Senior Tax Associate — Private Client Services

PKF O'Connor Davies; Bethesda (MD); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) & Profit Sharing

FSA/HSA

EAP/Wellness

Commuter & Parking

Paid Time Off

Holidays

Community Involvement

Training & Certification

Discretionary Bonus

Job summary

PKF O'Connor Davies seeks a Tax Senior Associate to join our Private Client Services (PCS) group. The ideal candidate will have strong tax compliance and preparation experience, excellent communication skills, and the ability to manage multiple client engagements.

This individual will work closely with managers, directors, and partners to provide tax compliance, planning, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses.

Qualifications

• Bachelor's degree in Accounting or related field; Master's in Taxation preferred.
• CPA certification or progress toward CPA preferred.
• 3+ years of tax experience, preferably in public accounting.
• Experience with Form 1040 and high-net-worth clients.
• Strong knowledge of federal/state/local tax regulations.
• Proficiency with tax software (CCH Axcess) and Excel.
• Excellent written and verbal communication skills; ability to mentor.
• Office presence required at least three days per week.

Responsibilities

• Prepare and review federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses.
• Assist with tax planning and compliance for high-net-worth individuals and families.
• Research complex tax issues and provide recommendations to clients and engagement teams.
• Review work by junior staff and provide guidance and mentorship.
• Develop and maintain strong client relationships with timely, professional service.
• Assist with identifying tax planning opportunities and strategies with managers/partners.
• Manage multiple engagements while meeting deadlines and maintaining high-quality work.
• Communicate with clients to gather necessary tax information and address questions.
• Stay current on tax laws; collaborate with PCS team for efficient completion.

Skills

Tax compliance

Client communication

Analytical skills

Time management

Mentoring

Team collaboration

Attention to detail

Problem solving

Independent work

Multitasking

Education

Bachelor's degree in Accounting

Master's degree in Taxation

CPA certification

Tools

CCH Axcess

Microsoft Excel

Microsoft Office

Job description

PKF O'Connor Davies seeks a Tax Senior Associate to join our Private Client Services (PCS) group. The ideal candidate will have strong tax compliance and preparation experience, excellent communication skills, and the ability to manage multiple client engagements.

This individual will work closely with managers, directors, and partners to provide tax compliance, planning, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses.