PKF O'Connor Davies · 17 hours ago
Senior Associate - Outsourcing Practice
PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm seeking a detail-oriented Senior Associate to join their Outsourcing Practice. The role involves managing day-to-day accounting functions and preparing tax returns, compilations, and reviews for small business clients.
AccountingAdviceConsultingFinancial Services
Responsibilities
Manage full-cycle accounting for multiple small business clients
Prepare and review financial statements, including compilations and reviews
Prepare federal, state, and local tax returns for individuals, corporations, and partnerships
Assist clients with bookkeeping, payroll, and general ledger maintenance
Support partners and managers in client engagements and special projects
Serve as a point of contact for clients, addressing day-to-day questions and providing guidance
Mentor and supervise staff and interns, providing training and feedback
Stay current on accounting and tax regulations affecting small business clients
Qualification
Required
Must be able to work in-office a minimum of 3-4 days per week
Bachelor's degree in Accounting from an accredited college/university required
3+ years of experience in public accounting with exposure to small business clients
Experience performing accounting, compilation, and review work required
General tax preparation experience (including individual, corporate, and partnership returns) required
Proficiency with Microsoft Office Suite and accounting/tax software (QuickBooks, ProSystem fx, PFX Engagement or similar)
Excellent communication, organizational, and problem-solving skills
Proven ability to develop and mentor staff and foster a collaborative team environment
Ability to manage multiple priorities and client relationships effectively
Must be able to travel locally to clients when required
Preferred
CPA or EA certification a plus
Benefits
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
Recent News
2026-01-23
2026-01-22
2026-01-14
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