Australian Private Client Services I Wealth Management- Experienced Associate

Industry/Sector

Specialism

Management Level

Job Description & Summary

The Opportunity

Join our Acceleration Center India and help shape the future of business for our diverse client portfolio across geographies and jurisdictions. You’ll work at the heart of global teams across Advisory, Assurance, Tax and Business Services—solving real client challenges through connected collaboration. We’ll help you grow your skills so you can go further. With hands-on learning, cutting-edge tools and an inclusive culture, this is your opportunity to do inspiring work that makes a difference—every day.

As an Australian Private Client Services I Wealth Management- Experienced Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. Within our Tax practice, you will help businesses navigate complex tax regulations and optimize their tax positions. As an Associate, you will be driven by curiosity, contributing to client engagement and projects while developing your skills and knowledge to deliver quality work. You will be exposed to clients to learn how to build meaningful connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources.

In this role at PwC Acceleration Center India, you will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non-compliance. You will adapt to working with a variety of clients and team members, each presenting unique challenges and scope. Every experience is an opportunity to learn and grow, taking ownership and consistently delivering work that drives value for our clients and success as a team. Embrace the chance to build a brand for yourself, opening doors to more opportunities.

Responsibilities

- Analyzing financial data to support tax compliance and strategy development
- Preparing and filing tax returns to assist clients in meeting their tax obligations
- Reviewing and validating clients' compliance with tax laws and regulations
- Drafting tax documents and conducting tax research to optimize client tax positions
- Monitoring and analyzing financial trends to provide insights for corporate tax planning
- Collaborating with team members to deliver quality work in a fast-paced environment
- Applying accounting practices and tax auditing skills to enhance client service delivery
- Engaging in project management tasks to support tax services and client engagements
- Developing commercial awareness and understanding of business operations
- Upholding professional and technical standards, including PwC's code of conduct and independence requirements

What You Must Have

- At least a Bachelor's degree in the following field of study: Accounting or Master's in Commerce
- At least 1 years of experience
- Oral and written proficiency in English required

Your impact 

Are you a quick-thinking self-starter with a strong passion for the Australian financial markets? Do you enjoy collaborating closely with teams dedicated to serving high-net-worth individuals and have a knack for innovative problem-solving? Our professionals work alongside Wealth Advisor teams to deliver proactive financial guidance and comprehensive implementation—covering tax preparation, investment management, and more—to meet the complex needs of Private High Net worth clients. We seek individuals who possess solid market knowledge and thrive in a dynamic, fast-paced environment where attention to detail, excellent communication, and a collaborative approach to client service are key to driving business success.

This is a role within our Australian Wealth management division responsible for overseeing the delivery, quality and performance of Wealth management services.

Roles and Responsibilities

• Work with Advisor team, providing comprehensive personal financial planning, investment planning, and tax services to Private high-net-worth individuals;
• Portfolio/ Market Analysis – Comprehend and effectively communicate - current portfolio positioning, performance attribution, market trends and investment themes in a manner which is suitable for the intended audience;
• Excellent written and verbal communication skills, including the ability to deliver presentations and communication;
• Collaborate closely with Wealth Advisor teams to support their private high-net-worth Clients;
• Plan and oversee new account onboarding, asset transfers, and other account service requests;
• Prepare client reports in areas such as cash flow planning, income tax projections, investment allocation, investment performance, and estate flowcharts;
• Proactively anticipate Client needs and recommend solutions to resolve issues related to investment transactions;
• Facilitate client portfolio performance reporting and analysis; and 
• Handle client-directed emails regarding positive/negative consent, exception tracking, and commenting.

Travel Requirements

Job Posting End Date