The Senior Tax Associate will be responsible for the preparation and review of partnership and HNW tax returns for clients within the Firm’s Financial Services sector. The individual will also be called upon to carry out tax related research, analysis and writing assignments. The individual will also work closely with partners, managers and clients during all phases of engagements.

Essential Duties:

• Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
• Review tax returns and projects prepared by Tax Staff, while gaining increasing responsibility within the review process.
• Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
• Assist in overall staff development and training.
• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Utilize tax preparation software to prepare, review and process returns.
• Interact with managers, partners and clients.

Qualifications:

• BA or BS degree in Accounting required; MST or Law Degree a plus.
• CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework.
• 3 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
• Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
• Strong research, writing and analytical skills.
• Overall planning and problem solving experience. Excellent interpersonal, verbal and written communication skills.
• Strong Microsoft Office Suite skills.
• Knowledge of tax software, preferably ProSystem fx.
• Ability to work additional hours as needed to meet client deliverables.

The compensation for this position ranges from $80,000 - $95,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

PKFODA 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 (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.

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