Tax Senior Associate-(Private Client Services)

PKFOD; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Generous Paid Time Off (PTO)

Job summary

PKFOD is seeking a Senior Tax Associate based in New York, NY, to support tax planning and compliance functions for high-net-worth individuals and families. The ideal candidate should have a bachelor's degree in accounting and at least 3 years of public accounting experience.

Responsibilities include preparing complex tax returns and mentoring junior staff. The position offers a hybrid work model and a competitive salary range of $80,000 - $90,000.

Qualifications

• 3+ years of progressive tax experience in public accounting.
• Active CPA license or EA certification or in progress preferred.
• Knowledge of individual, trust, estate, and gift taxation.

Responsibilities

• Prepare complex tax returns, including individual and partnership filings.
• Assist in providing tax planning and compliance services to high-net-worth clients.
• Mentor and support junior team members.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Effective communication

Knowledge of tax laws

Education

Bachelor's degree in Accounting

Tools

MS Office Suite

Tax research platforms (e.g., CCH, BNA)

Job description

Tax Senior Associate-(Private Client Services)

Job Category: Tax - Private Client Group

Requisition Number: TAXSE004444

• Full-Time
• Hybrid

Locations

NY - New York City

245 Park Ave

New York, NY 10167, USA

The Senior Tax Associate will support the tax planning and compliance functions for high-net-worth individuals and their families, with a focus on financial services clients such as private equity fund managers and investment bankers.

The Senior Tax Associate will work closely with Managers and Partners to deliver high-quality client service in a collaborative, entrepreneurial environment that emphasizes technical excellence and responsiveness.

Key Responsibilities

• Assist in providing tax planning and compliance services to high-net-worth clients.
• Prepare complex tax returns, including individual (1040) and partnership filings.
• Prepare small business returns (C Corps, S Corps and Partnerships).
• Maintain regular communication with clients and internal teams to support ongoing engagements.
• Prepare tax workpapers and conduct tax research related to high-net-worth individuals and related entities.
• Develop an understanding of hedge fund K-1 reporting and its impact on individual taxation.
• Review work prepared by junior staff for accuracy and completeness (as appropriate).
• Mentor and support junior team members, providing guidance and feedback.
• Stay current on federal and state tax law developments and apply changes to client work.

Qualifications

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor's degree in Accounting from an accredited college/university required.
• Active CPA license or EA certification or in progress preferred.
• 3+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
• Knowledge of individual, trust, estate, and gift taxation is a plus.
• Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR.
• General understanding of pass-through entity taxation at both the individual and entity level.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of ProSystems FX preferred.
• Strong analytical, organizational, and problem-solving skills.
• Effective interpersonal, verbal, and written communication skills.
• Ability to manage multiple assignments and meet deadlines in a fast-paced environment.
• Demonstrated ability to work both independently and as part of a team.

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.

Benefits

• Medical, Dental, and Vision plans
• Basic Life, AD&DD, 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.

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.

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.