Associate – M&A Tax Financial Services

About the role

Join PwC’s Financial Services team in Zurich as an Associate focusing on M&A tax advisory. You will work with leading banks, insurers, asset managers and other financial institutions, helping them navigate complex transactions and strategic transformations. The role offers exposure to international deals and collaboration with multidisciplinary experts.

Key responsibilities

• Support financial services clients on international M&A and transaction‑related projects across the transaction lifecycle.
• Analyse market trends, industry developments and competitive landscapes to identify strategic opportunities and risks.
• Develop quantitative and qualitative analyses to support client decision‑making and business transformation initiatives.
• Contribute to transaction assessments, operating model reviews and value‑creation initiatives within financial institutions.
• Prepare client presentations, reports and executive materials for senior stakeholders.
• Collaborate with multidisciplinary and international teams to deliver high‑quality solutions for clients.

Required profile

• Master’s degree in Finance, Banking, Economics, Business Administration, Accounting or a related field.
• Strong interest in financial services, corporate transactions and strategic consulting.
• Relevant internship or professional experience in consulting, corporate finance, transaction advisory, investment banking or financial services.
• Excellent analytical and problem‑solving skills with the ability to translate data into actionable insights.
• Strong proficiency in Microsoft PowerPoint and Excel.
• Ability to work effectively in dynamic, international and team‑oriented environments.
• Excellent written and verbal communication skills in English; additional language skills are an advantage.
• Entrepreneurial mindset, intellectual curiosity and a proactive approach to learning and professional growth.

Required skills

• Microsoft PowerPoint
• Microsoft Excel