Tax Associate (Private Client Services) - New York City

PKF O'Connor Davies • New York, NY

9d

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 within a middle-market client base. The associate works with partners, managers, and clients on tax preparation and planning. The role may require frequent local travel to clients and other PKF O’Connor Davies locations.

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 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, with strong communication, interpersonal, analytical, and research capabilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client-related tax return matters.
• Authorization to work in the United States; the firm will not sponsor work visas.

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.
• Prepare federal, state, and local income tax returns for individuals, trusts, estates, partnerships, S corporations, and closely held businesses.
• 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 (PTO).
• Paid firm holidays.
• Community and volunteering programs.
• Recognition and rewards programs.
• Training and certification programs.
• Discretionary performance bonus.

What This Job Offers

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