PKF O'Connor Davies

Tax Associate

Job Locations US-PA-Philadelphia
# of Openings
Posted Date
8 months ago(10/6/2020 4:42 PM)
Hidden (25753)


Our client, a prestigious wealth management company in Philadelphia, PA is seeking a Tax Associate to join their team.  The position is primarily responsible for tax preparation and compliance. They will also work with the rest of the tax department to provide the highest level of customer service to their clients. The position Tax Associate reports directly to the Tax Manager.

Essential Duties

Tax Preparation – The Tax Associate is expected to do the following:

  • Prepare federal and state tax returns for individuals, trusts, and pass-through entities.


Tax Research and Correspondence – The Tax Associate is responsible for receipt of all incoming tax notices and tracking the progress of each notice. The Tax Associate is also expected to gather documentation for correspondence as needed.


Internal Communication/Reporting – The Tax Associate is accountable for the upwards communication to the Tax Manager and Tax

Director for seasonal progress reporting (i.e. tax admin process work steps, return prep/completion, K-1 tracking, etc.).


Tax Planning – Assist the consultants and work to streamline/manager the processes for tax planning as described below:

  • Estimated tax payments
  • Required minimum distributions
  • Qualified Charitable Distributions
  • Tax Notices
  • Miscellaneous tasks


Client Service – Working closely with consultants, planners, and financial support staff to provide direct support to clients in the following areas:

  • Tax administration process
  • Tax return preparation
  • Tax projections, RMD analysis, QCDs, charitable gifting, etc.
  • Tax analysis, planning and strategy
  • Payroll Tax (i.e. forms W-2, W-3, 1099-MISC, Sched H, etc.)
  • Partnership Accounting


  • Bachelor’s degree required.
  • EA/CPA preferred
  • 3-4 years of tax preparation experience required
  • Proficiency with Word, Excel, Access, Outlook, Internet
  • Must be able to prioritize work; ensure daily deadlines are met; and work independently as needed.
  • Ability to work independently. Strong organizational skills. Detail-oriented.
  • Opportunity for long term relationship.


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