Tax Associate

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!

We are seeking a motivated Tax Associate to join our team. This role will focus on the preparation of tax returns for professional services clients, as well as high-net-worth individuals, families, and related entities.

The ideal candidate will possess a solid foundation in tax compliance, strong organizational and analytical skills, and a desire to continue developing technical tax knowledge. This individual will work closely with Senior Associates, Supervisors, Managers, and Directors to deliver high-quality client service while gaining exposure to increasingly complex tax matters.

Key Responsibilities

• Prepare federal, state, and local tax returns, including:
• 1040 (Individual)
• 1041 (Trusts & Estates)
• 1065 and 1120-S related to partnerships and S corporations
• 709 (Gift Tax)
• Related entities such as management companies, holding companies, and investment partnerships
• Assist with tax workpapers, supporting schedules, and other engagement deliverables.
• Contribute to a collaborative team environment and support engagement teams as needed.
• Manage multiple assignments simultaneously while ensuring timely and accurate deliverables.
• Maintain strong organization and attention to detail in a fast-paced environment.
• Perform basic tax research and assist with documenting research conclusions.

Qualifications

• Must be able to work in the office a minimum of 4 days per week.
• Bachelor’s degree in Accounting from an accredited college/university required.
• MST a plus.
• Active CPA license, EA certification, or progress toward certification preferred.
• 1+ years of progressive tax experience in public accounting preferred.
• Experience preparing individual, partnership, S corporation, trust, gift tax, and investment partnership returns preferred.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of CCH Axcess preferred.
• Exposure to multi-entity and multi-state taxation issues preferred.
• Strong organizational, analytical, and problem-solving skills.
• Strong interpersonal, verbal, and written communication skills.
• Demonstrated ability to work collaboratively and build strong professional relationships.

Compensation & Benefits:

Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLC (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition.