Tax Manager - Professional Services/Transaction Advisory Services-M&A

PKF O'Connor Davies•New York, NY

8d•$100,000 - $135,000•Hybrid

About The Position

PKF O’Connor Davies is seeking an experienced Tax Manager to join their Professional Services group. This role involves managing complex tax engagements, advising clients, and working with their Transaction Advisory Services team to lead financial due diligence engagements. The ideal candidate will have strong experience with Forms 1120, 1120-S, 1065, and 1040, along with expertise in tax research, planning, and advisory work.

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 or university required.
Active CPA license or Enrolled Agent (EA) credential required.
7+ years of progressive public accounting tax experience, with a strong focus on servicing professional services clients.
Experience supporting M&A transactions, including due diligence and tax structuring required.
Demonstrated proficiency in tax research and planning.
Proficiency with Microsoft Office Suite; experience with tax software (e.g., CCH Tax, Engagement, or similar) preferred.
Proven leadership skills with the ability to manage multiple priorities and mentor team members.
Strong interpersonal, verbal, and written communication skills with executive presence.
Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
Demonstrated ability to build relationships and contribute to firm growth.
Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

Nice To Haves

MST, JD, or LLM in Taxation a plus.

Responsibilities

Lead buy-side and sell-side financial due diligence engagements from planning through delivery.
Manage and review federal, state, and local tax compliance for C corporations, S corporations, partnerships, and individuals (Forms 1120, 1120-S, 1065, 1040).
Provide guidance on complex technical tax issues and prepare high-quality memoranda, analyses, and planning recommendations.
Collaborate with partners and directors on client deliverables and strategic initiatives.
Identify tax planning opportunities and risks and advise clients accordingly.
Oversee responses to IRS and state tax notices and assist with audit defense as needed.
Supervise, mentor, and develop staff and senior-level team members.
Manage multiple client projects simultaneously and ensure a timely, high-quality work product.
Build and maintain strong client relationships across diverse industries.