Tax Director

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 Director to join our growing tax practice in our Newtown Square, PA office. This individual will lead client engagements, oversee the preparation and review of complex tax returns, and provide strategic tax planning and consulting services to a diverse client base. The ideal candidate will bring deep technical expertise, proven leadership ability, and a strong commitment to client service.

Essential Duties

• Lead and manage multiple tax engagements across industries with a focus on quality and client satisfaction.
• Oversee and review preparation of complex federal, state, and local tax returns for:

- Individuals

- S-Corporations

- Partnerships and other flow-through entities

- Trusts and estates

• Provide advanced tax planning and consulting for high-net-worth individuals, business owners, and partnerships.
• Research and analyze complex tax issues and communicate practical solutions.
• Supervise, mentor, and develop tax staff, providing guidance and performance feedback.
• Build and maintain client relationships, acting as a trusted advisor.
• Collaborate with partners on strategic initiatives, including business development.
• Ensure compliance with firm policies, professional standards, and regulatory requirements.

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.
• Active CPA license or EA certification required.
• MST, JD, or LLM in Taxation a plus.
• 10+ years of progressive tax experience in public accounting, with significant review and advisory exposure required.
• Technical expertise in preparation and review of complex individual, S-Corp, partnership/flow-through, and trust/estate returns.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of ProSystems FX preferred.
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written communication skills with executive presence.
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
• Demonstrated ability to build relationships and contribute to firm growth.

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