Private Client Tax Associate - High-Net-Worth Planning

PKF O'Connor Davies; New York (NY); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Flexible Spending & Health Saving

Paid Time Off (PTO)

Paid Firm Holidays

Community & Volunteering programs

Job summary

PKF O'Connor Davies is seeking a Tax Associate for Private Client Services to prepare federal, state, and local tax returns for high-net-worth individuals and entities. You will collaborate with partners and clients on tax planning and compliance.

Responsibilities include handling complex returns, researching tax issues, and communicating with IRS and authorities. Willingness to travel locally is noted in the job description.

Qualifications

• Bachelor's and/or Masters in Accounting or Taxation degree from an accredited college/university.
• Meeting all requirements to be eligible to sit for the CPA exam.
• Proficient in Microsoft Excel and Microsoft Word.
• Experience with partnership, individual, and corporate returns.
• Some planning and problem-solving experience.
• Strong accounting and analytical skills.
• Excellent interpersonal, oral and written communication skills.
• Ability to meet challenging client requirements, provide services and possess strong communication, interpersonal, analytical and research capabilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns.
• Frequent local travel to clients and other PKFOD locations may be required.

Responsibilities

• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Responsible for more complex tax return preparation.
• Utilize tax preparation software to prepare and process returns.
• Interact with seniors, managers, partners and clients.

Skills

Tax research

Tax planning

Interpersonal skills

Communication skills

CPA exam eligibility

Education

Bachelor's and/or Masters in Accounting or Taxation

Tools

Microsoft Excel

Microsoft Word

Job description

PKF O'Connor Davies is seeking a Tax Associate for Private Client Services to prepare federal, state, and local tax returns for high-net-worth individuals and entities. You will collaborate with partners and clients on tax planning and compliance.

Responsibilities include handling complex returns, researching tax issues, and communicating with IRS and authorities. Willingness to travel locally is noted in the job description.