Financial Markets & RE - Financial Products Tax, Senior Associate

Financial Markets & RE - Financial Products Tax, Senior Associate

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Job Category Financial Markets Business Advisory Line of Service Tax Level Senior Associate Specialty/Competency General Tax Consulting Industry/Sector FS X-Sector Job Type Regular Time Type Full time Travel Requirements Up to 20% Job ID 516747WD Location(s) TX-Dallas, NY-New York

A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients’ complex accounting and financial reporting challenges, as well as their broader business issues.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Use feedback and reflection to develop self awareness, personal strengths and address development areas.
  • Delegate to others to provide stretch opportunities, coaching them to deliver results.
  • Demonstrate critical thinking and the ability to bring order to unstructured problems.
  • Use a broad range of tools and techniques to extract insights from current industry or sector trends.
  • Review your work and that of others for quality, accuracy and relevance.
  • Know how and when to use tools available for a given situation and can explain the reasons for this choice.
  • Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
  • Use straightforward communication, in a structured way, when influencing and connecting with others.
  • Able to read situations and modify behavior to build quality relationships.
  • Uphold the firm's code of ethics and business conduct.



Teamwork is an essential component of our group. As an associate, you will be constantly working as part of a broader team of all levels. This requires a consistent dedication to the quality of work, the ability to proactively seek guidance and feedback, taking ownership and leading, and contributing to a positive work environment.

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:
Bachelor Degree

Minimum Years of Experience:
2 year(s)

Certification(s) Required:

Before starting with PwC full-time, must meet all educational requirements to be eligible for the primary credential license appropriate for relevant practice area, such as having 150 credit hours for the CPA license in the state in which your office will be located or the educational requirements to license for other relevant credentials, for example the Certified Financial Analyst (CFA) or Project Management Professional (PMP).

Preferred Qualifications:

Preferred Fields of Study:
Accounting, Accounting & Finance, Finance, Engineering and Business, Real Estate

Additional Educational Preferences:

A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered.

Certification(s) Preferred:

A credential must be obtained prior to being promoted to Manager: CPA or CFA preferred.

Preferred Knowledge/Skills:

Demonstrates thorough abilities and/or a proven record of success in financial issues, capital markets and product life cycle; knowledge which will be enhanced by working on various client engagements and assignments related to complex financial issuing, investing in or trading financial instruments. Candidates who have experience working with financial products that use LIBOR as a reference rate are desired.

Demonstrates thorough abilities and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time including the following areas:

  • Applying accounting, tax and regulatory standards to complex financial instruments;
  • Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwriters, attorneys, etc.;
  • Performing valuation analysis of financial instruments and structured products;
  • Assessing the reasonableness of valuations and financial models prepared by others; and,
  • Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations.

Demonstrates thorough abilities and/or a proven record of success in problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas:

  • Researching and analyzing clients, industry, and financial matters, while demonstrating technical and analytical skills;
  • Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling;
  • Applying accounting treatments of financial products and securitizations held by financial institutions, including familiarity with regulatory requirements related to securitization; and,
  • Communicating effectively, both written and verbally, within a professional services business environment.

Demonstrates thorough abilities and/or a proven record of success as a team leader:

  • Participating in client discussions and meetings;
  • Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and,
  • Being agile in a changing environment while managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues.

Demonstrates thorough abilities and/or a proven record of success in automation & digitization in a professional services environment including but not limited to:

  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
  • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and utilizing digitization tools to reduce hours and optimize engagements.

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.





For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniorassociate

Financial Markets & RE - Financial Products Tax, Senior Associate

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    PwC Recruiting: H-1B Lottery Policy

    PwC currently is not hiring experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth here.

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