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Senior Associate-Business Solutions Group jobs in United States
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PKF O'Connor Davies · 1 week ago

Senior Associate-Business Solutions Group

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering exceptional service and fostering long-term relationships. The Senior Associate in the Business Solutions Group will lead client engagements, prepare and review financial statements and tax returns, and manage staff while ensuring client satisfaction and compliance with deadlines.
AccountingAdviceConsultingFinancial Services
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Responsibilities

Maintain write-up, bank reconciliations, payroll/sales tax and complex technical activities and conduct a self-review before submission
Prepare and review financial statements, consolidated statements and various other accounting statements
Oversee multiple client engagements and oversee staff to meet deliverable deadlines within budget, identify roadblocks and understand critical milestones to meet client service expectations
Maintain active communication with clients and manage expectations, ensure satisfaction and lead change efforts
Prepare and/or review various tax returns, financial statements, monthly/quarterly write-up services, engagement documentation and related reports
Review and verify the accuracy of journal entries and accounting classification assigned to various records
Conduct tax research, income tax projections and prepare complex entity and individual tax returns/identify multi state tax issues
Oversee and supervise work of staff and interns and assist/train staff/interns as well as assist manager in the scheduling of staff
Identify and communicate to management suggestions to improve client internal controls and accounting procedures
Actively participate in learning and development opportunities, formal learning (CPE) and training programs
Attend professional development, networking events and training seminars on a regular basis

Qualification

BA/BS in AccountingCPA certificationAccounting experienceTax preparationMicrosoft Office proficiencyCCH AxcessProsystemsFxAnalytical skillsInterpersonal skillsOrganizational skills

Required

BA/BS degree in Accounting from an accredited college/university is required
Solid working knowledge of personal and business taxes
Excellent interpersonal and communication skills
Strong analytical and organizational skills
Proficiency in Microsoft Office products, CCH Axcess, ProsystemsFx and other accounting-related software packages
Working additional hours may be needed to meet client deliverables
Travel to various local client locations via personal vehicle may be required

Preferred

Master's in Accounting
3+ years of relevant accounting and tax experience in a CPA firm
CPA certification
Experience working on various commercial engagements

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

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PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.

Funding

Current Stage
Late Stage
Total Funding
$40M
Key Investors
Investcorp,PSP Investments
2024-11-18Private Equity· $40M

Leadership Team

P
Philip Comerford
Chief Financial Officer
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Jonathan Moore
Partner-in-Charge, Advisory Services
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Company data provided by crunchbase