Tax Manager or Director - Private Client Services

PKFOD Careers•Bethesda, MD

1d•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 successful candidate will serve as 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.

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 tax experience in public accounting, 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.
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.

Nice To Haves

MST, J.D., or LL.M. in Taxation.
Experience 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 strong long-term relationships.
Identify tax-saving opportunities and provide proactive advisory services.
Manage, mentor, and develop tax supervisors and staff; review their 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.