Tax Associate

Job Description

Tax Associate | PKF O’Connor Davies

The Tone:
This is a full-time, in-person role at PKF O’Connor Davies, located in one of their US offices. PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm known for deep industry expertise and a personalized approach to client service. The firm builds long-term relationships based on trust and integrity, serving diverse clients across various industries. This Tax Associate role is vital for providing high-quality tax compliance and advisory services, contributing to client success and the firm’s reputation.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: US Office (in-person)

• Team: Reports to Senior Associates, Supervisors, Managers, and Directors
• Mission: Deliver high-quality client service and develop expertise in complex tax matters.
• Tech Stack: MS Office Suite, CCH, BNA, RIA, CCH Axcess

What You’ll Actually Do
• Tax Preparation: Prepare federal, state, and local tax returns for professional services clients, high-net-worth individuals, families, and related entities.
• Engagement Support: Assist with tax workpapers, supporting schedules, and other engagement deliverables as needed.
• Team Collaboration: Contribute to a collaborative team environment and provide support to engagement teams.
• Workflow Management: Manage multiple assignments simultaneously, ensuring all deliverables are timely and accurate.
• Research & Documentation: Perform basic tax research and assist with documenting research conclusions.

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