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Tax Manager / Senior Tax Manager / Tax Director - Family Office at PKF O’Connor Davies in Harrison, NY



$150K — $200K *


Accounting, Tax


8 - 10 years

Job Description


PKF O'Connor Davies, LLP is currently seeking a Tax Manager, Senior Tax Manager or a Tax Director to join our Family Office Tax Services practice.

This position offers great opportunities for advancement, including partnership opportunities.

Essential Duties

  • Serve as the trusted advisor to family offices on strategic, operational, and financial matters
  • Direct tax compliance and consulting services for multi-generational families
  • Provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
  • Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise
  • Build, manage, direct, and monitor multiple client engagement teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
  • Lead, participate in and contribute to market
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Valid through: 7/8/2020

About PKF O’Connor Davies

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* Ladders Estimates