Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

We are seeking an experienced Tax Supervisor to join our Financial Services team. The ideal candidate will be responsible for reviewing tax returns and overseeing the preparation and coordination of tax compliance and advisory services for clients in the financial services industry, including hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals. This role requires strong technical tax knowledge, excellent analytical and organizational skills, and the ability to manage multiple engagements while supporting client service initiatives and mentoring staff.

Responsibilities

Interact closely with clients to provide advanced tax planning, consulting and compliance expertise.
Prepare complex tax returns and review returns prepared by Tax Associates and Tax Seniors.
Oversee and supervise all tax reporting and compliance with federal, state, local, and international tax laws.
Analyze and review financial data to identify tax savings and minimization opportunities.
Conduct research on tax laws and regulations, keeping abreast of changes and developments.
Provide guidance and support to tax staff and assist in their professional development.
Build and maintain strong relationships with partners, clients, and industry professionals.
Actively participate in professional organizations, industry events, and networking groups to enhance the firm’s visibility and reputation.
Set clear goals and expectations for the tax team, providing regular feedback and performance evaluations.
Participate in relevant training programs, seminars, and workshops to enhance tax knowledge and skills.

Requirements

Must be able to work in the New York City office a minimum of three days per week. Monday and Wednesday are required in-office days to support team meetings, training and mentoring, and collaboration. The third in-office day may be flexible based on business needs.
5+ years of progressive financial services tax experience required.
Experience working with asset management clients – e.g., hedge funds, fund of funds, private equity funds, management companies and high-net-worth individuals required.
Strong knowledge of federal, state, local, and international tax laws and regulations.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to lead and mentor the tax team, fostering a collaborative and high-performance work environment.
Ability to manage multiple projects and meet deadlines.
Proficiency with Microsoft Office Suite; experience with tax software (e.g., CCH Tax, Engagement, or similar) preferred.

Skills

Tax planning
Tax consulting
Tax compliance
Financial data analysis
Tax law research
Staff mentorship
Client relationship management
Networking
Team leadership
Project management
Microsoft Office Suite
Tax software proficiency

Location

New York City

Work Type

Hybrid

Experience Level

5+ years

Education Level

Bachelor’s degree in Accounting
MST degree a plus
Active CPA license, EA certification, or progress toward certification preferred

Salary/Compensations

$95,000 - $115,000

Benefits

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

About the Company

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!

Equal Opportunity

PKFOD is an equal opportunity employer.
The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.