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About the Role
The Senior Tax Associate will support tax planning and compliance for high-net-worth individuals and families, with a focus on financial services clients like private equity fund managers and investment bankers. This role involves close collaboration with Managers and Partners to deliver high-quality client service in a dynamic environment that values technical excellence and responsiveness.
Responsibilities
- Assist in providing tax planning and compliance services to high-net-worth clients.
- Prepare complex tax returns, including individual (1040) and partnership filings.
- Prepare small business returns (C Corps, S Corps and Partnerships).
- Maintain regular communication with clients and internal teams to support ongoing engagements.
- Prepare tax workpapers and conduct tax research related to high-net-worth individuals and related entities.
- Develop an understanding of hedge fund K-1 reporting and its impact on individual taxation.
- Review work prepared by junior staff for accuracy and completeness.
- Mentor and support junior team members, providing guidance and feedback.
- Stay current on federal and state tax law developments and apply changes to client work.
Requirements
- 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.
- Active CPA license or EA certification or in progress preferred.
- 3+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
- Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR.
- General understanding of pass-through entity taxation at both the individual and entity level.
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
- Strong analytical, organizational, and problem-solving skills.
- Effective interpersonal, verbal, and written communication skills.
- Ability to manage multiple assignments and meet deadlines in a fast-paced environment.
- Demonstrated ability to work both independently and as part of a team.
- Applicants must be currently authorized to work in the United States on a full-time basis.
- Unable to provide visa sponsorship now or in the future.
Skills
- Tax planning
- Tax compliance
- Individual taxation
- Partnership taxation
- C Corp taxation
- S Corp taxation
- Hedge fund K-1 reporting
- Foreign reporting requirements
- MS Office Suite
- Tax research platforms
- ProSystems FX (preferred)
Location
- U.S.
Work Type
- Full-time
- Hybrid
Experience Level
- Senior
Education Level
- Bachelor's degree in Accounting
- MST (a plus)
Salary/Compensations
- $80,000 - $90,000
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.