PKF O'Connor Davies

Senior Tax Associate – Private Foundation Practice

Job Locations US-NY-New York
# of Openings
2
Category
Tax

Overview

PKF O’Connor Davies, LLP is looking for a Senior Tax Associate to join our Private Foundation practice. The individual will provide tax compliance for Private Foundations and tax-exempt entities. PKFOD continues to grow its Private Foundation practice, which provides auditing, tax, advisory and bookkeeping services to a variety of clients. Responsibilities include but are not limited to:

Essential Duties

  • Prepare and review Forms 990 and 990-PF and provide advice to clients regarding exempt organization and tax return issues.
  • Develop strong working relationships with clients built around a clear understanding of their business goals, specific needs and expectations.
  • Handle routine client questions, and work with clients to obtain necessary information for financials and tax return completion.
  • Develop, train and supervise Staff level team members.
  • Work closely with Tax Partners to satisfy the needs with planning compliance.

Qualifications

  • BA/BS degree in Accounting from an accredited college/university required; MST preferred.
  • 3+ years of progressive tax experience in public accounting.
  • Proficiency preparing 990 and 990-PF returns preferred.
  • CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework.
  • Proficient knowledge of tax software, specifically ProSystem fx.
  • Strong accounting and analytical skills.
  • Proficient with Microsoft Word and Excel.
  • Excellent interpersonal, verbal and written communication skills.
  • Must be able to work additional hours, during busy season, as needed to meet client deliverables.
  • Travel to clients may be required.

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