PKF O'Connor Davies

Senior Associate-Business Solutions Group

Job Locations US-NY-Newburgh
# of Openings
1
Category
Business Solutions

Overview

The PKF O'Connor Davies Business Solutions practice provides growing and family-owned businesses accounting, tax and advisory support. From taxation issues and mandatory accounting needs to business restructuring and succession planning, our expertise can make a substantial difference to growing businesses striving to expand their business to a new level and ensure continued success for the next generation.

 

The Accounting & Tax Senior will lead engagements supported by Partners who will educate, train and promote a great working environment.

 

Essential Duties

  • Maintain write-up, bank reconciliations, payroll/sales tax and complex technical activities and conduct a self-review before submission.
  • Prepare and review financial statements, consolidated statements and various other accounting statements.
  • Oversee multiple client engagements and oversee staff to meet deliverable deadlines within budget, identify roadblocks and understand critical milestones to meet client service expectations.
  • Maintain active communication with clients and manage expectations, ensure satisfaction and lead change efforts.
  • Prepare and/or review various tax returns, financial statements, monthly/quarterly write-up services, engagement documentation and related reports.
  • Review and verify the accuracy of journal entries and accounting classification assigned to various records.
  • Conduct tax research, income tax projections and prepare complex entity and individual tax returns/identify multi state tax issues.
  • Oversee and supervise work of staff and interns and assist/train staff/interns as well as assist manager in the scheduling of staff.
  • Identify and communicate to management suggestions to improve client internal controls and accounting procedures.
  • Actively participate in learning and development opportunities, formal learning (CPE) and training programs.
  • Attend professional development, networking events and training seminars on a regular basis.

Qualifications

  • BA/BS degree in Accounting from an accredited college/university is required; Master’s in Accounting preferred.
  • 3+ years of relevant accounting and tax experience in a CPA firm preferred.
  • CPA certification preferred.
  • Solid working knowledge of personal and business taxes.
  • Experience working on various commercial engagements preferred.
  • Excellent interpersonal and communication skills.
  • Strong analytical and organizational skills.
  • Proficiency in Microsoft Office products, CCH Axcess, ProsystemsFx and other accounting-related software packages.
  • Working additional hours may be needed to meet client deliverables.
  • Travel to various local client locations via personal vehicle may be required
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