PKF O'Connor Davies
Join to apply for the
Tax Manager
role at
PKF O'Connor Davies
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!
Position Overview We are seeking an experienced
Tax Manager
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 Responsibilities
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.
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.
Supervise, 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.
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.
Active CPA license or EA certification required.
MST, JD, or LLM in Taxation a plus.
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
Medical, Dental, and Vision plans
Basic Life, AD&DD, 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.
Equal Opportunity Statement 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.
#J-18808-Ljbffr
Tax Manager
role at
PKF O'Connor Davies
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!
Position Overview We are seeking an experienced
Tax Manager
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 Responsibilities
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.
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.
Supervise, 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.
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.
Active CPA license or EA certification required.
MST, JD, or LLM in Taxation a plus.
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
Medical, Dental, and Vision plans
Basic Life, AD&DD, 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.
Equal Opportunity Statement 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.
#J-18808-Ljbffr