Tax Manager – Private Client Group

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

Job summary

Join a leading firm as a Tax Manager in the Private Client Services team. This role involves high-level tax compliance, estate planning advisory services, and client relationship management. Candidates should have a degree in Accounting and extensive experience in tax advisory and compliance. Join a committed team focused on client success and professional growth.

Benefits

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Generous Paid Time Off (PTO)

Paid Firm Holidays

Discretionary Performance Bonus

Qualifications

• 7+ years progressive tax experience in public accounting required.
• Active CPA license or EA designation required.
• Extensive experience in Tax Advisory and Estate/Trust planning

Responsibilities

• Provide high level individual, trust, estate, gift, and foundation tax compliance services.
• Review individual, trust, estate, gift, and foundation returns.
• Handle Federal and State tax notices and audits.

Education

Bachelor's degree in Accounting

Master’s in Taxation

Tools

Microsoft Office

Axcess Tax

CCH ProSystem fx Engagement

BNA

Job description

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OFFICE LOCATION: Boston or Woburn, MA; Bethesda, MD or; Connecticut

We are seeking a Tax Manager to join our Private Client Services team. The individual will work closely with partners and clients with tax compliance and planning.

Essential Duties:

• Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
• Review individual, trust, estate, gift and foundation returns
• Review estate and trust fiduciary accountings
• Handle Federal and State tax notices and audits
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Manage all aspects of client accounts and foster client relationships
• Review and analyze estate planning related legal documents
• Business development including networking, public speaking and authoring Trust and Estate related articles
• Manage other members of the group including monitoring their workload and training and assisting them
• Stay current on new tax legislation
  
  

Qualifications:

• Bachelor's degree in Accounting from an accredited college/university required; Master’s in Taxation a plus
• 7+ year’s progressive tax experience in public accounting required
• Active CPA license or EA designation required
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance
• Ability to establish and maintain good client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing fiduciary, gift and estate tax returns
• Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
• Experience with research software and memo writing required
• Must be able to work additional hours as needed to meet client deliverables
• Must have access to a car/public transportation and be willing to travel locally to clients and/or other PKFOD offices when required.
  
  

Compensation & Benefits:

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.
  
  

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

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.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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