Tax Director - Financial Services

PKF O'Connor Davies•New York, NY

11d•$100,000 - $150,000•Hybrid

About The Position

PKF O’Connor Davies is seeking a Tax Director to join its Financial Services practice. The role provides tax compliance, planning, and advisory services to clients that may include hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals. The Tax Director works closely with partners to oversee engagements, provide practical tax advice, manage client relationships, develop staff, and support the continued growth of the practice. The position directs financial services tax engagements from planning and staffing through technical review and timely delivery. It includes reviewing complex federal, state, and local returns; providing hands-on support with tax calculations, workpapers, and return preparation as needed; advising on partnership taxation and fund structures; and coordinating with other specialists. The Tax Director also serves as a primary client contact, supervises and mentors staff, manages engagement economics, and contributes to client growth and business development. The role requires working in the office at least three days per week. Compensation ranges from $100,000 to $150,000, with actual compensation dependent on the role, office location, and the individual’s qualifications, experience, skills, and certifications. Applicants must be currently authorized to work in the United States on a full-time basis; visa sponsorship is not available.

Requirements

Bachelor’s or advanced degree in Accounting from an accredited college or university.
Active CPA license or Enrolled Agent (EA) credentials.
10+ years of progressive tax experience in public accounting, including significant experience serving financial services clients.
Demonstrated experience managing complex engagements and reviewing returns for investment partnerships, funds, and management companies.
Strong knowledge of partnership taxation, including allocations, capital accounts, basis adjustments, and carried interest.
Experience addressing tax issues involving investment income, securities transactions, and multistate filing requirements.
Working knowledge of international reporting and withholding considerations affecting investment funds, and ability to recognize when specialist support is needed.
Ability to translate complex tax matters into clear, practical advice.
Strong client relationship, project management, communication, and leadership skills.
Demonstrated success training and developing tax professionals.
Ability to balance strategic oversight with hands-on technical execution.
Proficiency with MS Office Suite, tax research platforms, and tax software such as CCH Tax, Caseware, or similar.
Ability to work in the office a minimum of three days per week.
Current authorization to work in the United States on a full-time basis.

Nice To Haves

MST, JD, or LL.M. in Taxation.

Responsibilities

Direct financial services tax engagements, overseeing planning, staffing, budgets, technical review, and timely delivery.
Perform detailed technical reviews of complex federal, state, and local tax returns for investment partnerships, funds, management companies, and related entities.
Remain actively involved in complex tax calculations, workpapers, and return preparation when needed.
Review partnership allocations, carried interest arrangements, tax capital accounts, and book-to-tax adjustments.
Advise clients on partnership taxation, fund structures, investment transactions, and tax planning opportunities.
Evaluate tax considerations affecting investors, including tax-exempt organizations and foreign investors, and coordinate with specialists as needed.
Research complex tax issues and prepare clear, well-supported conclusions and recommendations.
Serve as a primary client contact, address technical questions, communicate engagement progress, and anticipate client needs.
Coordinate with international tax, SALT, transaction advisory, and other professionals to provide comprehensive client service.
Assist clients with tax notices, examinations, and responses to taxing authorities.
Monitor tax developments affecting financial services clients and communicate their potential impact.
Supervise, mentor, and develop managers, seniors, and associates through ongoing coaching and constructive feedback.
Manage engagement profitability, billing, collections, and resource needs.
Identify opportunities to expand existing client relationships and participate in proposals, networking, and business development.
Uphold the firm’s standards for quality, professional ethics, and risk management.