PKF O'Connor Davies

  • Tax Staff

    Job Locations US-NY-New York
    # of Openings
    1
    Category
    Tax
  • Overview

    The Tax Staff will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, and working with tax software applications to complete tax returns for review.

    Essential Duties

    • Ensure both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards.
    • Meet internal deadline to match the client expectations for timely delivery of service.
    • Work in, and be a part of, a multi-disciplinary team.
    • Prepare and review Forms 990, 990-PF and 990-T and provide advice to clients regarding exempt organization and tax return issues.
    • Gather and manipulate audit and client information as needed to prepare returns.
    • Import date into tax preparation software.
    • Work with tax software applications, MS Excel/Word and Adobe in a paperless environment.
    • Keep up-to-date on current tax practices.
    • Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report the analysis.
    • Develop and train Staff level team members.

    Qualifications

    • BA/BS degree in Accounting required.
    • CPA, MST a plus!
    • 1+ years preparing 990, 990-PF and 990-T tax returns preferred.
    • Knowledge of Internal Revenue Service (IRS) codes and exempt organization tax matters.
    • Familiarity with ProSystem fx Engagement a plus.
    • Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities.

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