Tax Manager
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.
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.
- Tax Compliance & Technical Expertise
- 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
- Retailment 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.
- Review, Leadership & Team Development
- Manage, 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.
- Project & Engagement Management
- Lead multiple engagements simultaneously, ensuring timely and accurate deliverables.
- Manage engagement budgets, billing, and client expectations.
- Cookordination with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.
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.
- MST, JD, or LLM in Taxation a plus.
- Active CPA license or EA certification required.
- 7+ years of progressive tax experience in public accounting required.
- Strong technical expertise and extensive experience reviewing individual, partnership, S-corporation, trust, gift tax, and investment partnership returns.
- 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
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.