Tax Associate – Professional Services Tax

Job Description

Tax Associate | PKF O’Connor Davies

The Tone:
This is a full-time role at PKF O’Connor Davies, requiring a minimum of 4 days per week in the office. PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with over a century of reputation built on deep industry expertise, a personalized approach, and a commitment to delivering real value to clients. This role is crucial for providing high-quality client service by focusing on the preparation of tax returns for professional services clients, as well as high-net-worth individuals, families, and related entities, allowing the firm to navigate complex challenges with confidence. The firm fosters a collaborative environment, valuing diverse perspectives and investing in team members’ growth through mentorship and professional development.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person (must be in the office a minimum of 4 days per week)
• Team: Works closely with Senior Associates, Supervisors, Managers, and Directors.
• Mission: This person solves complex tax challenges for diverse clients by preparing accurate and timely tax returns and supporting engagement teams.
• Tech Stack: MS Office Suite, tax research platforms (e.g., CCH, BNA, RIA), CCH Axcess.

What You’ll Actually Do
• Prepare Tax Returns: Prepare federal, state, and local tax returns, including 1040, 1041, 1065, 1120-S, 709, and for related entities such as management companies and investment partnerships.
• Support Engagements: Assist with tax workpapers, supporting schedules, and other engagement deliverables.
• Team Contribution: Contribute to a collaborative team environment and support engagement teams as needed.
• Manage Workload: Manage multiple assignments simultaneously while ensuring timely and accurate deliverables.
• Conduct Research: Perform basic tax research and assist with documenting research conclusions.

The Must-Haves
• Background: Bachelor’s degree in Accounting from an accredited college/university.
• Experience: 1+ years of progressive tax experience in public accounting preferred, with experience preparing individual, partnership, S corporation, trust, gift tax, and investment partnership returns preferred.
• Skills: Strong organizational, analytical, and problem-solving skills; strong interpersonal, verbal, and written communication skills; demonstrated ability to work collaboratively and build strong professional relationships; proficient with MS Office Suite and tax research platforms.
• Bonus: MST a plus; active CPA license, EA certification, or progress toward certification preferred; knowledge of CCH Axcess preferred; exposure to multi-entity and multi-state taxation issues preferred.