Tax Director, Employee Benefit Plans

About PKF O’Connor DaviesPKF 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 Director will be responsible for the efficient, accurate, complete, and timely preparation and review of tax returns for our Employee Benefit Services Practice client base. The individual will be expected to provide clients with practical and professional assistance in the complex area of employee benefit plan compliance and reporting. A knowledge of the related tax and accounting regulations effecting employee benefit plans is preferred. Responsibilities include but are not limited to:Essential Duties:Work closely with internal Partners, staff, and clients to satisfy the various compliance requirements for various employee benefit plans.Prepare 5500 tax returns, and other employee benefit plan forms and the related reporting requirements.Perform research on tax laws effecting employee benefit plans, prepare tax memorandums on technical topics, and identify potential tax savings strategies.Oversee multiple clients, budgets, and production goals.Maintain all aspects of client accounts and provide timely, high quality client service that meets or exceeds client expectations.Understand and manage Firm risk on tax services performed.Qualifications:Bachelor's degree in Accounting, Finance, Business, Mathematics, or equivalent field from an accredited college/university required.6+ years of progressive experience in the tax employee benefits space.Active CPA license, Enrolled Agent, ERPA, CEBS and other designations and/or certifications required.Relevant experience working as a third-party administrator, public accounting, consulting, recordkeeper or for the IRS or Department of Labor (DOL).Strong working knowledge of IRS and ERISA regulations and experience with Voluntary Compliance Programs.Strong accounting, tax, and analytical skills.Strong proficiency in Microsoft Office applications required.Excellent interpersonal, verbal, and written communication skills.Additional hours during busy season may be required to meet client deliverables.Compensation & Benefits: The salary range for this position is $100,000 - $150,000. 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 plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life programsCommuter & Parking benefits programsInclusive Parental Leave BenefitsGenerous Paid Time Off (PTO)Paid Firm HolidaysCommunity & Volunteering programsRecognition & Rewards programsTraining & Certification programsDiscretionary 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. #LI-NK1Job SummaryRequisition Number: DIREC004586Job Category: Tax - Employee Benefit PlansSchedule: Full-Time