Tax Associate

Job Description

Tax Associate | PKF O’Connor Davies

The Tone:
This is a full-time, on-site/hybrid role at PKF O’Connor Davies, an established and top-ranked accounting, tax, and advisory firm with various U.S. office locations. For over a century, the firm has built a reputation for deep industry expertise and a personalized approach, committed to delivering real value to clients. This position plays a key role in the firm’s mission by providing high-quality tax compliance services to diverse clients, fostering long-term relationships built on trust and integrity. The Tax Associate contributes to the firm’s success by accurately preparing complex tax returns and supporting engagement teams, embodying a culture that values excellence and community.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: On-site/Hybrid – various U.S. office locations

• Team: Reports to Senior Associates, Supervisors, Managers, and Directors
• Mission: Prepares tax returns for professional services clients and high-net-worth individuals, ensuring high-quality client service and developing technical tax knowledge.
• 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 those for related entities.
• Assist with Deliverables: Assist in preparing tax workpapers, supporting schedules, and other necessary engagement deliverables.
• Support Team Collaboration: Contribute to a collaborative team environment by supporting engagement teams as required.
• Manage Client Assignments: Manage multiple assignments concurrently, ensuring all deliverables are timely and accurate.
• Perform Basic Research: Conduct basic tax research and assist with documenting the conclusions of this research.

The Must-Haves
• Background: Bachelor’s degree in Accounting from an accredited college/university, with a solid foundation in tax compliance.
• Experience: 1+ years of progressive tax experience in public accounting, including preparing individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
• Skills: Strong organizational, analytical, and problem-solving abilities; proficient with MS Office Suite and tax research platforms; strong interpersonal, verbal, and written communication skills.
• Bonus: Master of Science in Taxation (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.