Senior Associate - Business Solutions Group

Overview

The PKF O'Connor Davies Business Solutions practice provides growing 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 growing businesses striving to expand their business to a new level and ensure continued success for the next generation.

The Accounting & Tax Senior will lead engagements supported by Partners who will educate, train and promote a great working environment. This role can be for any of our Mid Hudson Valley offices.

Essential Duties

• Maintain write-up, bank reconciliations, payroll/sales tax and complex technical activities and conduct a self-review before submission.

• Prepare and review financial statements, consolidated statements and various other accounting statements.

• Oversee multiple client engagements and oversee staff to meet deliverable deadlines within budget, identify roadblocks and understand critical milestones to meet client service expectations.

• Maintain active communication with clients and manage expectations, ensure satisfaction and lead change efforts.

• Prepare and/or review various tax returns, financial statements, monthly/quarterly write-up services, engagement documentation and related reports.

• Review and verify the accuracy of journal entries and accounting classification assigned to various records.

• Conduct tax research, income tax projections and prepare complex entity and individual tax returns/identify multi state tax issues.

• Oversee and supervise work of staff and interns and assist/train staff/interns as well as assist manager in the scheduling of staff.

• Identify and communicate to management suggestions to improve client internal controls and accounting procedures.

• Actively participate in learning and development opportunities, formal learning (CPE) and training programs.

• Attend professional development, networking events and training seminars on a regular basis.

Qualifications

• BA/BS degree in Accounting from an accredited college/university is required; Master's in Accounting preferred.

• 3+ years of relevant accounting and tax experience in a CPA firm preferred.

• CPA certification or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework preferred.

• Solid working knowledge of personal and business taxes.

• Experience working on various commercial engagements preferred.

• Excellent interpersonal and communication skills.

• Strong analytical and organizational skills.

• Proficiency in Microsoft Office products, CCH Axcess, ProsystemsFx and other accounting-related software packages.

• Working additional hours may be needed to meet client deliverables.

• Travel to various local client locations via personal vehicle may be required

#LI-LC2