PKF O'Connor Davies

Senior Tax Associate - Trust & Estate

Job Locations US-NJ-Cranford
# of Openings


We are currently seeking a Senior Tax Associate to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. 

Essential Duties

  • Provide fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services
  • Prepare individual, fiduciary, estate and gift tax returns
  • Review estate and trust fiduciary accountings
  • Handle Federal and State tax notices and audits
  • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Oversee all aspects of client accounts and foster client relationships
  • Review and analyze estate planning related legal documents
  • Supervise other members of the group including monitoring their workload and training and assisting them


  • BA/BS degree in Accounting required; MST preferred
  • 3+ years’ experience working with trust, estate and gift matters
  • CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework
  • Public accounting firm experience required
  • Extensive experience in Tax Advisory and Estate/Trust planning and compliance
  • Ability to establish and maintain good client relationships
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office applications required
  • Experience with reviewing fiduciary, gift and estate tax returns
  • Preferred experience with Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA
  • Experience with research software and memo writing required
  • Must be able to work additional hours, during busy season, as needed to meet client deliverables
  • Travel to clients may be required




Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Not ready to apply? Connect with us for general consideration.