Junior Associate – Private Clients
Core
Junior Associate supporting Paris-based Private Clients teams with legal and tax compliance, campaign coordination, and dossier management for high-net-worth individuals and families.
Role type
Junior Associate (Private Clients)
Builds
Tax compliance campaigns, family legal structures, and client dossiers
Domain
Wealth management / Private Banking / Tax & Legal Compliance
Deliverable
client delivery
Required skills
Tax compliance, legal compliance, dossier management, tax campaign coordination, family structure setup, tax estimation review, property ratio calculation, billing administration, stakeholder coordination
Preferred skills
Digital tools affinity, automation (IA, agentique), English fluency
Technologies
IFU, wealth/revenue reporting tools, automation platforms
Responsibilities
Manage and follow up client dossiers; Monitor annual compliance obligations for clients and their structures; Contribute to setting up and following family legal structures (SCI, SARL, SAS); Pilot and coordinate tax declaration campaigns; Participate in developing and using declaration tools; Review tax estimates and contribute to claim processing; Calculate real estate ratios for wealth tax; Ensure profitability and billing of dossiers; Coordinate with PwC teams, clients, and external partners.
Seniority
Junior, entry-level with internship experience