PKF O'Connor Davies

The Senior Tax Associate will be responsible for the preparation and review of partnership and HNW tax returns for clients within the Firm’s Financial Services sector. The individual will also be called upon to carry out tax related research, analysis and writing assignments. The individual will also work closely with partners, managers and clients during all phases of engagements. Essential Duties: Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office. Review tax returns and projects prepared by Tax Staff, while gaining increasing responsibility within the review process. Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions. Assist in overall staff development and training. Research and consult on various tax engagements. Respond to inquiries from the IRS and other tax authorities. Utilize tax...

The Audit Supervisor will primarily be responsible for leading and performing a variety of commercial audit engagements. The supervisor will manage audit staff, supervise the engagement in the field and perform audit procedures to the appropriate extent. These duties may include (but are not limited to): Essential Details: Manage multiple engagements concurrently with various teams to efficiently meet client deadlines. Apply technical skills, take the initiative to identify best practices and improvements, and consider applicability of best practices for other clients. Research complex accounting topics and form a conclusion utilizing the Firm’s research tools (Engagement, Accounting Research Manager and PPC ETools, etc.). Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts. Identify and communicate to management suggestions to improve client internal controls and accounting procedures. Understand internal control...

Our client, a small CPA firm in Valhalla, NY, is seeking a Tax Manager to join their team. The Tax Manager will lead and manage multiple tax engagements to deliver quality income tax services to our diverse client base. The individual will be responsible for advising clients on the tax implications of their business objectives, evaluating and selecting actions to lessen the tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The individual must be comfortable with tax compliance on fiduciary, individual, corporate and partnership returns. Essential Duties: Review and prepare federal and state income tax returns for fiduciary, individuals, corporations and partnerships. Build new and existing client relationships and demonstrate knowledge of client’s businesses. Work closely with Partners to satisfy the needs with planning compliance. Understand and manage firm risk on...

The Senior Audit Associate should be able to perform and direct the broadest range of accounting tasks. This person will assist the engagement partner and/or manager in the development of audit strategy, planning, review and interpretation of audit findings. The Senior will work with audit staff at the client’s premises, managing the engagement in the field and performing audit procedures to the appropriate extent. These duties may include (but are not limited to) Essential Duties Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP & GAAS rules, where applicable). Apply technical skills, take the initiative to identify best practices and improvements, and consider applicability of best practices for other clients. Research complex accounting topics and help the manager and partner form a conclusion utilizing the Firm’s research tools (Engagement, Accounting Research Manager and PPC ETools, etc.). Understand internal...

The Business Solutions Group provides entrepreneurial and family-owned businesses accounting, tax and advisory support. From taxation issues and mandatory accounting needs to business restructuring and succession planning, our expertise can make a substantial difference to entrepreneurs striving to expand their business to a new level and ensure continued success for the next generation. The Business Solutions Associate should be able to perform and direct the broadest range of accounting tasks. This individual will assist the Senior Accountant or in-charge in the development of engagement strategy, planning, execution of work, review and interpretation of findings. Essential Duties: Prepare write-ups, bank reconciliations, payroll/sales tax and conducts a self-review before submission for review. Prepare financial statements, consolidated statements, and various other accounting statements (including cash flow statement and footnotes. Responsible for posting and maintaining...

Office Location: Any of our NY, NJ or CT offices (Hybrid) The Tax Manager or Senior Tax Manager will lead and manage multiple tax engagements to deliver quality income tax services to our diverse client base. The individual will be responsible for advising clients on the tax implications of their business objectives, evaluating, and selecting actions to lessen the tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The individual must be comfortable with tax compliance on partnership and individual returns. Essential Duties: Review federal and state income tax returns for partnerships (including investment partnerships and fund to funds) and individuals. Work closely with Tax Partners to satisfy the needs with planning and compliance. Understand and manage firm risk on tax services performed. Prepare research memoranda, written correspondence/guidance, and other...

Qualified candidate will be responsible for performing and directing a broad range of accounting tasks and will assist the engagement manager and/or partner in the development of audit strategy, planning, review and reporting of audit findings for Commercial clients. The individual will work with audit staff remotely, on the client’s premises, or at a designated PKFOD office, managing the engagement and performing all appropriate audit procedures. Essential duties and qualifications may include (but are not limited to): Essential Duties: Oversee the efforts of multiple Commercial client engagements and demonstrate the ability to run engagements within allotted time budgets. Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP, GAAS & SEC rules, where applicable). Apply technical skills, identify best practices and improvements, and consider applicability of best practices for audit engagements. Research complex...

