Tax Director, Private Client Services (HNWI Focus)

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

Benefits offered by this job

Medical, Dental, Vision plans

401(k) and Profit-Sharing

Flexible Spending & Health Savings

Paid Time Off

Parental Leave

Discretionary Bonus

Visa sponsorship not available

Job summary

PKF O’Connor Davies is seeking a Tax Manager or Director for its Private Client Services practice. The role focuses on tax compliance, planning, and consulting for high-net-worth individuals and closely held entities. You will lead engagements, mentor staff, and collaborate with partners on growth initiatives.

The ideal candidate has 7–10+ years in public accounting, a CPA credential, and deep expertise in individual, fiduciary, and estate taxation. On-site work and leadership are essential.

Qualifications

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor's or advanced degree in Accounting from an accredited college/university required.
• Active CPA license or Enrolled Agent credentials required.
• MST, J.D., or LL.M. in Taxation a plus.
• 7–10+ years of progressive tax experience in public accounting for high-net-worth clients.

Responsibilities

• Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
• Review complex tax returns (1040, partnerships, S-corporations, trusts, estates, gift tax).
• Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
• Serve as primary contact for clients, building long-term relationships.
• Identify tax-saving opportunities and provide proactive advisory services.
• Mentor and develop tax staff; review work and provide guidance.
• Collaborate with partners on practice development and client growth.
• Participate in business development efforts and client presentations.
• Stay current on tax law changes and ensure compliance.

Skills

Tax compliance

Tax planning

Client relationships

Leadership

Mentoring

Multi-entity structures

K-1 handling

Education

Bachelor's or advanced degree in Accounting

Active CPA license

MST/JD/LL.M. in Taxation (plus)

Tools

MS Office Suite

Tax research (CCH Tax, Engagement)

Job description

PKF O’Connor Davies is seeking a Tax Manager or Director for its Private Client Services practice. The role focuses on tax compliance, planning, and consulting for high-net-worth individuals and closely held entities. You will lead engagements, mentor staff, and collaborate with partners on growth initiatives.

The ideal candidate has 7–10+ years in public accounting, a CPA credential, and deep expertise in individual, fiduciary, and estate taxation. On-site work and leadership are essential.