Senior Tax Associate - Not-for-Profit

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 growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a variety of tax-exempt organizations, including public charities, private foundations, educational institutions, healthcare organizations, and other nonprofit entities.

The ideal candidate will have a solid foundation in exempt organization taxation, strong technical skills, and the ability to manage multiple engagements while delivering high-quality client service.

Key Responsibilities

• Prepare Forms 990, 990-EZ, 990-PF, and 990-T, along with related state filings
• Prepare unrelated business income tax (UBIT) calculations and supporting workpapers
• Assist with research and analysis of tax issues affecting exempt organizations
• Support advisory projects involving: Public support testing; Private foundation compliance; Intermediate sanctions and excess benefit transactions; State charitable registrations
• Communicate with clients to gather information and resolve questions
• Assist with IRS notices and correspondence
• Train and mentor interns and staff accountants on engagement responsibilities
• Manage assigned engagements to ensure deadlines and quality standards are met

Qualifications

• Bachelor's degree in Accounting from an accredited college/university required
• 3+ years of progressive tax experience in public accounting, with a focus on not-for-profit taxation required
• CPA license or working toward CPA certification preferred
• Experience working with large exempt organizations
• Experience preparing complex tax returns and supporting documentation
• Working knowledge of tax laws and regulations impacting exempt organizations
• Strong interpersonal, verbal, and written communication skills
• Experience training and mentoring junior staff
• Excellent analytical skills with strong attention to detail
• Ability to effectively manage workload and deadlines across multiple client engagements
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA); Knowledge of ProSystems FX preferred

Compensation & Benefits:

The compensation for this position ranges from $80,000 - $90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring