Tax Manager - Private Client Services

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.
• 7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
• Deep technical expertise in individual, partnership, trust, and estate taxation.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH Tax, Engagement or similar).
• Proven experience managing client relationships and leading engagements.
• Strong leadership, communication, and interpersonal skills.
• Experience working with complex, multi-entity structures and high-volume K-1 environments preferred.