Tax Manager or Director - Private Client Services

PKF O'Connor Davies; Stamford (CT); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Generous Paid Time Off (PTO)

Discretionary Performance Bonus

Job summary

PKF O'Connor Davies in Stamford, Connecticut, is seeking a Tax Manager to manage tax compliance, provide consulting services, and develop client relationships for high-net-worth individuals. The role requires 7+ years of tax experience in public accounting and a strong understanding of various tax structures.

The ideal candidate will possess an active CPA or EA certification and a Bachelor’s degree in Accounting. The company offers a comprehensive benefits package including medical, vision, dental, a 401(k) plan, and generous PTO.

Qualifications

• 7+ years of progressive tax experience in public accounting.
• Deep technical expertise in individual, partnership, trust and estate taxation.
• Experience working with complex, multi-entity structures.

Responsibilities

• Lead and manage tax compliance and consulting engagements.
• Review complex tax returns for high-net-worth individuals.
• Identify tax-saving opportunities and provide advisory services.

Skills

Tax compliance

Client relationship management

Leadership

Tax planning

Technical expertise in taxation

Education

Bachelor’s degree in Accounting

Active CPA license or EA certification

MST, JD, or LLM in Taxation

Tools

MS Office Suite

CCH Tax

Job description

We are seeking an experienced Tax Manager to join our Private Client Services practice. This role focuses on providing tax compliance, planning, and consulting services to high‑net‑worth individuals, families, and closely held businesses. The ideal candidate is 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 managers 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 degree in Accounting from an accredited college/university required.
• Active CPA license or EA certification required.
• MST, JD, or LLM in Taxation a plus.
• 7+ 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 - $135,000, depending on qualifications, experience, skill 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.

Equal Employment Opportunity

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.