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

 

PKFODA 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.

 

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