Tax Associate (Private Client Services) - New York City

PKFOD Careers • New York, NY

7d

About The Position

The Tax Associate – Private Client Services prepares federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses in a middle-market client base. The role works closely with partners, managers, and clients on tax preparation and planning. It includes researching tax engagements, responding to tax-authority inquiries, preparing more complex returns, and using tax preparation software to prepare and process returns. Frequent local travel to clients and other PKFOD locations may be required.

Requirements

• Bachelor’s and/or master’s degree in Accounting or Taxation from an accredited college or university.
• Meet all requirements to be eligible to sit for the CPA exam.
• Proficiency in Microsoft Excel and Microsoft Word.
• Experience with partnership, individual, and corporate tax 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 and provide services.
• Strong communication, interpersonal, analytical, and research capabilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client-related tax matters.
• Authorization to work in the United States; work visa sponsorship is not offered.

Responsibilities

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

Benefits

• Medical, dental, and vision plans.
• Basic life, AD&D, and voluntary life insurance.
• 401(k) plan and profit-sharing program.
• Flexible spending and health savings accounts.
• Employee assistance, wellness, and work-life programs.
• Commuter and parking benefits programs.
• Inclusive parental leave benefits.
• Generous paid time off.
• Paid firm holidays.
• Community and volunteering programs.
• Recognition and rewards programs.
• Training and certification programs.
• Eligibility for a discretionary performance bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level