Manager or Director - Private Client Services
PKF O'Connor Davies, New York, New York, us, 10261
Overview
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. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you! We are seeking an experienced
Tax Manager or Director
to join our growing
Private Client Services
practice. This individual plays a key leadership role in delivering comprehensive tax advisory and compliance services to high-net-worth individuals, families, and closely held businesses. Responsibilities
Lead and manage complex individual, fiduciary, and closely held business tax engagements. Advise clients on wealth transfer strategies, estate and gift planning, and multi-generational tax issues. Oversee and review the work of managers and staff, ensuring accuracy, compliance, and high-quality client service. Serve as a trusted advisor, proactively identifying planning opportunities and risk areas. Collaborate with firm leadership to develop and grow client relationships and expand service offerings. Participate in recruiting, mentoring, and professional development initiatives within the tax team. Qualifications
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. Strong technical expertise in individual, trust, estate, and gift taxation. 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. Compensation & Benefits
The compensation for this position ranges from $100,000 - $150,000. 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 Eligibility for benefits is determined based on position, hours worked, and other criteria. 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. To all staffing agencies:
PKF O\'Connor Davies Advisory, LLP (“PKFOD”)
will not
be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
#J-18808-Ljbffr
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. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you! We are seeking an experienced
Tax Manager or Director
to join our growing
Private Client Services
practice. This individual plays a key leadership role in delivering comprehensive tax advisory and compliance services to high-net-worth individuals, families, and closely held businesses. Responsibilities
Lead and manage complex individual, fiduciary, and closely held business tax engagements. Advise clients on wealth transfer strategies, estate and gift planning, and multi-generational tax issues. Oversee and review the work of managers and staff, ensuring accuracy, compliance, and high-quality client service. Serve as a trusted advisor, proactively identifying planning opportunities and risk areas. Collaborate with firm leadership to develop and grow client relationships and expand service offerings. Participate in recruiting, mentoring, and professional development initiatives within the tax team. Qualifications
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. Strong technical expertise in individual, trust, estate, and gift taxation. 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. Compensation & Benefits
The compensation for this position ranges from $100,000 - $150,000. 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 Eligibility for benefits is determined based on position, hours worked, and other criteria. 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. To all staffing agencies:
PKF O\'Connor Davies Advisory, LLP (“PKFOD”)
will not
be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
#J-18808-Ljbffr