Tax Manager (HNW-Financial Services)

About the role

PKP 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.

Responsibilities

• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
• Provide primary review of complex tax returns and maintain client contact.
• Maintain and foster relationships with clients, staff, and outside third-party client vendors.
• Tax planning, preparation and research for our high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
• Review tax returns and work papers prepared by staff.
• Train and supervise staff along with reviewing and evaluating their work.
• Keep abreast of legislative and tax policy changes at both Federal and State levels.

Qualifications

• Must be able to work in the New York City 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.
• 7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
• Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR.
• General understanding of pass-through entity taxation at both the individual and entity level.
• Strong technical expertise in individual, trust, estate, and gift taxation.
• Proficient with MS Office Suite, tax research platforms, and tax software (e.g., Engagement, Caseware, or similar).
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written communication skills with executive presence.
• Demonstrated ability to build relationships and contribute to firm growth.

Compensation & Benefits

The compensation for this position ranges from $100,000 - $135,000. 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

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.

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.