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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in banking and capital markets tax compliance, including tax return preparation, regulatory obligations, and financial data analysis. Proven ability to lead teams, manage client engagements, and implement innovative tax delivery solutions.
Highest-signal resume keywords
Banking And Capital Markets Tax ComplianceCertified Public AccountantTax Research And PreparationProject ManagementClient Service Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ComplianceFinancial Data AnalysisTax Return PreparationRegulatory SubmissionsIssue ResolutionTax Process RefinementDigital Tools UtilizationBudgetingTax Law MonitoringPerformance Management
Soft Skills
CoachingCommunicationJudgmentMentoringCollaboration
Certifications & Qualifications
Certified Public AccountantMember Of The Bar
Industry Keywords
Financial ServicesTax AccountingRegulatory ObligationsClient EngagementsCompliance Findings
About the role
Key responsibilities & impact- Lead banking and capital markets tax compliance workstreams for client engagements
- Review financial data, tax returns, and supporting schedules for accuracy and completeness
- Analyze tax positions, filing requirements, and regulatory obligations for banking institutions and capital markets clients
- Coordinate preparation of tax documents and regulatory submissions according to client deadlines
- Lead teams through tax research, issue resolution, and documentation of compliance findings
- Coach staff members on tax accounting, return preparation, and review procedures
- Apply project management methods to balance timelines, budgets, and deliverables across multiple engagements
- Identify opportunities to refine tax processes, use digital tools, and improve delivery efficiency
- Monitor changes in tax laws and industry developments affecting financial services clients
- Communicate findings and recommendations to client leadership and internal stakeholders
- Manage performance, apply judgment across multiple deliverables, and develop practical solutions supporting client expectations and team growth
Requirements
What you’ll need- At least a Bachelor's degree
- At least 4 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- Banking and capital markets tax compliance experience
- Managing client service workstreams and deliverables
- Mentoring teams through tax research and preparation
- Utilizing technology and innovation in tax delivery
- Taking ownership of project planning and budgeting
- Navigating complex tax issues with professional skepticism
- Willingness to travel up to 20%
- Must not require, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth in PwC's policy
Benefits
Comp & perks- Annual discretionary bonus
- Medical insurance
- Dental insurance
- Vision insurance
- 401k
- Holiday pay
- Vacation
- Personal and family sick leave