Tax Associate (2027)

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.

Job Description

The Tax Associate will be responsible for preparation of corporate, partnership, and individual returns for a middle market client base. This individual will work closely with partners, managers, and clients with tax preparation and planning.

Essential Duties

• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Prepare more complex tax returns.
• Utilize tax preparation software to prepare and process returns.
• Interact with seniors, managers, partners, and clients.

Requirements & Tech Stack

• Bachelors and/or Masters in Accounting or Taxation degree from an accredited college/university.
• Meeting all requirements to be eligible to sit for the CPA exam.
• Knowledge of tax software, specifically ProSystem fx.
• Proficient in Microsoft Excel and Microsoft Word.
• Experience with partnership, individual, and corporate returns.
• Some planning and problem-solving experience.
• Strong accounting and analytical skills.
• Excellent interpersonal, oral, and written communication skills.
• Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research capabilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client-related matters pertaining to tax returns.
• Frequent local travel to clients and other PKFOD locations may be required.

Compensation & Benefits

• Compensation: $80,000 per year.
• 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