Senior Tax Supervisor, Financial Services

PKFOD; New York (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) + Profit Sharing

Flexible Spending & Health Savings

Paid Time Off

Parental Leave Benefits

Training & Certification programs

Job summary

PKF O’Connor Davies in New York City seeks an experienced Tax Supervisor for its Financial Services team. You will review tax returns and supervise coordination of compliance for hedge funds, funds of funds, private equity funds, management companies, and high-net-worth individuals.

The role requires strong tax knowledge, excellent analytical skills, and the ability to mentor staff while handling multiple engagements and maintaining client service excellence.

Qualifications

• Bachelor’s degree in Accounting from an accredited college or university.
• Active CPA license, EA certification, or progress toward certification preferred.
• 5+ years of progressive financial services tax experience required.
• Experience with asset management clients – hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals.
• Strong knowledge of federal, state, local, and international tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to lead and mentor the tax team, fostering a collaborative and high-performance work environment.
• Must be able to work in the New York City office a minimum of three days per week; in-office days Monday and Wednesday are required.

Responsibilities

• Interact closely with clients to provide advanced tax planning, consulting and compliance expertise.
• Prepare complex tax returns and review returns prepared by Tax Associates and Tax Seniors.
• Oversee and supervise all tax reporting and compliance with federal, state, local, and international tax laws.
• Analyze and review financial data to identify tax savings and minimization opportunities.
• Conduct research on tax laws and regulations, keeping abreast of changes and developments.
• Provide guidance and support to tax staff and assist in their professional development.
• Build and maintain strong relationships with partners, clients, and industry professionals.
• Actively participate in professional organizations, industry events, and networking groups to enhance the firm’s visibility and reputation.
• Set clear goals and expectations for the tax team, providing regular feedback and performance evaluations.
• Participate in relevant training programs, seminars, and workshops to enhance tax knowledge and skills.

Skills

Asset management tax

Tax compliance

Mentoring

Client relations

Tax software

Analytical skills

Education

Bachelor's degree in Accounting

Tools

CCH Tax

Engagement

MS Office

Job description

PKF O’Connor Davies in New York City seeks an experienced Tax Supervisor for its Financial Services team. You will review tax returns and supervise coordination of compliance for hedge funds, funds of funds, private equity funds, management companies, and high-net-worth individuals.

The role requires strong tax knowledge, excellent analytical skills, and the ability to mentor staff while handling multiple engagements and maintaining client service excellence.