Senior · Large regional
PKF O'Connor Davies · New York, New York · Hybrid
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Review and oversee preparation of complex tax returns and advise asset management and high net worth clients.
Worth knowing: Must be in office at least three days per week with Monday and Wednesday
Company: Job title: Tax Supervisor - Financial Services Location: New York, NY About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you! We are seeking an experienced Tax Supervisor to join our Financial Services team. The ideal candidate will be responsible for reviewing tax returns and overseeing the preparation and coordination of tax compliance and advisory services for clients in the financial services industry, including hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals. This role requires strong technical tax knowledge, excellent analytical and organizational skills, and the ability to manage multiple engagements while supporting client service initiatives and mentoring staff. Key Responsibilities Interact closely with clients to provide advanced tax planning, consulting and compliance expertise. Prepare complex tax returns and review returns prepared by Tax Associates and Tax Seniors. Oversee and supervise all tax reporting and compliance with federal, state, local, and international tax laws.
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