Experienced SALT Tax Preparer

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 State and Local Tax (SALT) Tax Preparer will support the Firm’s State and Local Tax practice by preparing accurate and timely state and local tax returns and related compliance filings for clients across a variety of industries.

The ideal candidate will have at least two years of tax preparation experience, including exposure to state and local tax compliance, and a desire to further develop their knowledge and experience in multistate taxation.

The individual will work closely with senior associates, managers, directors, and partners to support client engagements involving state income and franchise taxes, extensions and estimated payments, apportionment, state modifications, nexus considerations, tax notices, and other state and local tax matters.

Key Responsibilities:

Prepare state and local income and franchise tax returns for corporations, partnerships, and other business entities.

• Prepare multistate tax returns and related supporting schedules and workpapers.
• Prepare state and local tax extensions, estimated tax payments, and other required compliance filings.
• Calculate state modifications, apportionment factors, taxable income, and other state-specific adjustments.
• Gather, organize, and analyze client financial and tax information necessary to complete state and local tax filings.
• Prepare accurate and well-documented tax workpapers in accordance with Firm policies and procedures.
• Review prior-year returns and client information to identify filing requirements, changes, and potential state tax issues.
• Assist with determining state filing requirements based on client operations, business activities, and nexus considerations.
• Perform basic state and local tax research related to filing requirements, tax rates, apportionment, sourcing, nexus, and other compliance matters.
• Assist with researching and resolving state and local tax notices and correspondence from taxing authorities.
• Prepare responses and supporting documentation for state taxing authorities under the direction of senior members of the SALT team.
• Assist with amended returns and other corrective filings, as necessary.
• Identify inconsistencies, missing information, or potential tax issues during the preparation process and communicate them to senior team members.
• Communicate with clients and internal engagement teams to obtain information and resolve questions necessary to complete tax filings.
• Coordinate with federal tax teams to ensure consistency between federal and state tax filings.
• Monitor assigned engagements and deadlines to ensure returns, extensions, estimates, and other filings are completed accurately and on time.
• Maintain organized electronic files and documentation in accordance with Firm standards.
• Stay current on changes to state and local tax laws, filing requirements, and compliance procedures.
• Participate in Firm training and professional development opportunities to expand technical knowledge of state and local taxation.
• Perform other tax compliance and SALT-related responsibilities as assigned.

Qualifications:

Must be able to work in the office a minimum of 3 days per week.

• Bachelor’s degree in Accounting or MST degree required.
• Active CPA license or EA certification or in progress preferred.
• 1+ years of tax preparation experience, preferably within a CPA firm, public accounting firm, or professional services environment.
• Experience preparing state and local tax and multistate corporate and/or partnership income and franchise tax returns required.
• Working knowledge of state income and franchise tax concepts, including apportionment, state modifications, nexus, and filing requirements.
• Experience preparing tax extensions, estimated payments, supporting schedules, and tax workpapers.
• Familiarity with federal income tax concepts and their relationship to state tax compliance.
• Experience researching and responding to state tax notices is a plus.
• Exposure to sales and use tax or other areas of State and Local Tax is a plus.
• Strong numerical, analytical, and problem-solving skills.
• Excellent attention to detail and commitment to preparing accurate, high-quality work.
• Strong organizational and time-management skills with the ability to manage multiple assignments and deadlines, particularly during peak tax filing periods.
• Ability to follow established tax preparation procedures while identifying issues that require additional review.
• Strong written and verbal communication skills.
• Ability to work effectively both independently and collaboratively with members of the tax team.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Experience with professional tax preparation and compliance software.
• Experience with tax research software is a plus.
• Willingness to continually develop technical knowledge and expertise in state and local taxation.

Compensation & Benefits:

The compensation for this position ranges from $75,000 - $80,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• 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

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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