Senior Tax Associate - Private Foundation

PKFOD; 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

Flexible Spending & Health Saving accounts

Generous Paid Time Off (PTO)

Job summary

A top-ranked accounting firm in New York is looking for a Senior Tax Associate focused on private foundations and nonprofits. This role involves preparing tax returns, supporting tax planning, and mentoring junior staff while navigating complex tax issues. Candidates should have a bachelor's degree in Accounting and at least 3 years of relevant experience. The position offers a salary of $80,000 - $90,000 along with a comprehensive benefits package that includes medical plans and a 401(k).

Qualifications

• 3+ years of public accounting experience focusing on private foundation and nonprofit tax.
• Active CPA license or EA certification preferred.
• Strong knowledge of IRS regulations for private foundations.

Responsibilities

• Prepare federal and state tax returns for private foundations.
• Assist with compliance for excise taxes and grant-making activities.
• Research complex tax issues related to nonprofits.

Skills

Interpersonal communication

Tax compliance knowledge

Time management

Team supervision

Education

Bachelor's degree in Accounting

Tools

Microsoft Office Suite

ProSystem fx

Job description

Senior Tax Associate - Private Foundation

Job Category: Tax - Private Foundation

Requisition Number: SENIO004299

Apply now

• Posted : December 23, 2025
• Full-Time

Locations

Showing 1 location

NYC Office
New York, NY 10167, USA

Description

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real 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 industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Senior Tax Associate with experience in private foundation and nonprofit tax compliance to join our growing tax practice. This role will focus on serving private foundations, high-net-worth individuals, and nonprofit organizations, while providing exposure to complex tax issues and opportunities for professional growth.

• Prepare federal and state tax returns for private foundations and nonprofit organizations, including Forms 990, 990-PF, 990-T, 990-EZ, and related schedules.
• Assist with compliance for excise taxes, charitable contribution substantiation, and grant‑making activities.
• Support tax planning and advisory services for private foundations and affiliated high‑net‑worth individuals.
• Research and analyze complex tax issues related to nonprofits, private foundations, and unrelated business income (UBI).
• Coordinate with supervisors and managers to meet client deadlines and deliver high‑quality client service.
• Review work prepared by associates and provide guidance and mentorship.
• Communicate directly with clients to gather information and respond to questions.
• Assist with IRS and state notices, audits, and inquiries as needed.

Qualifications:

• Bachelor's degree in Accounting from an accredited college/university required.
• 3+ years of progressive public accounting experience, with demonstrated exposure to private foundation and nonprofit tax.
• Active CPA license or EA certification preferred.
• Strong knowledge of IRS regulations applicable to private foundations and tax‑exempt organizations.
• Experience working with high‑net‑worth individuals and closely held entities is a plus.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to juggle priorities in a fast‑paced environment and to supervise staff and interns on multiple engagements.
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
• Proficient with Microsoft Office Suite and tax software (e.g., ProSystem fx, Engagement).

The compensation for this position ranges from $80,000 - $90,000. Actual compensation will be dependent upon the specific role, office location as well as the 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&DD, and Voluntary Life Insurance
• 401(k) plan and Profit‑Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work‑life 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.

Applicants must be currently authorized to work in the United States on a full‑time basis. We are unable to provide visa sponsorship now or in the future.

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.

To all staffing agencies:PKF O'Connor Davies Advisory, LLC (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations 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.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.