Tax Manager or Director - Private Client Services

PKF O'Connor Davies; Woburn (MA); Vor Ort; USD 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision plans

401(k) and Profit-Sharing

Flexible Spending & Health Savings

Paid Time Off

Parental Leave

Discretionary Bonus

Visa sponsorship not available

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Tax compliance

Tax planning

Client relationships

Leadership

Mentoring

Multi-entity structures

K-1 handling

Ausbildung

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)

Jobbeschreibung

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.

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!

We are seeking a Tax Manager or Director to join our growing Private Client Services practice. 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.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• 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.