Tax Senior Associate, M&A at PKF O'Connor Davies | NY, US | Rezi

Tax Senior Associate, M&A at PKF O'Connor Davies

Tax Senior Associate, M&A

PKF O'Connor Davies · NY, US

5 days ago

Tax Senior Associate, M&A

PKF O'Connor Davies · NY, US

5 days ago
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About the Role

The Senior will be part of the Advisory team and function as the primary support for Tax M&A. This role offers opportunities for continued advancement and promotion within the growing Advisory and Tax practices.

Responsibilities

  • Assist clients in corporate and private equity tax matters, including research and assessment of federal tax issues involving entity formation, deal structuring, M&A tax due diligence, and business tax advisory.
  • Perform due diligence, including the review of tax returns, financials, and other tax/non-tax documentation to assess tax risks and identify opportunities for tax efficiencies.
  • Review transaction documents including purchase agreements and disclosure schedules.
  • Develop and communicate complex tax models, tax benefit analysis, and other tax calculations.
  • Provide tax advice and support to clients and their legal advisors.
  • Conduct legal research and apply tax law to transaction scenarios (including modeling).
  • Keep apprised of issues relevant to the accounting industry as well as federal, state and local tax laws.
  • Monitor emerging tax issues that could impact clients, such as private equity firms.
  • Perform special projects assigned.

Requirements

  • 3+ years of U.S. corporate income tax experience in a legal capacity, preferably with a law firm, CPA firm or tax department of a major corporation.
  • Excellent analytical and problem-solving skills.
  • Strong accounting knowledge and Excel modeling skills.
  • Strong research skills.
  • Superior verbal and written communication skills.
  • Ability to handle multiple projects at one time.
  • Strong attention to detail.
  • Ability to work independently and in a fast-paced and challenging team environment.
  • Experience reviewing documents for corporate governance as well as external contracts.
  • Must be able to work in the office a minimum of 3 days per week and travel to other PKFOD offices as needed.
  • Must be currently authorized to work in the United States on a full-time basis.
  • No visa sponsorship is available.

Skills

  • Excel modeling

Location

  • U.S.

Work Type

  • Full-time
  • Hybrid

Experience Level

  • Senior

Education Level

  • CPA license or J.D. preferred
  • LL.M. in Taxation preferred

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.