PKF O'Connor Davies · 1 week ago
Senior Tax Associate - Private Foundation
New York, NY
Full-time
Onsite
Mid, Senior Level
$80K/yr - $90K/yr
3+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm seeking a Senior Tax Associate with experience in private foundation and nonprofit tax compliance. This role focuses on serving private foundations, high-net-worth individuals, and nonprofit organizations while providing exposure to complex tax issues and opportunities for professional growth.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
Prepare federal and state tax returns for private foundations and nonprofit organizations, including Forms 990, 990-PF, 990-T, 990-EZ, and related schedules
Assist with compliance for excise taxes, charitable contribution substantiation, and grant-making activities
Support tax planning and advisory services for private foundations and affiliated high-net-worth individuals
Research and analyze complex tax issues related to nonprofits, private foundations, and unrelated business income (UBI)
Coordinate with supervisors and managers to meet client deadlines and deliver high-quality client service
Review work prepared by associates and provide guidance and mentorship
Communicate directly with clients to gather information and respond to questions
Assist with IRS and state notices, audits, and inquiries as needed
Qualification
Required
Bachelor's degree in Accounting from an accredited college/university required
3+ years of progressive public accounting experience, with demonstrated exposure to private foundation and nonprofit tax
Strong knowledge of IRS regulations applicable to private foundations and tax-exempt organizations
Excellent interpersonal, verbal, and written communication skills
Ability to juggle priorities in a fast-paced environment and to supervise staff and interns on multiple engagements
Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues
Proficient with Microsoft Office Suite and tax software (e.g., ProSystem fx, Engagement)
Preferred
MST degree a plus
Active CPA license or EA certification preferred
Experience working with high-net-worth individuals and closely held entities is 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.
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
2026-01-23
2026-01-22
2026-01-14
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