Tax Senior Associate, M&A

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

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 Senior will be part of the Advisory team as well as function as the primary support of Tax M&A. The Senior will work on engagements supported by Managers, Directors and Partners who will educate, train and promote a great working environment. PKF O’Connor Davies continues to grow its Advisory and Tax practices and the candidate selected will have room for continued advancement and promotion throughout their career.

Essential Duties

• Assist clients in corporate and private equity tax matters, including but not limited to: research and assessment of federal tax issues involving entity formation, deal structuring, M&A tax due diligence, and business tax advisory.
• Perform due diligence, including the review of tax returns, financials, and other tax/non-tax documentation to assess tax risks and identify opportunities for tax efficiencies
• Review transaction documents including purchase agreements and disclosure schedules
• Develop and communicate complex tax models, tax benefit analysis, and other tax calculations
• Provide tax advice and support to clients and their legal advisors
• Conduct legal research and apply tax law to transaction scenarios (including modeling)
• Keep apprised of issues relevant to the accounting industry as well as federal, state and local tax laws
• Monitor emerging tax issues that could impact clients, such as private equity firms
• Perform special projects assigned

Qualifications

• 3+ years of U.S. corporate income tax experience in a legal capacity preferably with a law firm, CPA firm or tax department of a major corporation
• CPA license or J.D. 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 at one time
• Strong attention to detail
• Ability to work independently and in a fast paced and challenging team environment
• Experience reviewing documents for corporate governance as well as external contracts
• Must be able to work in the office a minimum of 3 days per week and travel to other PKFOD offices as needed.

Compensation & Benefits:

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&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits 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.