Tax Manager or Director - Private Client Services

PKF O'Connor Davies•Bethesda, MD

2d•$100,000 - $150,000•Hybrid

About The Position

PKF O’Connor Davies is seeking a Tax Manager or Director to join its growing Private Client Services practice. The role provides tax compliance, planning, and consulting services to high-net-worth individuals, families, family offices, and closely held businesses. The ideal candidate is a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset. The position 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 specific role, office location, and the individual’s qualifications, experience, skills, and certifications. Applicants must be 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 from an accredited college or university.
Active CPA license or Enrolled Agent (EA) credentials.
7–10+ years of progressive public accounting tax experience, focused on high-net-worth individuals, family offices, or private client services.
Deep technical expertise in individual, partnership, trust, and estate taxation.
Proficiency with MS Office Suite and tax research platforms such as CCH Tax and Engagement or similar.
Proven experience managing client relationships and leading engagements.
Strong leadership, communication, and interpersonal skills.
Ability to work in the office a minimum of three days per week.
Authorization to work in the United States on a full-time basis.

Nice To Haves

MST, J.D., or LL.M. in Taxation.
Experience working with complex, multi-entity structures and high-volume K-1 environments.

Responsibilities

Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
Review complex individual (1040), partnership, S-corporation, trust, estate, and gift tax returns.
Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
Serve as a primary client contact and build and maintain long-term client relationships.
Identify tax-saving opportunities and provide proactive advisory services.
Manage, mentor, and develop tax supervisors and staff; review work and provide technical guidance.
Collaborate with partners on practice development and client growth initiatives.
Participate in business development, including networking, proposal development, and client presentations.
Stay current on tax law changes and ensure compliance with applicable regulations.