Tax Manager or Director - Private Client Services

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. Role Overview We are seeking an experienced Tax Manager 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. Key Responsibilities 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. Review complex federal, state, and local tax returns, including: 1040, 1041, 1065, 1120‑S, 709, and related entities such as management companies, holding companies, and investment partnerships. 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, and entity structuring and conversion strategies. Conduct tax research and prepare technical memoranda on complex issues. 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. 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 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. 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 expertise and extensive experience reviewing individual, partnership, S‑corporation, trust, gift tax, and investment partnership returns. Proficient with MS Office Suite and tax research platforms (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 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 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. Work Authorization We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. Equal Employment Opportunity 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. #J-18808-Ljbffr PKF O'Connor Davies, LLP