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 accounting/tax software (e.g., CCH Tax, Engagement, Caseware, or similar).
• Ability to manage multiple priorities in a fast-paced, client-service environment.
• Must be able to travel locally to clients when required.

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 process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP ("PKFOD") will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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