Tax Supervisor, Employee Benefit Plans

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!

PKF O'Connor Davies is seeking an experienced Tax Supervisor to join our Employee Benefit Plans (EBP) practice. The ideal candidate will have strong technical knowledge of employee benefit plan taxation, compliance, and reporting requirements, along with excellent communication and organizational skills. This individual will be responsible for overseeing tax compliance engagements, reviewing tax filings, supervising staff, and providing guidance to clients on employee benefit plan tax matters.

Essential Duties and Responsibilities

• Supervise and review the preparation of Form 5500 filings and related schedules for various employee benefit plans, including 401(k), 403(b), defined benefit, and other qualified retirement plans.

• Review Form 990, Form 990-T, and other applicable federal and state tax filings for employee benefit plans and tax-exempt entities, as appropriate.

• Oversee tax compliance engagements, ensuring accuracy, timeliness, and adherence to applicable IRS and Department of Labor regulations.

• Research and resolve complex tax issues related to employee benefit plans, including plan qualification, unrelated business taxable income (UBTI), and regulatory compliance.

• Serve as a primary point of contact for clients, responding to inquiries and providing guidance on tax compliance matters.

• Supervise, train, mentor, and review the work of associates and senior associates.

• Manage multiple client engagements, including budgets, deadlines, and workflow.

• Collaborate with partners, managers, and other professionals to deliver high-quality client service.

• Stay current on changes in federal and state tax laws, ERISA regulations, and employee benefit plan reporting requirements.

• Identify opportunities to improve internal processes, efficiencies, and client service.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field required.

• CPA or EA certification preferred.

• Minimum of 4–6 years of relevant tax experience, preferably within a public accounting firm.

• Experience with employee benefit plan tax compliance, including Form 5500 and related reporting requirements.

• Knowledge of qualified retirement plans, ERISA, IRS regulations, and employee benefit plan taxation.

• Experience reviewing tax returns and supervising or mentoring junior staff.

• Strong technical research, analytical, and problem-solving skills.

• Proficiency in Microsoft Office applications, particularly Excel.

• Experience with CCH Axcess or similar tax preparation software preferred.

• Excellent written and verbal communication skills, with the ability to build and maintain strong client relationships.

• Strong organizational skills and the ability to manage multiple priorities and deadlines.

• Ability to work independently and collaboratively in a team-oriented environment.

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

Compensation & Benefits:

The salary range for this position is $95,000 - $115,000. 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.