Tax Associate (Private Client Services) - New York City

About PKF O'Connor Davies

PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you!

Job Description:

The Tax Associate - Private Client Services will be responsible for preparation of federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses within a middle market client base. This individual will work closely with partners, managers and clients with tax preparation and planning.

Essential Duties:

• Research and consult on various tax engagements. • Respond to inquiries from the IRS and other tax authorities. • Responsible for more complex tax return preparation. • Utilize tax preparation software to prepare and process returns. • Interact with seniors, managers, partners and clients.

Qualifications:

• Bachelor's and/or Masters in Accounting or Taxation degree from an accredited college/university. • Meeting all requirements to be eligible to sit for the CPA exam. • Proficient in Microsoft Excel and Microsoft Word. • Experience with partnership, individual, and corporate returns. • Some planning and problem-solving experience. • Strong accounting and analytical skills. • Excellent interpersonal, oral and written communication skills. • Ability to meet challenging client requirements, provide services and possess strong communication, interpersonal, analytical and research capabilities. • Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns. • Frequent local travel to clients and other PKFOD locations may be required.