Tax Senior Associate (Private Client Services)

PKFOD Careers•Bethesda, MD

1d•Hybrid

About The Position

PKF O'Connor Davies is seeking a Tax Senior Associate to join their Private Client Services (PCS) group. The ideal candidate will have strong tax compliance and preparation experience, excellent communication skills, and the ability to manage multiple client engagements. This individual will work closely with managers, directors, and partners to provide tax compliance, planning, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses.

Requirements

Bachelor's degree in Accounting or related field required
3+ years of relevant tax experience, preferably within a public accounting firm.
Experience preparing and reviewing individual income tax returns (Form 1040) required.
Strong knowledge of federal, state, and local tax regulations.
Proficiency with tax preparation software, preferably CCH Axcess, and Microsoft Office applications, including Excel.
Strong analytical, organizational, and problem-solving skills.
Excellent written and verbal communication skills.
Ability to work independently and collaboratively within a team environment.
Strong attention to detail and ability to manage multiple priorities and deadlines.
Ability to build and maintain positive client relationships.
Willingness to mentor junior staff and contribute to the overall success of the team.
Ability to work in the office at least three days per week.
Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

Nice To Haves

Master's degree in Taxation preferred.
CPA certification or progress toward obtaining CPA certification preferred.
Experience with trusts, estates, partnerships, S corporations, and high-net-worth clients preferred.

Responsibilities

Prepare and review federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses.
Assist with tax planning and compliance for high-net-worth individuals and families.
Research complex tax issues and provide recommendations to clients and engagement teams.
Review work prepared by junior staff and provide guidance, training, and mentorship.
Develop and maintain strong client relationships by providing timely, professional, and responsive service.
Assist managers and partners with identifying tax planning opportunities and strategies.
Manage multiple engagements while meeting deadlines and maintaining high-quality work.
Communicate directly with clients to gather necessary tax information and address questions.
Stay current on federal, state, and local tax laws and regulations.
Collaborate with other members of the PCS team to ensure efficient and accurate completion of client engagements.
Participate in professional development and firm initiatives.