Jobs at PKF O’Connor Davies

Leads global mobility tax engagements for expatriates, foreign nationals, internationally mobile executives, and employers. Prepares and reviews complex U.S. tax returns, international disclosures, tax equalization calculations, and cross-border workpapers. Advises clients on assignments, compensation, residency, treaties, and foreign tax credits; manages budgets, billing, staffing, deadlines, and client relationships. Supervises and develops staff, researches technical issues, handles tax notices, and supports practice growth.

Prepares federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses. Conducts tax research, supports planning, responds to tax authorities, processes returns using tax software, and collaborates with clients, managers, partners, and senior staff.

PKF O'Connor Davies is accepting candidates for general consideration across its accounting, tax, and advisory firm. The company emphasizes client service, collaboration, professional development, mentorship, diversity, and work-life balance. Applicants must currently be authorized to work full-time in the United States; visa sponsorship is unavailable now and in the future.

Manage tax compliance, planning, and consulting engagements for high-net-worth individuals, family offices, trusts, estates, partnerships, and closely held businesses. Review complex tax returns, develop tax-saving strategies, advise clients, manage relationships, mentor tax staff, support business development, and ensure compliance with evolving tax laws.

Provides tax planning and compliance services for ultra-high-net-worth individuals, families, hedge funds, private equity clients, and fund management companies. Prepares complex individual and partnership tax returns, workpapers, and tax research; supports trust, estate, gift, charitable, foreign reporting, and pass-through taxation matters. Reviews junior staff work, mentors team members, communicates with clients, and applies federal and state tax law updates.

Provides tax planning and compliance services for high-net-worth individuals, families, and related entities. Prepares complex individual, partnership, corporate, and pass-through tax returns; conducts tax research; develops workpapers; supports foreign reporting and hedge fund K-1 reporting; communicates with clients; reviews junior staff work; and mentors team members. The role requires staying current on federal and state tax law and managing multiple client engagements.

Leads buy-side and sell-side financial due diligence engagements for mergers, acquisitions, and divestitures. Oversees Quality of Earnings, working capital, cash flow, and debt-like item analyses; evaluates U.S. GAAP issues; manages budgets, staffing, timelines, and client deliverables. Serves as a primary client contact, presents findings, mentors team members, supports business development, and coordinates with investment bankers, legal counsel, tax advisors, and other stakeholders.

Supervise employee benefit plan tax compliance engagements, review Form 5500 and related tax filings, research complex tax issues, manage client relationships, and ensure IRS, Department of Labor, and ERISA compliance. Train and review staff, manage engagement budgets and deadlines, collaborate with firm professionals, and identify process improvements. The role requires employee benefit plan taxation expertise, strong technical and communication skills, and the ability to manage multiple priorities.

Manage tax compliance and consulting engagements for tax-exempt organizations, including reviewing Forms 990 filings, UBIT calculations, and state returns. Research complex exempt-organization tax issues, advise on foundation compliance and charitable registrations, resolve IRS notices, and coordinate with audit and advisory teams. Supervise and mentor tax staff, manage multiple deadlines, maintain nonprofit client relationships, and support practice development.

Entry-level general consideration opportunity at an accounting and advisory firm. The role is intended for individuals beginning their careers and offers professional development, mentoring, networking, and opportunities to serve accounting and advisory clients. Applicants must be authorized to work in the United States because visa sponsorship is not available.

Supervise financial services tax engagements, including preparing and reviewing complex returns, overseeing federal, state, local, and international compliance, conducting tax research, identifying savings opportunities, managing client relationships, and mentoring tax staff. The role serves hedge funds, private equity funds, management companies, fund of funds, and high-net-worth individuals while coordinating multiple engagements and supporting business development.

Manages tax planning, compliance, consulting, and research for ultra-high-net-worth individuals, families, investment professionals, and related entities. Reviews complex tax returns, oversees staff, maintains client relationships, supports business development, and advises on federal and state tax changes. The role requires expertise in individual, partnership, trust, estate, gift, foreign reporting, and pass-through taxation, along with CPA or EA certification and strong leadership skills.

Oversee employee benefit plan tax compliance engagements, including Form 5500, Form 990, and Form 990-T filings. Provide technical guidance on retirement plan taxation, ERISA, UBTI, and regulatory requirements; lead tax planning and client consulting; manage engagement budgets, staffing, deadlines, and quality; mentor tax professionals; maintain client relationships; and support business development and practice growth.

Supervise tax compliance and consulting engagements for nonprofit and tax-exempt organizations. Review federal and state filings, UBIT calculations, and complex exempt-organization tax issues. Advise clients on foundation compliance, excess benefit transactions, public support testing, and charitable registrations. Mentor staff, manage deadlines, resolve IRS notices, coordinate with audit teams, and support client relationships and practice development.

One-day, in-person leadership and career exploration program for accounting sophomores and juniors. Participants attend skill-building workshops, network with public accounting professionals, develop leadership skills, and learn about careers at PKF O'Connor Davies. Applicants must major in accounting, plan to pursue CPA eligibility, and be authorized to work in the United States. Participation is not guaranteed and applications are reviewed on a rolling basis.

Supervise tax engagements for individuals and middle-market businesses, review federal, state, and local returns, support tax planning and research, resolve complex tax issues, manage client relationships, and mentor tax staff. The role collaborates with audit and advisory teams, ensures timely and accurate compliance, stays current on tax regulations, and manages multiple priorities while delivering high-quality client service.

Prepare state and local income and franchise tax returns, multistate filings, extensions, estimated payments, schedules, and workpapers. Analyze apportionment, nexus, state modifications, and filing requirements; research tax notices and support responses. Communicate with clients and internal teams, coordinate federal and state filings, manage deadlines, maintain documentation, and stay current on SALT laws. The role requires at least two years of tax preparation experience, strong analytical skills, and proficiency with Excel, Office, and tax software.

Supports tax M&A advisory engagements involving corporate and private equity matters, entity formation, deal structuring, tax due diligence, transaction-document review, tax modeling, and federal, state, and local tax research. Advises clients and legal counsel, identifies tax risks and efficiency opportunities, communicates complex analyses, and manages multiple projects while monitoring emerging tax issues.

One-day virtual summer program for students who have completed their freshman year and are interested in public accounting. Participants will learn about public accounting, network with professionals, explore business and accounting career opportunities, and develop skills for future success.

The Senior Associate performs buy-side and sell-side financial due diligence for mergers, acquisitions, and divestitures. Responsibilities include Quality of Earnings, working capital, cash flow, debt-like item, and financial statement analyses; preparing diligence reports; coordinating data rooms; supporting purchase agreement considerations; managing client communications and engagement timelines; reviewing junior staff work; and assisting with proposals, recruiting, and business development.