What are the responsibilities and job description for the Senior Tax Associate (HNW-Financial Services) position at PKF O'Connor Davies?
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!
The Senior Tax Associate will support the tax planning and compliance functions for ultra-high-net-worth individuals and their families, with a focus on financial services clients such as hedge funds, private equity, and other investment-related individuals. This role will also assist in supporting the tax compliance needs of fund management companies, working alongside senior team members and client leadership, including CFOs.
The Senior Tax Associate will work closely with Managers and Partners to deliver high-quality client service in a collaborative, entrepreneurial environment that emphasizes technical excellence and responsiveness.
Key Responsibilities
The compensation for this position ranges from $80,000 - $90,000. 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:
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. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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!
The Senior Tax Associate will support the tax planning and compliance functions for ultra-high-net-worth individuals and their families, with a focus on financial services clients such as hedge funds, private equity, and other investment-related individuals. This role will also assist in supporting the tax compliance needs of fund management companies, working alongside senior team members and client leadership, including CFOs.
The Senior Tax Associate will work closely with Managers and Partners to deliver high-quality client service in a collaborative, entrepreneurial environment that emphasizes technical excellence and responsiveness.
Key Responsibilities
- Assist in providing tax planning and compliance services to high-net-worth clients.
- Prepare complex tax returns, including individual (1040) and partnership filings.
- Maintain regular communication with clients and internal teams to support ongoing engagements.
- Prepare tax workpapers and conduct tax research related to high-net-worth individuals and related entities.
- Develop an understanding of hedge fund K-1 reporting and its impact on individual taxation.
- Assist with tax matters involving trusts, estates, gifts, and charitable entities.
- Review work prepared by junior staff for accuracy and completeness (as appropriate).
- Mentor and support junior team members, providing guidance and feedback.
- Stay current on federal and state tax law developments and apply changes to client work.
- Must be able to work in the office a minimum of 3 days per week.
- Bachelor's degree in Accounting from an accredited college/university required.
- Active CPA license or EA certification or in progress preferred.
- MST a plus.
- 3 years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
- Strong technical expertise in individual, trust, estate, and gift taxation.
- Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR.
- General understanding of pass-through entity taxation at both the individual and entity level.
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of ProSystems FX preferred.
- Strong analytical, organizational, and problem-solving skills.
- Effective interpersonal, verbal, and written communication skills.
- Ability to manage multiple assignments and meet deadlines in a fast-paced environment.
- Demonstrated ability to work both independently and as part of a team.
The compensation for this position ranges from $80,000 - $90,000. 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.
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. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
Salary : $80,000 - $90,000