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

PKF O'Connor Davies; Woodcliff Lake (NJ); Vor Ort; USD 100.000 - 135.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Generous PTO and Holidays

Zusammenfassung

PKF O'Connor Davies is seeking an experienced Tax Manager to join our Professional Services group in the United States. You will manage complex tax engagements, advise clients, and collaborate with the Transaction Advisory Services team on financial due diligence engagements, including Forms 1120, 1120-S, 1065, and 1040.

The ideal candidate has 7+ years in public accounting tax, with M&A due diligence experience, strong research skills, and proven leadership to mentor staff and grow client

Qualifikationen

• Bachelor's degree in Accounting from an accredited college or university.
• Active CPA license or Enrolled Agent (EA) credential.
• 7+ years of progressive public accounting tax experience, with a focus on professional services clients.
• Experience supporting M&A transactions, including due diligence and tax structuring.

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 and state tax notices and assist with audit defense as needed.
• Supervise, mentor, and develop staff and senior-level team members.
• Build and maintain strong client relationships across diverse industries.

Kenntnisse

Public accounting tax experience

M&A tax due diligence

Tax research

Leadership

Communication

Ausbildung

CPA license (required)

Tools

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 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 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.

Compensation & Benefits

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.

• 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.