Tax Director - Global Mobility

PKFOD Careers•New York, NY

2d•Hybrid

About The Position

PKF O’Connor Davies is seeking a Tax Director to join its Global Mobility group. The role requires substantial hands-on experience providing tax compliance and advisory services to expatriates, foreign nationals, internationally mobile executives, and their employers. The Director prepares and reviews complex returns, resolves technical issues, manages day-to-day client needs, oversees engagements, and develops staff. The position combines detailed work on tax calculations and workpapers with practical guidance to clients and colleagues. The Director manages global mobility tax engagements from planning and information gathering through preparation, review, and delivery. The role includes U.S. federal and state individual tax returns and calculations for cross-border taxpayers; international disclosures; employer and individual advice on international assignments; and coordination with client HR, payroll, finance teams, and foreign tax advisors. The Director also handles engagement management, staff development, technical research, tax notices, and identifying opportunities to expand services. The position requires working in the office at least three days per week. Applicants must be currently authorized to work in the United States on a full-time basis; visa sponsorship is not available now or in the future.

Requirements

Bachelor’s or advanced degree in Accounting.
Active CPA or Enrolled Agent (EA) credential.
10+ years of progressive tax experience in public accounting, including significant global mobility taxation experience.
Recent, substantial hands-on experience preparing and reviewing expatriate and foreign national tax returns, supporting workpapers, international disclosures, and tax equalization calculations.
Strong knowledge of U.S. individual taxation, residency rules, income sourcing, foreign tax credits, tax treaties, and international reporting requirements.
Experience managing individual client engagements and employer-sponsored global mobility programs.
Ability to independently resolve complex compliance issues and manage ongoing client service.
Ability to work effectively in a mid-sized firm, balancing direct technical work with engagement leadership, staff development, and practice growth.
Strong communication, research, analytical, and organizational skills.
Proficiency with MS Office Suite, tax research platforms, and tax software such as CCH Tax, Caseware, or similar.
Willingness and ability to work in the office a minimum of three days per week.
Currently authorized to work in the United States on a full-time basis; visa sponsorship is unavailable now or in the future.

Nice To Haves

MST, J.D., LL.M., or other relevant certifications.

Responsibilities

Manage global mobility tax engagements from initial planning and information gathering through preparation, review, and delivery.
Prepare complex returns and calculations as needed, review staff work in detail, and resolve issues to complete filings accurately and on time.
Prepare and review U.S. federal and state income tax returns for expatriates, foreign nationals, dual-status taxpayers, and individuals with cross-border employment or residency considerations.
Review workpapers and calculations involving foreign tax credits, foreign earned income exclusions, income sourcing, treaty positions, residency determinations, and tax equalization.
Oversee applicable international information reporting and disclosures, including foreign asset and account reporting.
Provide day-to-day client service by responding to questions, explaining tax obligations, obtaining outstanding information, and communicating deadlines.
Advise employers and individuals on tax implications of international assignments, transfers, business travel, and repatriation.
Work with client HR, payroll, and finance teams on assignment-related compensation, withholding, tax equalization, and tax protection matters.
Address cross-border tax issues involving bonuses, equity awards, and deferred compensation.
Coordinate with foreign tax advisors to support consistent reporting across jurisdictions.
Assist tax partners throughout the firm with global mobility and cross-border individual tax matters affecting their individual and business clients.
Research technical issues and translate findings into clear, practical recommendations.
Manage engagement budgets, billing, staffing, workflow, and deadlines.
Supervise and develop staff through hands-on training, detailed review comments, and timely feedback.
Assist with tax notices and inquiries and identify opportunities to expand services to existing and prospective clients.