Tax Manager or Director - Private Client Services

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

Benefits offered by this job

Medical, Dental, Vision

401(k) with Profit‑Sharing

Flexible Spending & Health Savings

Parental Leave

Paid Time Off

Holidays

Bonuses

Job summary

PKF O’Connor Davies in Bethesda, MD is seeking a Tax Manager or Director for Private Client Services to provide tax compliance, planning, and consulting for high-net-worth individuals and families.

The role emphasizes strategic advisory leadership, managing engagements, mentoring staff, and building enduring client relationships while staying current on tax law changes and collaborating with partners on growth initiatives.

Qualifications

• Bachelor's or advanced degree in Accounting required.
• Active CPA license or Enrolled Agent (EA) credentials required.
• 7–10+ years of progressive tax experience in public accounting focusing on high-net-worth individuals/family offices/private client services.
• Deep technical expertise in individual, partnership, trust, and estate taxation.
• Proficient with MS Office Suite and tax research platforms.

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.
• Build and maintain strong long-term client relationships as primary contact.
• Identify tax-saving opportunities and provide proactive advisory services.
• Manage, mentor, and develop tax supervisors and staff; review work and provide guidance.
• Collaborate with partners on practice development and client growth initiatives.
• Participate in business development activities, including networking and client presentations.
• Stay current on tax law changes and ensure regulatory compliance.

Skills

Leadership

Client relationships

Communication

Interpersonal skills

Public accounting

Education

Bachelor's or advanced degree in Accounting

CPA or Enrolled Agent (EA)

MST, J.D., or LL.M. in Taxation a plus

Tools

MS Office Suite

Tax research platforms (CCH Tax, Engagement)

Job description

About PKF O’Connor Davies

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.

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!

Tax Manager or Director – Private Client Services

This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses.

The ideal candidate will be a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset.

Key Responsibilities

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

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 (EA) credentials required.
• MST, J.D., or LL.M. in Taxation a plus.
• 7‑10+ years of progressive tax experience in public accounting, with a focus on high‑net‑worth individuals, family offices, or private client services.
• Deep technical expertise in individual, partnership, trust, and estate taxation.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH Tax, Engagement or similar).
• Proven experience managing client relationships and leading engagements
• Strong leadership, communication, and interpersonal skills
• Experience working with complex, multi‑entity structures and high‑volume K‑1 environments preferred.

Compensation & Benefits

The compensation for this position ranges from $100,000 - $150,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

• 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.

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.