Tax Senior Associate (Private Client Services)

PKF O'Connor Davies; Bethesda (MD); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) & Profit Sharing

FSA/HSA

EAP/Wellness

Commuter & Parking

Paid Time Off

Holidays

Community Involvement

Training & Certification

Discretionary Bonus

Job summary

PKF O'Connor Davies seeks a Tax Senior Associate to join our Private Client Services (PCS) group. The ideal candidate will have strong tax compliance and preparation experience, excellent communication skills, and the ability to manage multiple client engagements.

This individual will work closely with managers, directors, and partners to provide tax compliance, planning, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses.

Qualifications

• Bachelor's degree in Accounting or related field; Master's in Taxation preferred.
• CPA certification or progress toward CPA preferred.
• 3+ years of tax experience, preferably in public accounting.
• Experience with Form 1040 and high-net-worth clients.
• Strong knowledge of federal/state/local tax regulations.
• Proficiency with tax software (CCH Axcess) and Excel.
• Excellent written and verbal communication skills; ability to mentor.
• Office presence required at least three days per week.

Responsibilities

• Prepare and review federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses.
• Assist with tax planning and compliance for high-net-worth individuals and families.
• Research complex tax issues and provide recommendations to clients and engagement teams.
• Review work by junior staff and provide guidance and mentorship.
• Develop and maintain strong client relationships with timely, professional service.
• Assist with identifying tax planning opportunities and strategies with managers/partners.
• Manage multiple engagements while meeting deadlines and maintaining high-quality work.
• Communicate with clients to gather necessary tax information and address questions.
• Stay current on tax laws; collaborate with PCS team for efficient completion.

Skills

Tax compliance

Client communication

Analytical skills

Time management

Mentoring

Team collaboration

Attention to detail

Problem solving

Independent work

Multitasking

Education

Bachelor's degree in Accounting

Master's degree in Taxation

CPA certification

Tools

CCH Axcess

Microsoft Excel

Microsoft Office

Job description

About PKF OConnor Davies

PKF OConnor 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 OConnor 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 OConnor Davies is the place for you!

PKF O'Connor Davies is seeking a Tax Senior Associate to join our Private Client Services (PCS) group. The ideal candidate will have strong tax compliance and preparation experience, excellent communication skills, and the ability to manage multiple client engagements. This individual will work closely with managers, directors, and partners to provide tax compliance, planning, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses.

Essential Duties and Responsibilities

• Prepare and review federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses.
• Assist with tax planning and compliance for high-net-worth individuals and families.
• Research complex tax issues and provide recommendations to clients and engagement teams.
• Review work prepared by junior staff and provide guidance, training, and mentorship.
• Develop and maintain strong client relationships by providing timely, professional, and responsive service.
• Assist managers and partners with identifying tax planning opportunities and strategies.
• Manage multiple engagements while meeting deadlines and maintaining high-quality work.
• Communicate directly with clients to gather necessary tax information and address questions.
• Stay current on federal, state, and local tax laws and regulations.
• Collaborate with other members of the PCS team to ensure efficient and accurate completion of client engagements.
• Participate in professional development and firm initiatives.

Qualifications

• Bachelor's degree in Accounting or related field required; Master's degree in Taxation preferred.
• CPA certification or progress toward obtaining CPA certification preferred.
• 3+ years of relevant tax experience, preferably within a public accounting firm.
• Experience preparing and reviewing individual income tax returns (Form 1040) required.
• Experience with trusts, estates, partnerships, S corporations, and high-net-worth clients preferred.
• Strong knowledge of federal, state, and local tax regulations.
• Proficiency with tax preparation software, preferably CCH Axcess, and Microsoft Office applications, including Excel.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively within a team environment.
• Strong attention to detail and ability to manage multiple priorities and deadlines.
• Ability to build and maintain positive client relationships.
• Willingness to mentor junior staff and contribute to the overall success of the team.
• Ability to work in the office at least three days per week.

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 individuals qualifications, experience, skills, and certifications.
• 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 programsTraining & 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.

#LI-NK1