We are seeking an experienced
Tax Manager or Director to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities.
The ideal candidate will bring strong technical tax expertise, exceptional client service skills, and direct experience advising clients, particularly those with complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations.
Key ResponsibilitiesClient Engagement & Relationship Management- Serve as the primary point of contact for our clients.
- Provide proactive tax planning and advisory support tailored to:
- S - Corp
- High Net Worth
- Trusts & Estates
- Partnerships and pass-through entity owners
- Build and maintain strong client relationships, ensuring a high level of service and responsiveness.
- Identify tax-saving opportunities and strategic planning initiatives across clients' personal and business interests.
Tax Compliance & Technical Expertise- Review complex federal, state, and local tax returns, including:
- 1040 (individual)
- 1041 (trusts and estates)
- 1065 and 1120-S related to practice partnerships and S corporations
- 709 (gift tax)
- Related entities such as management companies, holding companies, and investment partnerships
- Experience with foreign related tax return
- Advise on matters relevant to clients, such as:
- multi-state income issues
- retirement plan strategies
- buy-in/buy-out structures
- partner compensation models
- K-1 allocation issues
- entity structuring and conversion strategies
- Conduct tax research and prepare technical memoranda on complex issues.
Review, Leadership & Team Development- Manage, coach, and mentor staff and seniors on professional services client work.
- Review workpapers, tax returns, and tax planning deliverables.
- Promote technical development and knowledge-sharing within the team.
Project & Engagement Management- Lead multiple engagements simultaneously, ensuring timely and accurate deliverables.
- Manage engagement budgets, billing, and client expectations.
- Coordinate with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.
Qualifications- Bachelor's degree in Accounting from an accredited college/university required.
- MST, JD, or LLM in Taxation a plus.
- Active CPA license or EA certification required.
- 7+ years of progressive tax experience in public accounting required.Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships.
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
- Knowledge of CCH Axcess preferred.
- Experience with multi-entity and multi-state taxation issues.
- 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: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.
