Jobs at PKF O’Connor Davies

Performs audit and accounting tasks under supervision for nonprofit independent school clients. Responsibilities include audit planning, internal control testing, risk assessments, financial statement and footnote preparation, documenting findings, monitoring budgets, and supporting engagement completion. The associate applies GAAP, GAAS, and relevant SEC rules, communicates with clients and team members, maintains audit quality standards, and participates in professional development and CPA-related training.

Prepares and reviews federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses. Conducts tax research, planning, and advisory work; manages multiple client engagements; communicates with clients; reviews junior staff work; provides mentorship; and supports managers and partners in identifying tax strategies and maintaining quality and deadlines.

The Audit Manager will lead not-for-profit audit and assurance engagements from planning through reporting, oversee Single Audits, review financial statements, advise nonprofit clients on controls and compliance, manage budgets, and mentor audit teams. The role also supports practice growth, client development, quality control, staff training, and collaboration across tax and advisory services.

Directs financial services tax engagements for hedge funds, private equity funds, management companies, and high-net-worth individuals. Oversees tax planning, compliance, technical reviews, partnership taxation, client advisory, engagement profitability, and business development. Manages client relationships, coordinates specialists, handles tax examinations, monitors regulatory developments, and mentors tax professionals.

Plans and executes not-for-profit audits, evaluates internal controls, prepares and reviews workpapers and financial statements, addresses nonprofit accounting matters, manages engagement timelines and budgets, supports client relationships, and mentors junior staff. Supervisors additionally oversee engagements, review staff work, manage assignments, and coach team members. The role requires approximately 60% travel to client sites and at least three office days per week.

Leads tax compliance, planning, and consulting engagements for high-net-worth individuals, families, family offices, trusts, estates, and closely held businesses. Reviews complex tax returns, develops income and wealth-transfer strategies, advises clients, manages tax staff, supports practice development, and contributes to business development. Requires advanced technical expertise in individual, partnership, trust, estate, and gift taxation, along with CPA or EA credentials and substantial public accounting experience.

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.

Supervise tax engagements for commercial 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 requires expertise in S-corporation, partnership, and multistate taxation, strong organizational and communication skills, and the ability to coordinate with audit and advisory teams while managing multiple deadlines.

Assist with planning and performing audits for governmental entities, including municipalities, counties, school districts, and public authorities. Responsibilities include examining financial records, preparing workpapers, testing transactions and controls, supporting Single Audits, reviewing financial statements, identifying discrepancies, communicating with clients, and meeting engagement deadlines. The role also involves developing expertise in governmental accounting, GASB standards, and public sector auditing.

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.

Audit Associate supporting commercial client engagements through audit procedures, financial data testing and analysis, workpaper preparation, issue identification, client communication, and financial statement preparation. Requires a bachelor's degree in Accounting, 1–2 years of public accounting audit experience, knowledge of U.S. GAAP and auditing standards, and strong analytical and communication skills. The role is hybrid, with at least three office days weekly and local client travel when required.

One-day, in-person leadership and career exploration program for accounting sophomores and juniors. Participants develop professional and leadership skills, attend workshops, network with public accounting professionals, 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.

Prepares corporate, partnership, and individual tax returns for middle-market clients; researches tax issues, supports tax planning, responds to IRS and other tax authorities, and uses tax software to process returns. Collaborates with partners, managers, senior staff, and clients while applying accounting, analytical, communication, and problem-solving skills to meet client requirements.

Leads commercial audit and review engagements from planning through completion, including audit procedures, financial reporting, risk assessment, internal control evaluation, client communication, staff supervision, training, and engagement management. Researches complex accounting matters, identifies process improvements, prepares management recommendations, and ensures quality, deadlines, confidentiality, and professional standards. The role requires client-site travel and at least three office days weekly.

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.

Paid, part-time winter tax interns assist with client engagements, tax scanning, and tax return preparation during busy season. Responsibilities include building client relationships, following firm procedures, applying basic tax knowledge, using computer applications, and collaborating in a fast-paced environment. Candidates must have completed at least 75% of a bachelor's degree in Accounting, work at least 20 hours weekly, be available for occasional weekend work, and potentially travel locally to clients and firm offices.

Paid, full-time summer tax internship supporting client engagements at a public accounting firm. Responsibilities include assisting with tax services, researching and presenting a project, preparing and scanning tax returns, learning tax requirements and firm applications, and building client relationships. The eight-week program includes training, mentorship, community service, and potential part-time extension. Candidates must have completed at least 75% of an Accounting bachelor's degree and be available for 20 hours weekly, weekends as needed, and frequent local travel.

Leads enterprise business development for an accounting and advisory firm, originating and closing complex professional-services opportunities. Responsibilities include prospecting, relationship development, pipeline management, account and territory planning, proposal strategy, negotiation, cross-selling, events, and collaboration with Audit, Tax, Advisory, and firm leadership. The role targets middle-market organizations and requires an established executive network, strong consultative sales expertise, and ownership of revenue growth.

Paid, full-time eight-week audit internship assisting with audit, review, compilation, financial statement preparation, accounting functions, market research, and client engagements. Interns receive training, mentorship, and exposure to public accounting while developing knowledge of accounting standards and basic income tax. The role requires completion of at least 75% of an accounting bachelor’s degree, progress toward CPA eligibility, strong communication and computer skills, teamwork, and willingness to travel locally to clients more than 80% of the time.