Tax Manager - Private Client Services

PKF O'Connor Davies•New York, NY

1d•$100,000 - $135,000•Hybrid

About The Position

PKF O’Connor Davies is seeking an experienced Tax Manager to join their growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset.

Requirements

Must be able to work in the office a minimum of 3 days per week.
Bachelor's degree in Accounting from an accredited college/university required.
Active CPA license or EA certification required.
7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
Deep technical expertise in individual, partnership, trust, and estate taxation.
Proficient with MS Office Suite and tax research platforms (e.g., CCH Tax, Engagement or similar).
Proven experience managing client relationships and leading engagements
Strong leadership, communication, and interpersonal skills
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

MST, JD, or LLM in Taxation a plus.
Experience working with complex, multi-entity structures and high-volume K-1 environments preferred.

Responsibilities

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