Tax Manager (HNW-Financial 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!

The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals. The individual will also work closely with the CFO of the fund to handle the tax planning and compliance function of the management company. This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise.

Key Responsibilities

• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
• Provide primary review of complex tax returns and maintain client contact.
• Maintain and foster relationships with clients, staff, and outside third-party client vendors.
• Tax planning, preparation and research for our high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
• Review tax returns and work papers prepared by staff.
• Train and supervise staff along with reviewing and evaluating their work.
• Keep abreast of legislative and tax policy changes at both Federal and State levels.

Qualifications

• Must be able to work in the office a minimum of 3 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.
• 7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
• Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR.
• General understanding of pass-through entity taxation at both the individual and entity level.
• Strong technical expertise in individual, trust, estate, and gift taxation.
• 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:

The compensation for this position ranges from $100,000 - $135,000. Actual 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 Savi