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Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PwC

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PwC logo

PwC

contract

Posted: December 8, 2025

Number of Vacancies: 1

Job Description

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Job Category Tax Services Level Senior Associate Specialty/Competency Industry Tax Practice Time Type Full time Travel Requirements Up to 20% Job ID 672012WD Location(s) CA-Los Angeles, MD-Baltimore, IL-Chicago, MA-Boston, NY-New York

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 isn’t 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.


The Opportunity
As part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.

Responsibilities
- Leading the way as technology-enabled tax advisors
- Delivering benefits through digitization and automation
- Solving complex problems with innovative solutions
- Mentoring and supporting junior team members
- Upholding exceptional standards in every task
- Cultivating and maintaining client relationships
- Gaining a deeper understanding of business contexts
- Managing and navigating complex scenarios

What You Must Have
- Bachelor's Degree
- 3 years of experience

What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar


Learn more about how we work: https://pwc.to/how-we-work

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: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.  At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.



The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Locations

  • Los Angeles, CA, United States
  • Baltimore, MD, United States
  • Chicago, IL, United States
  • Boston, MA, United States
  • New York, NY, United States

Salary

77,000 - 214,000 USD / yearly

Skills Required

  • Taxintermediate
  • Auditintermediate

Required Qualifications

  • Bachelor's Degree (experience)
  • 3 years of experience (experience)

Preferred Qualifications

  • Innovating through new and existing technologies (experience)
  • Experimenting with digitization solutions (experience)
  • Working with large, complex data sets (experience)
  • Building models and leveraging data visualization tools (experience)
  • Exposure to pricing and client worth (experience)
  • Reviewing contracts and finding new pricing options (experience)
  • CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar (experience)

Responsibilities

  • Leading the way as technology
  • enabled tax advisors
  • Delivering benefits through digitization and automation
  • Solving complex problems with innovative solutions
  • Mentoring and supporting junior team members
  • Upholding exceptional standards in every task
  • Cultivating and maintaining client relationships
  • Gaining a deeper understanding of business contexts
  • Managing and navigating complex scenarios

Benefits

  • general: Medical
  • general: Dental
  • general: Vision
  • general: 401k
  • general: Vacation
  • general: Sick leave
  • general: Bonus

Travel Requirements

Up to 20%

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PwC logo

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PwC

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PwC logo

PwC

contract

Posted: December 8, 2025

Number of Vacancies: 1

Job Description

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Job Category Tax Services Level Senior Associate Specialty/Competency Industry Tax Practice Time Type Full time Travel Requirements Up to 20% Job ID 672012WD Location(s) CA-Los Angeles, MD-Baltimore, IL-Chicago, MA-Boston, NY-New York

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 isn’t 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.


The Opportunity
As part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.

Responsibilities
- Leading the way as technology-enabled tax advisors
- Delivering benefits through digitization and automation
- Solving complex problems with innovative solutions
- Mentoring and supporting junior team members
- Upholding exceptional standards in every task
- Cultivating and maintaining client relationships
- Gaining a deeper understanding of business contexts
- Managing and navigating complex scenarios

What You Must Have
- Bachelor's Degree
- 3 years of experience

What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar


Learn more about how we work: https://pwc.to/how-we-work

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: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.  At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.



The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Locations

  • Los Angeles, CA, United States
  • Baltimore, MD, United States
  • Chicago, IL, United States
  • Boston, MA, United States
  • New York, NY, United States

Salary

77,000 - 214,000 USD / yearly

Skills Required

  • Taxintermediate
  • Auditintermediate

Required Qualifications

  • Bachelor's Degree (experience)
  • 3 years of experience (experience)

Preferred Qualifications

  • Innovating through new and existing technologies (experience)
  • Experimenting with digitization solutions (experience)
  • Working with large, complex data sets (experience)
  • Building models and leveraging data visualization tools (experience)
  • Exposure to pricing and client worth (experience)
  • Reviewing contracts and finding new pricing options (experience)
  • CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar (experience)

Responsibilities

  • Leading the way as technology
  • enabled tax advisors
  • Delivering benefits through digitization and automation
  • Solving complex problems with innovative solutions
  • Mentoring and supporting junior team members
  • Upholding exceptional standards in every task
  • Cultivating and maintaining client relationships
  • Gaining a deeper understanding of business contexts
  • Managing and navigating complex scenarios

Benefits

  • general: Medical
  • general: Dental
  • general: Vision
  • general: 401k
  • general: Vacation
  • general: Sick leave
  • general: Bonus

Travel Requirements

Up to 20%

Target Your Resume for "Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate" , PwC

Get personalized recommendations to optimize your resume specifically for Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate" , PwC

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Tax ServicesProfessional ServicesConsulting

Related Jobs You May Like

No related jobs found at the moment.