Senior Associate - Business Solutions Group

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 a detail-oriented Senior Associate to join our Business Solutions Group in our Newtown Square, PA office. This role is ideal for an experienced accounting professional with a strong background in servicing small business clients across a range of industries. The Senior Associate will be responsible for managing day-to-day accounting functions, and preparing tax returns, compilations, and reviews.

Essential Duties

• 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, partnerships, and corporations.
• 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.

Qualifications

• 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.
• CPA or EA certification a plus.
• Experience in accounting, tax preparation, compilations, and reviews.
• 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.

Compensation & Benefits:

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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