Tax Associate – Professional Services Taxation

Job Description

Tax Associate | PKF O’Connor Davies

The Tone:
This is a full-time role at PKF O’Connor Davies, located in one of their U.S. offices, requiring 4 days of in-office work per week. The firm is a top-ranked accounting, tax, and advisory firm with a century-long reputation for deep industry expertise and a personalized approach. This role is vital for providing high-quality tax compliance services to professional services clients and high-net-worth individuals, contributing directly to the firm’s mission of exceptional client service and fostering long-term relationships. Joining this team means being part of a collaborative environment that values growth, professional development, and community.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person
• Team: Works closely with Senior Associates, Supervisors, Managers, and Directors
• Mission: Prepares tax returns for professional services clients, high-net-worth individuals, families, and related entities.
• Tech Stack: MS Office Suite, CCH, BNA, RIA, CCH Axcess

What You’ll Actually Do
• Tax Return Preparation: Prepare federal, state, and local tax returns, including 1040, 1041, 1065, 1120-S, 709, and those for related entities.
• Engagement Support: Assist with the creation of tax workpapers, supporting schedules, and other engagement deliverables.
• Team Collaboration: Contribute to a collaborative team environment and provide support to engagement teams as needed.
• Assignment Management: Manage multiple assignments simultaneously, ensuring all deliverables are timely and accurate.
• Tax Research: Perform basic tax research and assist in documenting the conclusions derived from this research.

The Must-Haves
• Background: Bachelor’s degree in Accounting from an accredited college/university.
• Experience: 1+ years of progressive tax experience in public accounting, with experience preparing individual, partnership, S corporation, trust, gift tax, and investment partnership returns preferred.
• Skills: Strong organizational, analytical, problem-solving, interpersonal, verbal, and written communication skills.
• Bonus: Master of Science in Taxation (MST), active CPA license, EA certification, or progress toward certification, proficiency with CCH Axcess, and exposure to multi-entity and multi-state taxation issues.