PKF O'Connor Davies · 2 days ago
Senior Tax Associate/ Supervisor – Private Client Group
Wethersfield, CT
Full-time
Onsite
Mid, Senior Level
3+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to exceptional client service. They are seeking a Senior Tax Associate/Supervisor to join their Private Client Group, responsible for preparing tax returns, supervising associates, and providing high-level financial compliance services.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
Prepare individual, trust, estate, gift and foundation tax returns
Prepare estate and trust fiduciary accountings
Provide high level personal financial and estate compliance services
Review tax information supplied by clients and provide timely, high quality client service that meets or exceeds client expectations
Supervise, train, mentor and evaluate tax associates
Perform tax research and respond to inquiries from the IRS and other tax authorities
Stay current on new tax legislation
Qualification
Required
BA/BS degree in Accounting from an accredited college/university required
3+ year's progressive experience in public accounting required
Experience in individual, estate, trust and gift tax preparation, fiduciary accounting and research software required
Knowledge of Federal, State and Local tax laws
Ability to establish and maintain good client relationships
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications required
Must be able to work additional hours as needed to meet client deliverables
Preferred
Master's in Taxation preferred
CPA certification or demonstrated progress towards obtaining CPA certification preferred
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
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
P
Philip Comerford
Chief Financial Officer
Jonathan Moore
Partner-in-Charge, Advisory Services
Recent News
2026-01-09
2026-01-05
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