PKF O'Connor Davies · 1 week ago
Tax Manager
Fort Lauderdale, FL
Full-time
Onsite
Senior Level
7+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering exceptional service. They are seeking an experienced Tax Manager to manage complex tax engagements for professional services clients and high net worth individuals, focusing on proactive tax planning and compliance.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
Serve as the primary point of contact for our clients
Provide proactive tax planning and advisory support tailored to:
S – Corp
High Net Worth
Trusts & Estates
Partnerships and pass-through entity owners
Build and maintain strong client relationships, ensuring a high level of service and responsiveness
Identify tax-saving opportunities and strategic planning initiatives across clients’ personal and business interests
Review complex federal, state, and local tax returns, including:
1040 (individual)
1041 (trusts and estates)
1065 and 1120-S related to practice partnerships and S corporations
709 (gift tax)
Related entities such as management companies, holding companies, and investment partnerships
Experience with foreign related tax return
Advise on matters relevant to clients, such as:
Multi-state income issues
Retirement plan strategies
Buy-in/buy-out structures
Partner compensation models
K-1 allocation issues
Entity structuring and conversion strategies
Conduct tax research and prepare technical memoranda on complex issues
Supervise, coach, and mentor staff and seniors on professional services client work
Review workpapers, tax returns, and tax planning deliverables
Promote technical development and knowledge-sharing within the team
Lead multiple engagements simultaneously, ensuring timely and accurate deliverables
Manage engagement budgets, billing, and client expectations
Coordinate with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed
Qualification
Required
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 required
Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships
Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)
Experience with multi-entity and multi-state taxation issues
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
Preferred
MST, JD, or LLM in Taxation a plus
Knowledge of CCH Axcess preferred
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
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
P
Philip Comerford
Chief Financial Officer
Jonathan Moore
Partner-in-Charge, Advisory Services
Recent News
2026-01-22
2026-01-14
2026-01-09
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