PwC

Exempt organization_Associates

PwC  •  Kolkata, IN / Bengaluru, IN (Onsite)  •  7 hours ago
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Job Description

Industry/Sector

Not Applicable

Specialism

Global Mobility Services

Management Level

Associate

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 a Tax Consulting and Advising Associate you will support tax planning, compliance, and advisory work across a range of client needs, using a learning mindset to gather facts, interpret data, and contribute to project tasks. As an Associate you will focus on curiosity, adaptability, and reliability, building your professional brand while learning from varied stakeholders and handling changing priorities in a fast-paced environment. In this role within our Tax practice, you will apply professional and technical standards, ask thoughtful questions, collaborate across teams, and deliver quality work that supports client service and team goals.

At PwC, this opportunity sits within our Tax Services group and the Global Mobility Services network, where the work centers on advising businesses through complex tax topics and helping them manage tax planning, compliance, and strategy. In this role at PwC, you will develop commercial awareness, respond to different perspectives, take ownership of assigned work, and contribute to a team that values learning, accountability, and steady growth.

Responsibilities

  • Supporting tax consulting and advising engagements focused on exempt organization matters, including planning, compliance, and technical research
  • Gathering and organizing facts from client records, tax documents, and other source materials to support issue analysis and deliverable preparation
  • Preparing draft memoranda, summaries, schedules, and technical materials for review by senior team members
  • Assisting with tax law and policy research across federal exempt organization rules, filing requirements, and compliance topics
  • Analyzing financial data and organizational information to help identify tax reporting issues and support client recommendations
  • Coordinating document management tasks and tracking work items to keep engagement files organized and current
  • Applying learning mindset and feedback to build technical skills in tax consulting, advisory work, and professional standards
  • Communicating progress, questions, and findings clearly to support team priorities and client deadlines

What You Must Have

  • Form 990 preparation and review
  • Understanding of Form 990-N, 990-EZ, 990 and 990-PF
  • Public charity status and public support testing
  • Working knowledge of key schedules, especially Schedules A, B and C
  • Understanding of revenue, expenses, assets and functional expense reporting
  • Knowledge of governance, compensation and related-party disclosures
  • Awareness of UBIT / Form 990-T
  • Ability to interpret financial statements and trial balances
  • Strong Excel and tax documentation/reconciliation skills
  • What Sets You Apart:
  • End-to-end Form 990 expertise: Hands-on experience preparing and reviewing Form 990 and applicable schedules.
  • Strong exempt organization knowledge: Ability to navigate public charity status, public support tests, governance, compensation, and compliance requirements.
  • Analytical mindset: Able to reconcile financial statements and trial balances to Form 990 and identify reporting inconsistencies.
  • Beyond compliance: Understands how Form 990 impacts an organization’s transparency, governance, and public reputation.
  • Technology-driven approach: Uses advanced Excel, automation, and AI-enabled tools to improve accuracy and efficiency.

Travel Requirements

Job Posting End Date

PwC

About PwC

At PwC, we help clients drive their companies to the leading edge. We’re a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help build, accelerate and sustain momentum. Find out more at www.pwc.com.

PwC: Audit and assurance, consulting and tax services

PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.

Industry
Consulting & Advisory
Company Size
10,000+ employees
Headquarters
, GB
Year Founded
Unknown
Website
pwc.com
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