Tax Associate (Private Client Services) - New York City

PKFOD; New York (NY); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

401(k) plan

Paid Time Off

Discretionary bonus

Professional development

Job summary

PKF O’Connor Davies, a top-ranked U.S. accounting and tax advisory firm, seeks a Tax Associate for Private Client Services in New York City.

The role focuses on preparing federal, state, and local returns for high-net-worth individuals, trusts, estates, and closely held businesses, collaborating with partners and clients. The position offers a growth-focused environment with diverse tax engagements and opportunities for advancement; frequent local travel may be required.

Qualifications

• Bachelor’s 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.
• 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.

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.

Skills

Accounting skills

Analytical skills

Communication skills

Independent judgment

Client travel

Education

Bachelor’s or Master’s in Accounting/Taxation

CPA exam eligibility

Tools

Microsoft Excel

Microsoft Word

Job description

Tax Associate (Private Client Services) - New York City

Job Category: Tax

Requisition Number: TAXAS004615

• Posted : October 21, 2026
• 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!

Job Description:

The Tax Associate – Private Client Services will be responsible for preparation of federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses within 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:

• Bachelor’s 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.
• 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 $78,000. 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&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.

To all staffing agencies:PKF O'Connor Davies, LLP (“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.

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

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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.