We are seeking an experienced
Tax Manager to join our growing
Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be 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. 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.
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.
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.
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