Tax Manager – Private Client Group jobs in United States
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PKF O'Connor Davies · 2 days ago

Tax Manager – Private Client Group

positionProvidence, RI
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering real value to clients. They are seeking a Tax Manager to join their Private Client Services team, focusing on tax compliance and planning for individuals and trusts.

AccountingAdviceConsultingFinancial Services
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Responsibilities

Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
Review individual, trust, estate, gift and foundation returns
Review estate and trust fiduciary accountings
Handle Federal and State tax notices and audits
Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
Manage all aspects of client accounts and foster client relationships
Review and analyze estate planning related legal documents
Business development including networking, public speaking and authoring Trust and Estate related articles
Manage other members of the group including monitoring their workload and training and assisting them
Stay current on new tax legislation

Qualification

Tax AdvisoryEstate/Trust PlanningCPA LicenseMicrosoft OfficeResearch SoftwareClient Relationship ManagementPublic SpeakingMemo WritingCommunication SkillsTeam Management

Required

Bachelor's degree in Accounting from an accredited college/university required
7+ year's progressive tax experience in public accounting required
Active CPA license or EA designation required
Extensive experience in Tax Advisory and Estate/Trust planning and compliance
Ability to establish and maintain good client relationships
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications required
Experience with reviewing fiduciary, gift and estate tax returns
Experience with research software and memo writing required
Must be able to work additional hours as needed to meet client deliverables
Must have access to a car/public transportation and be willing to travel locally to clients and/or other PKFOD offices when required

Preferred

Master's in Taxation a plus
Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA

Benefits

Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus

Company

PKF O'Connor Davies

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PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
dateFounded in 1891
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://www.pkfod.com

Funding

Current Stage
Late Stage
Total Funding
$40M
2024-11-18Private Equity· $40M

Leadership Team

P
Philip Comerford
Chief Financial Officer
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Jonathan Moore
Partner-in-Charge, Advisory Services
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Recent News

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PKF O'Connor Davies Welcomes Bowman & Company
2026-01-05
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2025-12-09
Company data provided by crunchbase