (Western & Southern) has ...

    1 day ago from ZipRecruiter
  • Entry Level Financial Services

    Kforce Finance and Accounting

    - Philadelphia, PA

    RESPONSIBILITIES: Kforce has a client seeking an entry-level Financial Services Professional to join their growing team on a contract-to-hire basis in Oaks, Pennsylvania ...

    4 days ago from Money Jobs
  • ZERO Down - No Credit Check - Lease Purchase!

    Eagle Logistics

    - Camden, NJ

    Eagle Logistics Services is here to help you Start Your Path to Independence! We'll provide you with all the basics you need to start your own trucking company. Have the ...

    12 days ago from
  • Financial Advisor Business Opportunity


    Global View Capital Management

    - Philadelphia, PA

    Company Description: Global View is a registered investment advisor based in Waukesha, WI. We offer money management services as well as an open architecture financial ...

    1 day ago from ZipRecruiter

Show Me More