Senior Tax Associate - Private Client Group

Company: PKF O'Connor Davies, LLP
Location: Boston
Posted on: May 29, 2023

Job Description:

Senior Tax Associate - Private Client Group We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. -Prepare individual, trust, estate, gift and foundation tax returnsPrepare estate and trust fiduciary accountingsProvide high level personal financial and estate compliance servicesReview tax information supplied by clients and provide timely, high quality client service that meets or exceeds client expectationsSupervise, train, mentor and evaluate tax associatesPerform tax research and respond to inquiries from the IRS and other tax authoritiesStay current on new tax legislation Qualifications

• BA/BS degree in Accounting from an accredited college/university required; Master's in Taxation preferred
• 3+ year's progressive experience in public accounting required
• CPA certification or demonstrated progress towards obtaining CPA certification preferred.
• Experience in individual, estate, trust and gift tax preparation, fiduciary accounting and research software required
• Knowledge of Federal, State and Local tax laws
• Ability to establish and maintain good client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Must be able to work additional hours as needed to meet client deliverables PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Keywords: PKF O'Connor Davies, LLP, Boston , Senior Tax Associate - Private Client Group, Accounting, Auditing , Boston, Massachusetts