We are currently looking for a Senior Audit Associate and fund accountant for our Financial Services practice. This position requires professionals to have in-depth, first-hand knowledge of fund accounting. The individual will use their experience in accounting and taxation to provide fund audit, accounting, tax, compliance and consulting services for clients. Additional responsibilities may include (but are not limited to): Essential Duties: Perform in-charge accounting and audit functions on various Financial Services engagements. Review client’s entities from an operations, tax, accounting, IT and compliance perspective. Prepare and review client’s quarterly journal entries for each period reviewed and assemble or review a GAAP basis set of books and records, which includes tax-basis adjustments for unrealized gains or losses or other tax versus GAAP variances. Record and reconcile intercompany activity, including intercompany payables, receivables, investments, and lease or...

Qualified candidate will be responsible for performing and directing a broad range of accounting tasks and will assist the engagement manager and/or partner in the development of audit strategy, planning, review and reporting of audit findings for clients within the Not-for-Profit industry. The individual will work with audit staff remotely, on the client’s premises, or at a designated PKFOD office, managing the engagement and performing all appropriate audit procedures. Essential duties and qualifications may include (but are not limited to): Essential Duties: Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP, GAAS & Uniform Guidance, where applicable). Apply technical skills, identify best practices and improvements, and consider applicability of best practices for audit engagements. Research complex accounting topics utilizing the Firm’s research tools (Engagement, Accounting Research Manager, PPC, ETools, etc.)....

The Senior Audit Associate will perform and direct the broadest range of accounting tasks and will assist the supervisor, manager and/or partner in the development of audit strategy, planning, review and interpretation of audit findings for clients within various commercial industries such as manufacturing and distribution, consumer products, technology, construction and more. The individual will work with the audit team remotely, at the client’s premises, or at a designated PKFOD office performing audit procedures to the appropriate extent. These duties may include (but are not limited to): Essential Duties: Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP, GAAS & SEC rules, where applicable). Apply technical skills, identify best practices and improvements, and consider applicability of best practices for audit engagements. Research complex accounting topics utilizing the Firm’s research tools (Engagement,...

The Tax Manager or Senior Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals. The Tax Manager will also work closely with the CFO of the fund in order to handle the tax planning and compliance function of the management company. This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise. Essential Duties: Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. Provide primary review of complex tax returns and maintain client contact. Maintain and foster relationships with clients,...

The Audit Manager or Senior Audit Manager will be part of the Financial Services Audit Team, where enthusiasm and teamwork come first. The individual will lead engagements supported by Partners and will educate, train and promote a great working environment. This individual will plan, lead and perform external audits using PCAOB and Investment Company GAAP standards, conduct surprise custody examinations, lead attest engagements using SOX and SSAE standards, prepare audit risk assessments and conduct mock audits or other attest compliance reviews with our compliance joint venture partner. This person will be a key member of the management team and accordingly, will conduct client engagements in compliance with the Firm’s risk management strategy. PKF O’Connor Davies continues to grow its Financial Services practice and the candidate selected will have room for continued advancement and promotion throughout their career. Essential Duties: Oversee the efforts of multiple client...

We are seeking a Senior Tax Associate to join our Private Client Services team. The individual will work closely with partners, managers and clients with tax compliance and planning. Essential Duties Prepare tax returns ranging from individuals, partnerships and some related entity returns for high-net-worth families. Review tax returns and projects of Tax Associates while gaining increasing responsibility with the review process. Responsible for more complex tax return preparation. Assist in staff development and training. Research and consult on various tax engagements. Respond to inquiries from the IRS and other tax authorities. Interact with managers, partners, and clients. Qualifications BA/BS degree in Accounting from an accredited college/university required; MST preferred. 2-3 years of progressive tax experience in public accounting required. CPA certification or demonstrated progress towards obtaining CPA certification preferred. 150-credit coursework completion...

Our client, a prestigious foundation in NYC, is seeking a Financial Fund Accountant to join their growing team. The Financial Fund Accountant is responsible for the accounting, reconciliation, and reporting of investment activity and holdings and preparing related schedules and statements for the foundation’s monthly close, annual audit, and tax filings. The accountant will also be responsible for all cash receipts and incoming wire activities. RESPONSIBILITIES Investment Accounting Review market values and activity for investment portfolio, reconcile to internal data and third-party performance data reports. Research and resolve discrepancies. Prepare monthly general ledger entries to record changes in NAV Review and analyze brokerage account activity, update activity tracker, and prepare related general ledger entries. Review and process monthly custody fee invoices, prepare year-end accrual and reversing entries. Review and process quarterly investment manager fee invoices,...