Director - Trust & Estate

We are seeking a

Tax Director

to join our growing

Trust & Estate

practice. This role provides technical leadership, client advisory services, and oversight of complex fiduciary, estate, gift, and generation‑skipping transfer tax matters for high‑net‑worth individuals and families. The Director partners closely with firm leadership, attorneys, wealth advisors, and clients to deliver strategic planning and ensure compliance.

Client Advisory & Technical Leadership

Serve as a trusted advisor to high‑net‑worth individuals, families, trustees, and executors

Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies

Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709)

Interpret and apply federal, state, and local tax laws related to trusts and estates

Review complex tax returns and planning deliverables to ensure technical accuracy

Lead and develop the Trust & Estate practice, including identifying growth opportunities and expanding service offerings

Participate in business development efforts, including proposal development, client presentations, and relationship building

Collaborate with Partners to support cross‑selling opportunities within the firm

Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams

Mentor and develop staff and managers; provide technical guidance and performance feedback

Oversee engagement planning, staffing, budgeting, and deadline management

Promote knowledge sharing and best practices within the group

Work closely with attorneys, investment advisors, family offices, and internal tax teams

Coordinate multi‑disciplinary client solutions across tax, audit, advisory, and wealth services

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

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

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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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