Senior Tax & M&A Advisor

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

Flexible Spending & Health Savings

Employee Assistance, Wellness, andWork

Commuter & Parking benefits

Parental Leave Benefits

Paid Time Off

Paid Firm Holidays

Training & Certification programs

Discretionary Performance Bonus

Job summary

PKF O’Connor Davies in the United States seeks a Senior on the Advisory team who will also support Tax M&A. You will work with Managers, Directors and Partners to deliver high-quality tax advisory and due diligence on deals.

The role requires 3+ years in US corporate income tax, CPA/JD preferred, strong Excel modeling and communication skills, and ability to manage multiple engagements. Office presence 3 days a week and travel to other PKFOD offices may be needed.

Qualifications

• 3+ years of U.S. corporate income tax experience in a legal capacity (firm or corporate)
• CPA license or JD preferred (LL.M. in Taxation preferred)
• Excellent analytical and problem-solving skills
• Strong accounting knowledge and Excel modeling skills
• Strong research skills
• Superior verbal and written communication skills
• Ability to handle multiple projects simultaneously
• Strong attention to detail
• Ability to work independently in a fast-paced team environment
• Experience reviewing documents for corporate governance and external contracts
• Office presence required at least 3 days per week and travel to other PKFOD offices as needed

Responsibilities

• Assist clients in corporate and private equity tax matters including deal structuring and M&A tax due diligence
• Perform due diligence reviewing tax returns, financials, and related docs
• Review transaction documents such as purchase agreements and disclosure schedules
• Develop tax models, tax benefit analyses, and other calculations
• Provide tax advice and support to clients and legal advisors
• Conduct legal research and apply tax law to transactions (including modeling)
• Monitor tax issues affecting clients and evolving federal/state/local laws
• Support special projects as assigned

Skills

Analytical skills

Communication skills

Research skills

Attention to detail

Time management

Independent work

Education

CPA license or JD with LL.M. in Taxation

Tools

Excel

Job description

PKF O’Connor Davies in the United States seeks a Senior on the Advisory team who will also support Tax M&A. You will work with Managers, Directors and Partners to deliver high-quality tax advisory and due diligence on deals.

The role requires 3+ years in US corporate income tax, CPA/JD preferred, strong Excel modeling and communication skills, and ability to manage multiple engagements. Office presence 3 days a week and travel to other PKFOD offices may be needed.