Level

PwC

U.S. Tax Opportunities

AI in this role

Line of Service

Tax

Industry/Sector

Specialism

Domestic Tax Compliance

Management Level

Senior Associate

Job Description & Summary

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.

PwC’s Tax Group in Bermuda has exciting employment opportunities at the Associate, Experienced Associate, Senior Associate, Manager and Senior Manager levels. As a member of the Tax Group, you will assist local and offshore businesses, individuals and organisations with their U.S., Bermuda, and international tax strategy, planning and compliance, while delivering a wide range of business advisory services. 

 

What we look for:  

All Roles: 

  • Bachelor’s degree in business, finance, economics, accounting, taxation, or law from an accredited university 

  • International Tax experience preferred (required for Experienced Associate and above) 

  • Eligibility to sit for the CPA or U.S. Bar exam (or international equivalent); relevant US Tax certifications (e.g., Enrolled Agent) also considered 

  • Candidates with substantial relevant Tax experience (especially US tax) may be considered even without CPA/EA eligibility 

Associate: 

  • Entry-level; International Tax experience preferred but not required 

Experienced Associate: 

  • 1+ years of International Tax experience required 

Senior Associate 

  • 2+ years of International Tax experience required 

  • Must have written or be scheduled to write CPA exams, or hold an equivalent US Tax certification 

  • Candidates with 3+ years relevant Tax experience (US tax preferred) considered 

Manager 

  • US CPA, US Bar admission, or equivalent US Tax certification required (or relevant experience) 

  • 5+ years of tax-focused work experience with an international accounting/law firm or similar, specializing in partnership/corporate tax issues 

  • Proven managerial and operational experience 

Senior Manager 

  • US CPA, US Bar admission, or equivalent US Tax certification required (or relevant experience) 

  • 7+ years of tax-focused work experience with an international accounting/law firm or similar, specializing in partnership/corporate tax issues 

  • Expertise in asset management or insurance is an advantage 

Key Responsibilities (All Roles): 

  • Prepare and review tax returns for insurance companies, investment funds, and other filings (primarily US tax) 

  • Conduct and supervise tax research; draft technical memoranda 

  • Prepare presentation materials for marketing tax services 

  • Meet with clients to discuss tax issues 

Additional for Manager/Senior Manager: 

  • Manage client engagements, staffing, and economics 

  • Extensive knowledge of US tax compliance and consulting for investment funds/insurance companies, including tax software expertise; equivalent non-US experience considered. 

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Practices, Active Listening, Analytical Thinking, Communication, Corporate Tax Planning, Creativity, Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Audit, Financial Review, Financial Statement Analysis, Inclusion, Intellectual Curiosity, Learning Agility, Monitoring and Analyzing Financial Trends, Optimism, Preparing Tax Documents, Project Management, Regulatory Compliance Consulting, Regulatory Submissions Filing, Self-Awareness {+ 9 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

Yes

Government Clearance Required?

Yes

Job Posting End Date

How we score this

U.S. Tax Opportunities at PwC scores 37 out of 100 on AI centrality, which makes it AI Level 1 of 4 (Little AI) on this board. The level measures how much of the work is AI, not seniority.

Classification

AI Level 1. The work itself involves no AI, or AI only appears as scenery, such as a company tagline.

  1. AI Level 480 to 100
  2. AI Level 360 to 79
  3. AI Level 240 to 59
  4. AI Level 10 to 39

Bands come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

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