Tax Supervisor - Financial Services

About the role

PKP O’Connor Davies is a leading accounting, tax, and advisory firm with offices nationwide and 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 building long-term relationships based on trust and integrity. We serve a wide range of clients across various industries, helping them navigate complex challenges with confidence.

We believe in fostering a collaborative and inclusive environment where diverse perspectives are valued, innovation is encouraged, and team members can make meaningful contributions. We also prioritize work-life balance, offering flexibility and resources to support our team members' personal and professional growth.

Responsibilities

• Interact with clients to provide advanced tax planning, consulting, and compliance expertise.
• Prepare complex tax returns and review returns prepared by Tax Associates and Tax Seniors.
• Oversee and supervise all tax reporting and compliance with federal, state, local, and international tax laws.
• Analyze and review financial data to identify tax savings and minimization opportunities.
• Conduct research on tax laws and regulations, staying current with changes and developments.
• Provide guidance and support to tax staff and assist in their professional development.
• Build and maintain strong relationships with partners, clients, and industry professionals.
• Actively participate in professional organizations, industry events, and networking groups to enhance the firm's visibility and reputation.
• Set clear goals and expectations for the tax team, providing regular feedback and performance evaluations.
• Participate in relevant training programs, seminars, and workshops to enhance tax knowledge and skills.

Qualifications

• Must be able to work in the New York City office a minimum of three days per week, with Monday and Wednesday required in-office days for team meetings, training, and mentoring.
• Bachelor’s degree in Accounting from an accredited college or university required. MST degree a plus.
• Active CPA license, EA certification, or progress toward certification preferred.
• 5+ years of progressive financial services tax experience required. Experience working with asset management clients, such as hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals, is essential.
• Strong knowledge of federal, state, local, and international tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to lead and mentor the tax team, fostering a collaborative and high-performance work environment.
• Ability to manage multiple projects and meet deadlines.
• Proficiency with Microsoft Office Suite; experience with tax software (e.g., CCH Tax, Engagement, or similar) preferred.

Compensation & Benefits

The compensation for this position ranges from $95,000 - $115,000. Actual compensation will be dependent upon the specific role, office location, and individual's qualifications, experience, skills, and certifications. PKFOD offers:

• 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

To all staffing agencies: PKFOD will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.