Director · Large regional
PKF O'Connor Davies · New York, New York
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Prepare and review employee benefit plan tax filings and compliance work for benefit plan clients.
Worth knowing: Additional hours during busy season may be required.
Company: Job title: Tax Director, Employee Benefit Plans 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! The Director will be responsible for the efficient, accurate, complete, and timely preparation and review of tax returns for our Employee Benefit Services Practice client base. The individual will be expected to provide clients with practical and professional assistance in the complex area of employee benefit plan compliance and reporting. A knowledge of the related tax and accounting regulations effecting employee benefit plans is preferred. Responsibilities include but are not limited to: Essential Duties: Work closely with internal Partners, staff, and clients to satisfy the various compliance requirements for various employee benefit plans. Prepare 5500 tax returns, and other employee benefit plan forms and the related reporting requirements. Perform research on tax laws effecting employee benefit plans, prepare tax memorandums on technical topics, and identify potential tax savings strategies. Oversee multiple clients, budgets, and production goals.
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