PKF O'Connor Davies · 1 day ago
Senior Tax Associate
PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering real value to clients. The Senior Tax Associate will be responsible for the preparation and review of tax returns, advising clients on tax implications, and managing client relationships while ensuring compliance with tax regulations.
AccountingAdviceConsultingFinancial Services
Responsibilities
Provide detail review and analysis of individual, corporate and partnership tax returns
Prepare more complex tax returns
Build new and existing client relationships and demonstrate knowledge of client’s businesses
Work closely with Tax Partners to satisfy the needs with planning compliance
Understand and manage firm risk on tax services performed
Remain up-to-date on current tax practices and changes in tax law
Prepare research memoranda, written correspondence/guidance and other documents
Develop, motivate and train staff
Manage multiple clients, budgets and production goals
Qualification
Required
Bachelor's degree in Accounting from an accredited college/university required
3+ years progressive tax compliance experience in public accounting required
Proficient tax compliance knowledge with individual, corporate and partnership returns
Strong accounting, tax and analytical skills
Excellent interpersonal, verbal and written communication skills
Experience as a team leader: supervising and training teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback
Performing, documenting, summarizing and reviewing research conclusions regarding specific tax issues
Ability to work additional hours as needed to meet client deliverables
Preferred
MST a plus
CPA license or EA designation a plus
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.
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
Recent News
2026-01-23
2026-01-22
2026-01-14
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