National Tax Services Exempt Organizations - Sr Associate

Min 3 yrs required

Full-time

No

-national

The National Tax Services Exempt Organizations Senior Associate position at PwC is a full-time role with up to 20% travel required. The job requires a minimum of 3 years of experience, with a Bachelor's degree preferred. The ideal candidate should have a Juris Doctorate degree and a background in Accounting or Taxation, along with certifications such as CPA, Enrolled Agent, or member of the Bar.

As a Senior Associate, you will work as part of a team to help our clients navigate complex tax issues and trends. This includes implementing successful tax strategies in response to legislative, federal, and judicial tax developments that may impact their business. Our team serves a diverse range of tax-exempt organizations, including colleges and universities, health care entities, foundations, supporting organizations, and other cultural and religious organizations. You will also assist charities in achieving measurable results, such as obtaining and preserving tax-exempt status, identifying planning opportunities, and ensuring compliance with tax requirements.

At PwC, we believe in being purpose-led and values-driven leaders at every level. To support this, we have the PwC Professional, our global leadership development framework that outlines expectations and skills for success at every stage of one's career. We also prioritize technology-enabled tax advising, utilizing digitization and automation to increase efficiency and provide value to our clients. Our professionals have unparalleled technical knowledge and industry insights, as well as access to the resources of our One Firm approach.

To be successful in this role, you must have a Bachelor's degree and a minimum of 3 years of experience. A Juris Doctorate degree is preferred, along with a background in Accounting or Taxation. You must also meet the requirements for CPA or Bar licensure in your state. Additionally, certifications such as CPA, Enrolled Agent, or member of the Bar are preferred.

In this role, you will have the opportunity to:

- Work as part of a team to solve complex business issues from strategy to execution.
- Use feedback and reflection to develop self-awareness and address development areas.
- Delegate tasks to provide stretch opportunities for team members.
- Demonstrate critical thinking and the ability to solve unstructured problems.
- Utilize a broad range of tools and techniques to extract insights from industry trends.
- Review your work and that of others for quality, accuracy, and relevance.
- Seek out new opportunities for exposure to different situations, environments, and perspectives.
- Communicate effectively and build quality relationships with others.
- Uphold the firm's code of ethics and business conduct.

The ideal candidate will also have experience in the following areas:

- Understanding exempt organization tax issues, compliance, and consulting for a variety of organizations including healthcare, higher education, international clients, private foundations, public charities, corporate partnerships, and individual tax issues.
- Programming in SAS or a similar statistical software package to conduct economic, statistical, and modeling services.
- Conducting statistical analyses and providing consulting services across multiple industries.
- Demonstrating technical skills in tax compliance and consulting for not-for-profit organizations.
- Conducting research on business and industry trends to develop a point of view for proposals and opportunities.
- Utilizing automation and digitization in a professional services environment, experimenting with new technologies, and working with large, complex data sets.
- Understanding pricing, client value, and the negotiation process.

PwC is an affirmative action and equal opportunity employer. We do not discriminate based on race, religion, national origin, gender, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran status, marital status, citizenship status, or any other legally protected status. We are committed to creating an inclusive workplace where all team members feel valued, respected, and supported.

For positions based in San Francisco, we will consider qualified candidates with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance.

To learn more about our work, visit our Tax Career Page at and our how we work page at . We also have a policy regarding hiring experienced or entry-level job seekers who will need PwC sponsorship through the H-1B lottery. For more information, please see our policy at .

Applications will be accepted until the position is filled or the posting is removed. For information about application deadlines, please visit . For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office, or other work site in New York State, please visit for pay range information.

Key Takeaways:

- Job Title: National Tax Services Exempt Organizations Senior Associate
- Company: PwC
- Experience: 3 years minimum
- Education: Bachelor's degree required, Juris Doctorate preferred
- Certifications: CPA, Enrolled Agent, or Member of the Bar preferred
- Specialization: Tax services for exempt organizations
- Travel: Up to 20%
- Responsibilities: Problem solving, critical thinking, research, data analysis, communication, and upholding ethical standards
- Technology: Digitization and automation
- Inclusion: Affirmative action and equal opportunity employer
- Location: Position may be filled or removed at any time
- Salary: Pay range information available for certain locations
- SEO-friendly job title: National Tax Services Exempt Organizations Senior Associate at PwC
- H1 and H2 friendly headings:
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Not applicable

Medical, dental, vision, retirement plans, paid time off

English

Tax Compliance, Consulting, Not-for-Profit, Healthcare, Higher Education, International Clients, Private Foundations, Public Charities, For-Profit Corporate, Partnerships, Individual Issues, SAS, Statistical Software, Statistical Analysis, Regression, Survival Analysis, Time Series Analysis, Technical Skills, Tax Forms, Automation, Digitization, Innovation, Data Sets, Data Visualization, Pricing, Client Value, Negotiation, Contracts, H-1B Sponsorship, Affirmative Action, Equal Opportunity, San Francisco Fair Chance Ordinance, Application Deadlines, Pay Range

Bachelor's Degree in Accounting, Taxation or related field; Juris Doctorate preferred

Interested candidates should apply through the PwC website using the job ID provided in the job description.

Qualification and Experience Bachelor's Degree in Accounting, Taxation or related field; Juris Doctorate preferred

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