Tax Associate ( 2027) - Bethesda, MD

PKF O'Connor Davies; Bethesda (MD); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Flexible Spending & Health Saving

Employee Assistance, Wellness, andWork

Inclusive Parental Leave Benefits

Generous PTO

Paid Firm Holidays

Community & Volunteering programs

Recognition & Rewards programs

Training & Certification programs

Discretionary Performance Bonus

Job summary

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 and delivering real value to clients.

The Tax Associate will be responsible for preparation of corporate, partnership and individual returns for a middle market client base. You will work closely with partners, managers and clients on tax preparation and planning.

Qualifications

• Bachelor's and/or Master's in Accounting or Taxation from an accredited college/university.
• Eligible to sit for the CPA exam
• ProSystem fx tax software knowledge
• Proficient in Microsoft Excel and Microsoft Word
• Experience with partnership, individual, and corporate returns
• Some planning and problem solving experience
• Strong accounting and analytical skills
• Excellent interpersonal, oral and written communication skills
• Ability to exercise independent judgment and make sound decisions in client-related matters
• Frequent local travel to clients and other PKFOD locations may be required

Responsibilities

• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Responsible for more complex tax return preparation.
• Utilize tax preparation software to prepare and process returns.
• Interact with seniors, managers, partners and clients.

Job description

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!

Job Description:

The Tax Associate will be responsible for preparation of corporate, partnership and individual returns for a middle market client base. This individual will work closely with partners, managers and clients with tax preparation and planning.

• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Responsible for more complex tax return preparation.
• Utilize tax preparation software to prepare and process returns.
• Interact with seniors, managers, partners and clients.

Qualifications:

• Bachelors and/or Masters in Accounting or Taxation degree from an accredited college/university.
• Meeting all requirements to be eligible to sit for the CPA exam
• Knowledge of tax software, specifically ProSystem fx.
• Proficient in Microsoft Excel and Microsoft Word.
• Experience with partnership, individual, and corporate returns.
• Some planning and problem solving experience.
• Strong accounting and analytical skills.
• Excellent interpersonal, oral and written communication skills.
• Ability to meet challenging client requirements, provide services and possess strong communication, interpersonal, analytical and research capabilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns.
• Frequent local travel to clients and other PKFOD locations may be required.

The compensation for this position is $80,000 per year . Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certificates.

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&D, 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.

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.

We are only considering individuals who are authorized to work in the United States. We will not sponsor work visas.

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.