Supervisor - Business Solutions Group

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 Supervisor will lead engagements supported by managers and partners who will educate, train and promote a great working environment. This role can be in 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.
• Supervise 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 a plus.
• 5+ years of relevant accounting and tax experience in a CPA firm preferred.
• CPA certification or demonstrated progress towards a CPA certification a plus.
• 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.
• Ability to work additional hours as needed to meet client deliverables.
• Must be willing to travel locally to clients when required and have access to a car.

The compensation for this position ranges from $95,000 - $115,000. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.
PKFODA 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, LLC ("PKFODA") will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.
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