Tax Manager - Professional Services/Transaction Advisory Services-M&A

PKF O'Connor Davies; Newtown Square (Delaware County); Vor Ort; USD 100.000 - 135.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Flexible Spending & Health Saving

Parental Leave Benefits

Paid Time Off (PTO)

Paid Firm Holidays

Training & Certification programs

Discretionary Performance Bonus

Volunteer programs

Zusammenfassung

PKF O'Connor Davies TalentConnect in the United States seeks a Tax Manager to join our Professional Services group, leading buy-side and sell-side due diligence and advising on complex tax issues.

You will manage federal, state, and local compliance for C corporations, S corporations, partnerships, and individuals, and mentor staff while collaborating with partners to deliver high-quality client work. A CPA/EA and 7+ years in public accounting are required.

Qualifikationen

• Bachelor's or advanced degree in Accounting from an accredited college or university.
• Active CPA license or EA credential required.
• 7+ years of progressive public accounting tax experience, focusing on professional services clients.
• Experience supporting M&A transactions, including due diligence and tax structuring.
• Proficiency in tax research and planning; strong communication skills.

Aufgaben

• Lead buy-side and sell-side financial due diligence engagements from planning through delivery.
• Manage and review federal, state, and local tax compliance for C corporations, S corporations, partnerships, and individuals (Forms 1120, 1120-S, 1065, 1040).
• Provide guidance on complex technical tax issues and prepare memoranda, analyses, and planning recommendations.
• Collaborate with partners and directors on client deliverables and strategic initiatives.
• Identify tax planning opportunities and risks and advise clients accordingly.
• Oversee responses to IRS/state tax notices and assist with audit defense as needed.
• Supervise, mentor, and develop staff and senior-level team members.
• Manage multiple client projects simultaneously and ensure a timely, high-quality work product.
• Build and maintain strong client relationships across diverse industries.

Kenntnisse

Tax research

M&A due diligence

Client management

Mentoring staff

Executive communication

Tax planning

Ausbildung

Bachelor's or advanced degree in Accounting

Taxation advanced degree (MST/JD/LLM) a plus

Tools

CCH Tax

Engagement

Microsoft Office

Jobbeschreibung

Tax Manager - Professional Services/Transaction Advisory Services-M&A

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 an experienced Tax Manager to join our Professional Services group.

The role involves managing complex tax engagements, advising clients, and working with our Transaction Advisory Services team to lead financial due diligence engagements.

The ideal candidate has strong experience with Forms 1120, 1120-S, 1065, and 1040, along with expertise in tax research, planning, and advisory work.

Key Responsibilities

• Lead buy-side and sell-side financial due diligence engagements from planning through delivery.
• Manage and review federal, state, and local tax compliance for C corporations, S corporations, partnerships, and individuals (Forms 1120, 1120-S, 1065, 1040).
• Provide guidance on complex technical tax issues and prepare high-quality memoranda, analyses, and planning recommendations.
• Collaborate with partners and directors on client deliverables and strategic initiatives.
• Identify tax planning opportunities and risks and advise clients accordingly.
• Oversee responses to IRS and state tax notices and assist with audit defense as needed.
• Supervise, mentor, and develop staff and senior-level team members.
• Manage multiple client projects simultaneously and ensure a timely, high-quality work product.
• Build and maintain strong client relationships across diverse industries.

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 or university required.
• Active CPA license or Enrolled Agent (EA) credential required.
• MST, JD, or LLM in Taxation a plus.
• 7+ years of progressive public accounting tax experience, with a strong focus on servicing professional services clients.
• Experience supporting M&A transactions, including due diligence and tax structuring required.
• Demonstrated proficiency in tax research and planning.
• Proficiency with Microsoft Office Suite; experience with tax software (e.g., CCH Tax, Engagement, or similar) preferred.
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written communication skills with executive presence.
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
• Demonstrated ability to build relationships and contribute to firm growth.

The compensation for this position ranges from $100,000 - $135,000. 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
• 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.