Tax Associate (Private Client Services)
PKF O'Connor Davies
New York, NY0–2 yrs6h agovia LinkedIn
About the Role
The Tax Associate – Private Client Services will be responsible for the preparation of federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses within a middle market client base. This individual will work closely with partners, managers, and clients on tax preparation and planning.
Key Responsibilities
- Research and consult on various tax engagements.
- Respond to inquiries from the IRS and other tax authorities.
- Responsible for more complex tax return preparation.
- Utilize tax preparation software to prepare and process returns.
- Interact with seniors, managers, partners, and clients.
Requirements & Tech Stack
- Bachelor’s and/or Master’s in Accounting or Taxation degree from an accredited college/university.
- Meeting all requirements to be eligible to sit for the CPA exam.
- 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
- The compensation for this position is $78,000. Actual compensation will be dependent upon the specific role, office location, as well as the individual’s qualifications, experience, skills, and certifications.
Benefits
- 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