PKF O'Connor Davies

Tax Associate or Senior Tax Associate - R&D/Tax Credits

Job Locations US-CT-Stamford
# of Openings


The Tax Credit Tax Associate or Senior Tax Associate will work closely with partners, managers and clients while serving as a consultant and representative on research tax credits, energy credits and other credits, with the focus on research (“R&D”) credits.  The individual will also be involved with state corporate income, personal income, sales and use and other state taxes.

Essential Duties

  • Provide tax consulting services as it relates to the R&D Tax Credit.
  • Understand common software development and engineering methodologies.
  • Conduct technical interviews, within the context of Section 41 to gather qualitative details as to how client’s work meets the definition of qualifying research activities.
  • Review technical documentation to draft project narratives to document how client projects meet Section 41 guidelines.
  • Work with team members to scope Research Tax Credit benefits, conduct Research Tax Credit studies, perform tax technical research, and interact with clients in a wide range of industries.
  • Address other credits including the energy credits as well as state and local tax issues as needed.
  • Interact with seniors, managers, partners, and clients.


  • BA/BS/MS Accounting degree from an accredited college/university required; MST preferred.
  • 2+ years of experience working within a Tax Credit practice.
  • 150-credit coursework completion required.
  • CPA or EA designation preferred.
  • Proficient in Microsoft Excel and Microsoft Word.
  • Some planning and problem solving experience.
  • Strong accounting and analytical skills a plus.
  • Excellent interpersonal, verbal and written communication skills.
  • Ability to meet challenging client requirements, provide services and possess strong communication, interpersonal, analytical and research capabilities.
  • Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns.
  • Ability to work additional hours as needed to meet client deliverables.



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