Tax Manager or Director - Private Client Services

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 Tax Manager or Director to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities.

The ideal candidate will bring strong technical tax expertise, exceptional client service skills, and direct experience advising clients, particularly those with complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations.

Key Responsibilities

Client Engagement & Relationship Management

• Serve as the primary point of contact for our clients.
• Provide proactive tax planning and advisory support tailored to:
• S – Corp
• High Net Worth
• Trusts & Estates
• Partnerships and pass-through entity owners
• Build and maintain strong client relationships, ensuring a high level of service and responsiveness.
• Identify tax-saving opportunities and strategic planning initiatives across clients’ personal and business interests.

Tax Compliance & Technical Expertise

• Review complex federal, state, and local tax returns, including:
• 1040 (individual)
• 1041 (trusts and estates)
• 1065 and 1120-S related to practice partnerships and S corporations
• 709 (gift tax)
• Related entities such as management companies, holding companies, and investment partnerships
• Experience with foreign related tax return
• Advise on matters relevant to clients, such as:
• multi-state income issues
• retirement plan strategies
• buy-in/buy-out structures
• partner compensation models
• K-1 allocation issues
• entity structuring and conversion strategies
• Conduct tax research and prepare technical memoranda on complex issues.

Review, Leadership & Team Development

• Manage, coach, and mentor staff and seniors on professional services client work.
• Review workpapers, tax returns, and tax planning deliverables.
• Promote technical development and knowledge-sharing within the team.

Project & Engagement Management

• Lead multiple engagements simultaneously, ensuring timely and accurate deliverables.
• Manage engagement budgets, billing, and client expectations.
• Coordinate with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.

 Qualifications

• Bachelor's degree in Accounting from an accredited college/university required.
• MST, JD, or LLM in Taxation a plus.
• Active CPA license or EA certification required.
• 7+ years of progressive tax experience in public accounting required.Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
• Knowledge of CCH Axcess preferred.
• Experience with multi-entity and multi-state taxation issues.
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written com