Director - Family Office Accounting Services (CPA Firm)

About the role

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.

Qualifications

• Must be able to work in-office a minimum of 3 days per week.
• Bachelor’s degree in Accounting from an accredited college or university required.
• Active CPA license required.
• 10+ years of progressive experience in public accounting or family office environment.
• Strong experience working with high-net-worth individuals and complex entities.
• Deep knowledge of partnership accounting, investments, and financial reporting.
• Proven leadership and team management experience.
• Strong communication, interpersonal, and client relationship management skills.
• Demonstrated ability to manage multiple engagements and deadlines effectively.
• Proven leadership skills with the ability to manage engagement teams and client relationships in a fast-paced environment.

Benefits

• 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