Tax Associate

About the role

We are seeking a motivated Tax Associate to join our team. This role will focus on the preparation of tax returns for professional services clients, as well as high-net-worth individuals, families, and related entities.

Responsibilities

• Prepare federal, state, and local tax returns, including:
  • 1040 (Individual)
  • 1041 (Trusts & Estates)
  • 1065 and 1120-S related to partnerships and S corporations
  • 709 (Gift Tax)
  • Related entities such as management companies, holding companies, and investment partnerships
• Aid with tax workpapers, supporting schedules, and other engagement deliverables.
• Contribute to a collaborative team environment and support engagement teams as needed.
• Manage multiple assignments simultaneously while ensuring timely and accurate deliverables.
• Maintain strong organization and attention to detail in a fast-paced environment.
• Perform basic tax research and assist with documenting research conclusions.

Qualifications

• Must be able to work in the office a minimum of 4 days per week.
• Bachelor’s degree in Accounting from an accredited college/university required. MST a plus.
• Active CPA license, EA certification, or progress toward certification preferred.
• 1+ years of progressive tax experience in public accounting preferred.
• Experience preparing individual, partnership, S corporation, trust, gift tax, and investment partnership returns preferred.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of CCH Axcess preferred.
• Exposure to multi-entity and multi-state taxation issues preferred.
• Strong organizational, analytical, and problem-solving skills.
• Strong interpersonal, verbal, and written communication skills.
• Demonstrated ability to work collaboratively and build strong professional relationships.

Compensation & Benefits

Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• 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

Eligibility for benefits is determined based on position, hours worked, and other criteria.