Tax Supervisor

About the role

PKP O’Connor Davies is a leading accounting, tax, and advisory firm with offices globally. Founded over a century ago, we are known for our deep industry expertise, personalized service, and commitment to delivering 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 various industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

We believe our team members are our greatest asset and invest in their growth and success through mentorship, professional development, and continuous learning opportunities. We foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We also prioritize work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

Responsibilities

• Serve as a primary day-to-day contact for clients and assist in maintaining strong client relationships.
• Provide tax planning and advisory support tailored to:
  • S Corporations
  • High-Net-Worth Individuals and Families
  • Trusts & Estates
  • Partnerships and pass-through entity owners
• Aid clients with tax-saving opportunities and planning initiatives related to their personal and business interests.
• Deliver responsive, high-quality client service and communicate effectively with clients and internal teams.
• Review complex 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
• Experience with foreign-related tax returns preferred.
• Aid clients with matters such as:
  • Multi-state income tax issues
  • Retirement plan strategies
  • Buy-in/buy-out structures
  • Partner compensation models
  • K-1 allocation issues
  • Entity structuring and conversion strategies
• Perform tax research and prepare technical memoranda related to complex tax matters.
• Stay current on tax law developments and industry trends.
• Supervise, coach, and mentor Associates and Senior Associates on client engagements.
• Review workpapers, tax returns, and tax planning deliverables for accuracy and completeness.
• Promote technical development and knowledge-sharing within the team.
• Assist Managers and Directors with workflow management and engagement coordination.
• Manage multiple engagements simultaneously while ensuring timely and accurate deliverables.
• Assist with engagement budgeting, billing, and managing client expectations.
• Cook with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.
• Maintain strong organization and follow-through in a fast-paced environment.

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. MST a plus.
• Active CPA license, EA certification, or progress toward certification preferred.
• 5+ years of progressive tax experience in public accounting required.
• Strong technical expertise and experience reviewing individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of CCH Axcess preferred.
• Experience with multi-entity and multi-state taxation issues.
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written communication skills.
• Experience performing, documenting, summarizing, and reviewing research conclusions regarding tax issues.
• Demonstrated ability to build relationships and contribute to a collaborative team environment.

Compensation & Benefits

Actual compensation will be dependent upon the specific role, office location, and 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. Specific details will be provided during the hiring process.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

PKFOD 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.