Strategic Tax Manager & Client Advisory Lead

PKF O'Connor Davies; Woburn (MA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing

Flexible Spending & Health Savings

Paid Time Off

Paid Firm Holidays

Job summary

PKF O’Connor Davies seeks a Tax Manager or Director to lead and manage multiple tax engagements for privately held and middle-market clients across industries. You will deliver high-quality compliance, planning, and advisory services while acting as primary client contact on complex tax matters.

The role collaborates with Tax Partners to design strategies that minimize tax liabilities, manage risk, and drive client success.

Qualifications

• Bachelor’s degree in Accounting from an accredited college or university required.
• Master’s degree in Taxation preferred.
• Active CPA license or Enrolled Agent designation required.
• 7+ years of progressive tax experience within a public accounting firm.
• Significant experience serving privately held and middle-market commercial clients across industries.
• Strong knowledge of federal corporate and partnership taxation.
• Experience reviewing complex business tax returns and related workpapers.
• Ability to manage multiple tax engagements, client relationships, budgets, deadlines, and engagement teams.

Responsibilities

• Plan, manage, review, and oversee tax compliance engagements for closely held and middle-market businesses and their owners.
• Review complex federal, state, and local income tax returns and related workpapers for accuracy and compliance.
• Serve as a primary client contact and trusted advisor on complex tax compliance, planning, and business matters.
• Identify tax planning opportunities and advise clients on the implications of business decisions.
• Collaborate with Tax Partners to develop and execute tax planning and compliance strategies.
• Manage multiple client engagements with staffing, budgets, and deadlines.
• Supervise, coach, and mentor tax professionals while supporting their development.

Skills

Client relationship management

Tax planning

Tax compliance

Leadership

Education

Bachelor’s degree in Accounting

Master’s degree in Taxation

CPA or Enrolled Agent

Tools

CCH Axcess

CCH Engagement

BNA Tax Planner

Microsoft Office

Job description

PKF O’Connor Davies seeks a Tax Manager or Director to lead and manage multiple tax engagements for privately held and middle-market clients across industries. You will deliver high-quality compliance, planning, and advisory services while acting as primary client contact on complex tax matters.

The role collaborates with Tax Partners to design strategies that minimize tax liabilities, manage risk, and drive client success.