Director - Trust & Estate

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 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
• 10+ years of progressive experience in public accounting with a strong focus on Trust & Estate taxation
• Deep technical knowledge of fiduciary income, estate, gift, and GST taxation
• Proven experience advising high-net-worth individuals and complex family structures
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of ProSystems FX preferred
• 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