Partner Tax Preparation Advisor

PwC

. Prepare partnership tax returns and related supporting schedules for private clients and privately owned businesses .

Posted 10/8/2026full-timeUnited StatesJuniorMid-Level💰 $50,500 - $112,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in partnership tax preparation, compliance standards, and financial analysis while effectively communicating with clients and team members. Proficient in gathering and validating tax data to ensure accurate and timely tax document preparation.

Highest-signal resume keywords

Partnership Tax PreparationTax Document PreparationFinancial ReconciliationTax Compliance StandardsClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax Data ValidationTax Legislation ResearchFinancial Information ReviewWorkpaper Drafting

Soft Skills

Active ListeningClear CommunicationAdaptability

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in Finance

Industry Keywords

Private ClientsTrust TaxPartnership TaxTax ComplianceFiling Requirements

About the role

Key responsibilities & impact

Prepare partnership tax returns and related supporting schedules for private clients and privately owned businesses
Gather, organize, and validate tax data from client records, prior returns, and internal sources
Draft tax documents, calculations, and workpapers supporting filing positions and compliance activities
Reconcile account balances and review financial information to identify discrepancies and follow-up items
Research tax rules, legislation updates, and filing requirements
Apply tax compliance and documentation standards across personal income tax, trust tax, and partnership tax matters
Monitor deadlines and status updates for timely completion of recurring tax preparation tasks
Communicate findings, questions, and needed information to team members and client contacts

Requirements

What you’ll need

At least a Bachelor's degree in Accounting or Finance
At least 1 year of experience
Knowledge of partnership tax preparation for private clients
Experience preparing tax documents, returns, and trust documents
Ability to gather information from varied sources and identify patterns
Ability to actively listen, ask questions, and clearly express ideas
Ability to learn professional tax standards and independence requirements
Ability to adapt to client needs in a fast-paced environment
Ability to work in one of the listed locations: New York, New York; Dallas, Texas; Boston, Massachusetts; or Houston, Texas
PwC does not intend to hire applicants who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth in the stated policy

Benefits

Comp & perks

Annual discretionary bonus
Medical insurance
Dental insurance
Vision insurance
401k
Holiday pay
Vacation
Personal and family sick leave