Senior Associate, Outsourcing Practice

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 Associate to join our Outsourcing Practice. In this role, you will support multiple client engagements, perform accounting and tax-related work, and assist with the day-to-day delivery of high-quality client service. You will work closely with Supervisors, Managers, Directors, and Partners, interact directly with clients, and provide guidance to junior team members. This position offers the opportunity to expand your technical expertise, take on increasing responsibility, and continue developing your career in a collaborative and supportive environment focused on professional growth and exceptional client service.

KEY RESPONSIBILITIES

Accounting & Advisory Services

• Prepare financial statements, and other accounting reports.
• Oversee monthly, quarterly, and annual accounting services, including write-up work, account reconciliations, payroll tax, and sales tax compliance.
• Review journal entries, account classifications, and supporting documentation to ensure accuracy and compliance with applicable standards.
• Perform technical accounting research and assist clients with complex accounting matters.

Tax Services

• Prepare individual, partnership, S corporation, and C corporation tax returns.
• Conduct tax research, prepare technical memoranda, and assist in identifying planning opportunities for clients.
• Prepare income tax projections and assist clients with federal, state, and multi-state tax compliance issues.
• Stay current on tax law developments and communicate relevant changes to clients and engagement teams.

Leadership & Team Development

• Supervise, coach, and mentor staff and interns, providing ongoing feedback and technical guidance.
• Review staff work product to ensure quality, accuracy, and adherence to firm standards.
• Assist Supervisors and Managers with staff scheduling, workload management, and engagement staffing.
• Foster a collaborative team environment that encourages professional development and continuous improvement.

Professional Development

• Actively participate in continuing professional education (CPE), internal training programs, and technical learning opportunities.
• Attend professional development events, industry seminars, and networking activities to enhance technical knowledge and build professional relationships.

 QUALIFICATIONS

• Must be able to work in-office a minimum of 3 days per week.
• Bachelor’s or Master’s degree in Accounting, Tax, Business, or a related field from an accredited college or university required.
• Active CPA license, EA certification or progress toward certification preferred.
• 3+ years of progressive accounting experience, preferably within a CPA firm.
• Strong knowledge of accounting principles, financial reporting, and tax compliance.
• Experience preparing and reviewing individual and business tax returns.
• Experience serving commercial, closely held, and family-owned business clients preferred.
• Strong analytical, organizational, project management, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency with Microsoft Office Suite and accountin