Tax Director - Financial Services

PKFOD Careers•New York, NY

10d•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 brings technical expertise, reviews complex tax returns, manages client relationships, develops staff, and works closely with partners to oversee engagements, deliver practical tax advice, and support practice growth. The role requires working in the office a minimum of 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. Compensation ranges from $100,000 to $150,000, depending on the role, office location, and the individual’s qualifications, experience, skills, and certifications. Benefits eligibility depends on position, hours worked, and other criteria; specific details are provided during the hiring process.

Requirements

Bachelor’s or advanced degree in Accounting from an accredited college or university.
Active CPA license or Enrolled Agent (EA) credentials.
10 or more 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.
Must be able to work in the office a minimum of three days per week.
Must be currently authorized to work in the United States on a full-time basis; visa sponsorship is unavailable.

Nice To Haves

MST, JD, or LL.M. in Taxation.
Experience working with hedge funds, fund of funds, private equity funds, management companies, or high-net-worth individuals.

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.