Senior Tax Associate

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking an experienced Senior Tax Associate to join our team. This role will focus on the preparation of tax returns for professional services clients, as well as high-net-worth individuals, families, and related entities.

The ideal candidate will bring strong technical tax knowledge, excellent organizational skills, and experience working with clients who have complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations. This individual will work closely with Supervisors, Managers, and Directors to deliver high-quality client service while continuing to develop technical expertise and client relationship skills.

Key Responsibilities

Client Engagement & Relationship Management

• Assist in serving as the day-to-day contact for clients and support the development of strong client relationships.
• Support tax planning and advisory services for:
• S Corporations
• High-Net-Worth Individuals and Families
• Trusts & Estates
• Partnerships and pass-through entity owners
• Deliver responsive, high-quality client service and communicate effectively with clients and internal teams.

Tax Compliance & Technical Expertise

• Prepare and review federal, state, and local tax returns, including:
• 1040 (Individual)
• 1041 (Trusts & Estates)
• 1065 and 1120-S related to partnerships and S corporations
• 709 (Gift Tax)
• Related entities such as management companies, holding companies, and investment partnerships
• Assist with matters such as:
• Multi-state income tax issues
• Retirement plan strategies
• Buy-in/buy-out structures
• Partner compensation models
• K-1 allocation issues
• Entity structuring and conversion strategies
• Perform tax research and prepare technical memoranda related to tax matters.
• Stay current on tax law developments and industry trends.

Leadership & Team Development

• Mentor and support Associates and Interns on client engagements.
• Start to review workpapers and tax returns prepared by Associates and Interns for accuracy and completeness.
• Collaborate with Supervisors, Managers, and Directors on engagement workflow and deliverables.
• Contribute to a collaborative team environment and support knowledge-sharing within the practice.

Project & Engagement Management

• Manage multiple engagements simultaneously while ensuring timely and accurate deliverables.
• Assist with managing client expectations and meeting engagement deadlines.
• Maintain strong organization and attention to detail in a fast-paced environment.

 Qualifications

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor’s degree in Accounting from an accredited college/university required.
• MST a plus.
• Active CPA license, EA certification, or progress toward certification preferred.
• 3+ years of progressive tax experience in public accounting required.
• Strong technical knowledge and experience preparing and reviewing individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
• Proficient with MS Office Suite