Senior Tax Associate

Our client, a boutique CPA firm in Mount Kisco, NY with a close-knit team of approximately 12 professionals serving closely held businesses, their owners, and high-net-worth individuals is seeking a Senior Tax Associate to take a key role in their tax practice. This position is ideal for a professional who enjoys hands-on client work, a broad variety of responsibilities, and the opportunity to grow into a manager-level role. The Senior Tax Associate will be responsible for managing and reviewing tax engagements, performing advanced tax work, and serving as a day-to-day contact for many of our clients.

Key Responsibilities

• Prepare and review federal, state, and local income tax returns for:
  
  

– Individuals

– Partnerships and LLCs

– S corporations and C corporations

– Trusts and estates (as applicable)

• Perform and document tax research on complex issues; prepare clear and concise written summaries and recommendations for partners and clients.
• Assist in tax planning and advisory projects, including:
  
  

– Entity selection and restructuring

– Owner compensation and distribution planning

– Multi-state and allocation issues

– Year-end and transactional planning

• Manage multiple engagements concurrently, including:
  
  

– Coordinating information requests with clients

– Monitoring budgets and timelines

– Ensuring engagements are completed accurately and on schedule

• Review workpapers and returns prepared by staff, providing clear review notes, coaching, and feedback to support their development.
• Communicate directly with clients by phone and email to resolve questions, obtain information, and explain tax positions and planning opportunities in understandable terms.
• Assist with responding to federal, state, and local tax notices and inquiries.
• Participate in internal initiatives, including staff training, process improvement, and implementation of best practices and firm procedures.
• Maintain current knowledge of tax laws and regulations and proactively identify their impact on clients.
  
  

Qualifications

• Bachelor’s degree in accounting or related field required; master’s degree in taxation is preferred but not required.
• Active CPA license, CPA eligibility, or EA credential strongly preferred.
• Approximately 3 to 5 years of recent, progressive public accounting experience in tax.
• Solid technical knowledge of individual, partnership, and S corporation taxation; exposure to C corporations, trusts, and estates is a plus.
• Demonstrated experience reviewing returns and supervising or mentoring junior staff is strongly preferred.
• Proficiency with tax compliance and research software, as well as Microsoft Excel and Word.
• Strong analytical, organizational, and problem-solving skills with a high level of attention to detail.
• Ability to manage multiple assignments and deadlines in a fast-paced environment, especially during busy seasons.
• Professional written and verbal communication skills and a client-service mindset.
• Demonstrated integrity, sound judgment, and a commitment to quality.
  
  

Personal Characteristics

• Comfortable working in a small-firm environment where collaboration, flexibility, and initiative are highly valued.
• Willingness to handle a variety of tasks, from detailed compliance work to higher-level planning and client service.
• Desire and potential to grow into a Tax Manager role over time.
• Team-oriented, approachable, and supportive of colleagues at all levels.
  
  

The compensation for this position ranges from $100,000.00 - $140,000.00. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills and certifications.

To all staffing agencies: PKF O’Connor Davies TalentConnect (“PKFOD TalentConnect”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD TalentConnect recruiters, partners and/or employees at any of our locations regarding this position. Please be reminded, PKFOD TalentConnect is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD TalentConnect.