PKF O'Connor Davies

Senior Tax Associate – Private Client Group

Job Locations US-MA-Boston | US-MA-Woburn
# of Openings
3
Category
Tax

Overview

We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. 

Essential Duties

  • Prepare individual, trust, estate, gift and foundation tax returns
  • Prepare estate and trust fiduciary accountings
  • Provide high level personal financial and estate compliance services
  • Review tax information supplied by clients and provide timely, high quality client service that meets or exceeds client expectations
  • Supervise, train, mentor and evaluate tax associates
  • Perform tax research and respond to inquiries from the IRS and other tax authorities
  • Stay current on new tax legislation

Qualifications

  • BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation preferred
  • 3+ year’s progressive experience in public accounting required
  • CPA certification or demonstrated progress towards obtaining CPA certification preferred.
  • Experience in individual, estate, trust and gift tax preparation, fiduciary accounting and research software required
  • Knowledge of Federal, State and Local tax laws
  • Ability to establish and maintain good client relationships
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office applications required
  • Must be able to work additional hours as needed to meet client deliverables

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