Tax Supervisor - Financial Services

PKFOD; New York (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) + Profit Sharing

Flexible Spending & Health Savings

Paid Time Off

Parental Leave Benefits

Training & Certification programs

Job summary

PKF O’Connor Davies in New York City seeks an experienced Tax Supervisor for its Financial Services team. You will review tax returns and supervise coordination of compliance for hedge funds, funds of funds, private equity funds, management companies, and high-net-worth individuals.

The role requires strong tax knowledge, excellent analytical skills, and the ability to mentor staff while handling multiple engagements and maintaining client service excellence.

Qualifications

• Bachelor’s degree in Accounting from an accredited college or university.
• Active CPA license, EA certification, or progress toward certification preferred.
• 5+ years of progressive financial services tax experience required.
• Experience with asset management clients – hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals.
• Strong knowledge of federal, state, local, and international tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to lead and mentor the tax team, fostering a collaborative and high-performance work environment.
• Must be able to work in the New York City office a minimum of three days per week; in-office days Monday and Wednesday are required.

Responsibilities

• Interact closely with clients to provide advanced tax planning, consulting and compliance expertise.
• Prepare complex tax returns and review returns prepared by Tax Associates and Tax Seniors.
• Oversee and supervise all tax reporting and compliance with federal, state, local, and international tax laws.
• Analyze and review financial data to identify tax savings and minimization opportunities.
• Conduct research on tax laws and regulations, keeping abreast of changes and developments.
• Provide guidance and support to tax staff and assist in their professional development.
• Build and maintain strong relationships with partners, clients, and industry professionals.
• Actively participate in professional organizations, industry events, and networking groups to enhance the firm’s visibility and reputation.
• Set clear goals and expectations for the tax team, providing regular feedback and performance evaluations.
• Participate in relevant training programs, seminars, and workshops to enhance tax knowledge and skills.

Skills

Asset management tax

Tax compliance

Mentoring

Client relations

Tax software

Analytical skills

Education

Bachelor's degree in Accounting

Tools

CCH Tax

Engagement

MS Office

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!

We are seeking an experienced Tax Supervisor to join our Financial Services team. The ideal candidate will be responsible for reviewing tax returns and overseeing the preparation and coordination of tax compliance and advisory services for clients in the financial services industry, including hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals.

This role requires strong technical tax knowledge, excellent analytical and organizational skills, and the ability to manage multiple engagements while supporting client service initiatives and mentoring staff.

Key Responsibilities

• Interact closely with clients to provide advanced tax planning, consulting and compliance expertise.
• Prepare complex tax returns and review returns prepared by Tax Associates and Tax Seniors.
• Oversee and supervise all tax reporting and compliance with federal, state, local, and international tax laws.
• Analyze and review financial data to identify tax savings and minimization opportunities.
• Conduct research on tax laws and regulations, keeping abreast of changes and developments.
• Provide guidance and support to tax staff and assist in their professional development.
• Build and maintain strong relationships with partners, clients, and industry professionals.
• Actively participate in professional organizations, industry events, and networking groups to enhance the firm’s visibility and reputation.
• Set clear goals and expectations for the tax team, providing regular feedback and performance evaluations.
• Participate in relevant training programs, seminars, and workshops to enhance tax knowledge and skills.

Qualifications

• Must be able to work in the New York City office a minimum of three days per week. Monday and Wednesday are required in-office days to support team meetings, training and mentoring, and collaboration. The third in-office day may be flexible based on business needs.
• Bachelor’s degree in Accounting from an accredited college or university required.
• Active CPA license, EA certification, or progress toward certification preferred.
• 5+ years of progressive financial services tax experience required.
• Experience working with asset management clients – e.g., hedge funds, fund of funds, private equity funds, management companies and high-net-worth individuals required.
• Strong knowledge of federal, state, local, and international tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to lead and mentor the tax team, fostering a collaborative and high-performance work environment.
• Ability to manage multiple projects and meet deadlines.
• Proficiency with Microsoft Office Suite; experience with tax software (e.g., CCH Tax, Engagement, or similar) preferred.

The compensation for this position ranges from $95,000 - $115,000. 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.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

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.

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.