Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

PwC · 1 week ago

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

positionCA-Los Angeles
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$77K/yr - $214K/yr
date3+ years exp

PwC is a leading professional services firm that provides tax services to clients. The Senior Associate in Asset & Wealth Management will focus on tax planning, compliance, and strategy, helping clients navigate complex tax regulations and optimize their tax positions while building meaningful client connections.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
badNo H1Bnote

Responsibilities

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

Qualification

CPABar membershipData analysisData visualization toolsTax complianceClient relationship managementCritical thinkingProblem solvingSelf-awareness

Required

Bachelor's Degree
3 years of experience

Preferred

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
Member of the Bar

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
And more.

Company

PwC

twittertwittertwitter
Glassdoor3.7
company-logo
At PwC, we help clients drive their companies to the leading edge.
dateFounded in 1998
location
London, England, GBR
people-size10001+ employees
web-link
http://pwc.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

leader-logo
Havard Abrahamsen
CEO - Norway
leader-logo
Alex Sladen
Director - Global Marketing, Media & Partnerships
linkedin

Recent News

yicaiglobal.com
Chinese CEOs Are Particularly Optimistic About AI's Future, PwC's Global Chairman Says
2026-01-22
GlobeNewswire
Major Organizations Support Membership in CPA Canada, Strengthening the Profession Nationally and Internationally
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
20 People to Know in Accounting: Jantzen O’Neal
2026-01-09
Company data provided by crunchbase