Senior Tax Manager – High‑Net‑Worth & Family Office

PKF O'Connor Davies; Stamford (CT); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Generous Paid Time Off (PTO)

Discretionary Performance Bonus

Job summary

PKF O'Connor Davies in Stamford, Connecticut, is seeking a Tax Manager to manage tax compliance, provide consulting services, and develop client relationships for high-net-worth individuals. The role requires 7+ years of tax experience in public accounting and a strong understanding of various tax structures.

The ideal candidate will possess an active CPA or EA certification and a Bachelor’s degree in Accounting. The company offers a comprehensive benefits package including medical, vision, dental, a 401(k) plan, and generous PTO.

Qualifications

• 7+ years of progressive tax experience in public accounting.
• Deep technical expertise in individual, partnership, trust and estate taxation.
• Experience working with complex, multi-entity structures.

Responsibilities

• Lead and manage tax compliance and consulting engagements.
• Review complex tax returns for high-net-worth individuals.
• Identify tax-saving opportunities and provide advisory services.

Skills

Tax compliance

Client relationship management

Leadership

Tax planning

Technical expertise in taxation

Education

Bachelor’s degree in Accounting

Active CPA license or EA certification

MST, JD, or LLM in Taxation

Tools

MS Office Suite

CCH Tax

Job description

PKF O'Connor Davies in Stamford, Connecticut, is seeking a Tax Manager to manage tax compliance, provide consulting services, and develop client relationships for high-net-worth individuals. The role requires 7+ years of tax experience in public accounting and a strong understanding of various tax structures.

The ideal candidate will possess an active CPA or EA certification and a Bachelor’s degree in Accounting. The company offers a comprehensive benefits package including medical, vision, dental, a 401(k) plan, and generous PTO.