What are the responsibilities and job description for the Tax Supervisor 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!
We are seeking an experienced Tax Supervisor to join our team. This role will focus on supervising and reviewing tax engagements for professional services clients, as well as high-net-worth individuals, families, and related entities.
The ideal candidate will bring strong technical tax expertise, excellent client service skills, and experience working with clients who have complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations. This individual will work closely with Managers and Directors to deliver high-quality client service while also mentoring staff and assisting with engagement management.
Key Responsibilities
Client Engagement & Relationship Management
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.
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 an experienced Tax Supervisor to join our team. This role will focus on supervising and reviewing tax engagements for professional services clients, as well as high-net-worth individuals, families, and related entities.
The ideal candidate will bring strong technical tax expertise, excellent client service skills, and experience working with clients who have complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations. This individual will work closely with Managers and Directors to deliver high-quality client service while also mentoring staff and assisting with engagement management.
Key Responsibilities
Client Engagement & Relationship Management
- Serve as a primary day-to-day contact for clients and assist in maintaining strong client relationships.
- Provide tax planning and advisory support tailored to:
- S Corporations
- High-Net-Worth Individuals and Families
- Trusts & Estates
- Partnerships and pass-through entity owners
- Assist clients with tax-saving opportunities and planning initiatives related to their personal and business interests.
- Deliver responsive, high-quality client service and communicate effectively with clients and internal teams.
- Review complex 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
- Experience with foreign-related tax returns preferred.
- Assist clients with matters such as:
- Multi-state income tax issues
- Retirement plan strategies
- Buy-in/buy-out structures
- Partner compensation models
- K-1 allocation issues
- Entity structuring and conversion strategies
- Perform tax research and prepare technical memoranda related to complex tax matters.
- Stay current on tax law developments and industry trends.
- Supervise, coach, and mentor Associates and Senior Associates on client engagements.
- Review workpapers, tax returns, and tax planning deliverables for accuracy and completeness.
- Promote technical development and knowledge-sharing within the team.
- Assist Managers and Directors with workflow management and engagement coordination.
- Manage multiple engagements simultaneously while ensuring timely and accurate deliverables.
- Assist with engagement budgeting, billing, and managing client expectations.
- Coordinate with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.
- Maintain strong organization and follow-through in a fast-paced environment.
- 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.
- MST a plus.
- Active CPA license, EA certification, or progress toward certification preferred.
- 5 years of progressive tax experience in public accounting required.
- Strong technical expertise and experience reviewing individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
- Knowledge of CCH Axcess preferred.
- Experience with multi-entity and multi-state taxation issues.
- Proven leadership skills with the ability to manage multiple priorities and mentor team members.
- Strong interpersonal, verbal, and written communication skills.
- Experience performing, documenting, summarizing, and reviewing research conclusions regarding tax issues.
- Demonstrated ability to build relationships and contribute to a collaborative team environment.
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.