Matthew Lucas

About Matthew Lucas

Graduated from Roger Williams University in May 2025 with a double major in Finance and Accounting and a minor in Psychology. I am beginning my career as a Tax Accountant at PwC, where I bring a detail-oriented and analytical mindset to solving complex client challenges. Currently, I am actively preparing for the CPA exam to further strengthen my technical knowledge and advance my professional development. My leadership and collaboration skills were shaped through my experience as a captain of the university’s wrestling team, where I developed a strong sense of discipline, teamwork, and the ability to lead under pressure.

Experience

1. am Tax Associate

   PwC

   Jun 2025 — Present · Boston, MA, US

   As part of PwC’s Asset & Wealth Management tax practice, I work with private equity and hedge fund clients to deliver accurate, timely, and strategic tax solutions. My role involves preparing and reviewing complex partnership tax returns (Form 1065, Schedule K-1), conducting in-depth research on federal, state, and international tax regulations, and advising on optimal tax structures. I collaborate closely with teams and clients to navigate the unique challenges of fund structures, support compliance and planning initiatives, and leverage technology to streamline processes. This position demands precision, adaptability, and a deep understanding of the asset management industry.

Education

• Danbury High School

  High School Diploma

• Roger Williams University

  Bachelor of Science - BS, Accounting and Finance

  2021 — 2025