Tax Senior Associate-(Private Client Services)

About the role

PKP O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

Responsibilities

• Aid in providing tax planning and compliance services to high-net-worth clients.
• Prepare complex tax returns, including individual (1040) and partnership filings.
• Prepare small business returns (C Corps, S Corps and Partnerships).
• Maintain regular communication with clients and internal teams to support ongoing engagements.
• Prepare tax workpapers and conduct tax research related to high-net-worth individuals and related entities.
• Develop an understanding of hedge fund K-1 reporting and its impact on individual taxation.
• Review work prepared by junior staff for accuracy and completeness (as appropriate).
• Mentor and support junior team members, providing guidance and feedback.
• Stay current on federal and state tax law developments and apply changes to client work.

Qualifications

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor's degree in Accounting from an accredited college/university required.
• Active CPA license or EA certification or in progress preferred.
• MST a plus.
• 3+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
• Knowledge of individual, trust, estate, and gift taxation is a plus.
• Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR.
• General understanding of pass-through entity taxation at both the individual and entity level.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of ProSystems FX preferred.
• Strong analytical, organizational, and problem-solving skills.
• Effective interpersonal, verbal, and written communication skills.
• Ability to manage multiple assignments and meet deadlines in a fast-paced environment.

Compensation & Benefits

The compensation for this position ranges from $80,000 - $90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKP O’Connor Davies, 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

Specific details will be provided during the hiring process. 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.

PKP O’Connor Davies is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.