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 and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of CCH Axcess preferred.
• Experience with multi-entity and multi-state taxation issues.
• Strong organizational, analytical, and problem-solving skills.
• Strong interpersonal, verbal, and written communication skills.
• Experience performing, documenting, and summarizing tax research conclusions.
• Demonstrated ability to work collaboratively and build strong professional relationships.

Compensation & Benefits:

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.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

To all staffing agencies: PKF O'Connor Davies Advisory, LLC ("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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