Senior Tax Associate - HNW & Private Equity Focus

PKF O'Connor Davies; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Paid Time Off

Job summary

PKF O’Connor Davies is a leading accounting, tax, and advisory firm seeking a Senior Tax Associate to support tax planning and compliance for high-net-worth individuals and their families, including private equity fund managers and investment bankers.

You will work closely with Managers and Partners to deliver exceptional client service in a collaborative, entrepreneurial environment that emphasizes technical excellence.

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 (e.g., 926, 8865, 8938, 5471, 8621, 8886, FBAR).
• Proficient with MS Office and tax research platforms; ProSystems FX preferred.

Responsibilities

• Assist in tax planning and compliance for high-net-worth clients.
• Prepare complex tax returns (1040, partnerships).
• Prepare small business returns (C Corps, S Corps, partnerships).
• Maintain regular client and internal communication to support engagements.
• Prepare tax workpapers and conduct tax research on high-net-worth individuals and related entities.
• Develop understanding of hedge fund K-1 reporting and its impact on individual taxation.
• Review work of junior staff for accuracy and completeness.
• Mentor and support junior team members; stay current on tax law developments.

Skills

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree in Accounting

Tools

MS Office Suite

Tax research platforms (CCH/BNA/RIA)

ProSystems FX

Job description

PKF O’Connor Davies is a leading accounting, tax, and advisory firm seeking a Senior Tax Associate to support tax planning and compliance for high-net-worth individuals and their families, including private equity fund managers and investment bankers.

You will work closely with Managers and Partners to deliver exceptional client service in a collaborative, entrepreneurial environment that emphasizes technical excellence.