Senior Associate - Tax & Legal Services

• Preparing risk management procedures, i.e. new client questionnaire, CES checking, assignment acceptance, relationship check, umbrella agreement, and confirmation of engagement. (This preparation can be delegated to associate).
• Participating in the discussion with the team about the big picture of the project.
• Helping manager in scoping, both scope of work and scope of exclusion.
• Estimating fee for doing the project, e.g. fee for each team members, etc.
• Organizing timeline.
• Managing workload between senior associate’s workload and associate/ junior team member’s workload.
• Preparing data request.
• Preparing data template, i.e. power of attorney and assignment letter (for tax dispute only).
• Reviewing associate/ junior team member’s work.
• Reporting to the manager in order to be reviewed by the manager.

• Revising (if needed).

Engagement

• Participating in meeting with client to make minutes of meeting (MOM).
• Briefing associate/ junior team member about the tasks that will be delegated, e.g. make cover letter, research regulation, collect or complete all the documents that are needed, make recapitulation and reconciliation, etc.
• Mentoring and monitoring associate/ junior team member in doing the tasks.
• Monitoring provision of data from client.
• Monitoring provision of data from target company (for due diligence only).
• Monitoring timeline and work progress.
• Research regulation and other support data (for tax advisory only).
• Reviewing or assessing the document or sampling (if the deadline is tight).
• Reviewing work done by the associate/ junior team member, e.g. calculation, wording, regulation, etc.
• Discussing or sharing information with ABAS (for audit support only) and FAS (for due diligence only).
• Identifying tax issue in order to prepare memo in report.
• Analyzing tax issue based on tax, law, and finance side in order to prepare draft comments in report (for tax advisory only).
• Updating the rest of team members on progress or issues encountered.
• Preparing tax return (for compliance only), response letter, caveat, and appeal letter (for tax dispute only) or sometimes these tasks are delegated to the associate.
• Making report which contains calculation, supporting document, tax impact, and key issue.
• Reporting to the manager in order to be reviewed by the manager.
• Discussing with the manager about the tax issues.
• Revising report (if needed).
• Submitting tax return to the tax office (for compliance only).
• Participating in the discussion with tax office to support manager about the documents (for tax dispute only).
• Preparing the supporting document that will be submitted to the tax office (for tax dispute only).
• Participating in closing conference (for tax dispute only).

Post Engagement

• Preparing billing description, i.e. compiling timesheet, counting recovery in percentage, and making invoice.
• Organizing documents that will be filed.
• Delegating filing task to associate.
• Monitoring filing and cross-referencing.

• Compiling data with other line of service, i.e. ABAS (for audit support only) and FAS (for due diligence and tax advisory). develop internal relationships and your PwC brand