PKF O'Connor Davies · 19 hours ago
Director - Private Client Services
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering real value to its clients. They are seeking an experienced Tax Director to lead and manage tax engagements for high-net-worth individuals and closely held businesses, providing comprehensive tax advisory and compliance services.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
Lead and manage complex individual, fiduciary, and closely held business tax engagements
Advise clients on wealth transfer strategies, estate and gift planning, and multi-generational tax issues
Oversee and review the work of managers and staff, ensuring accuracy, compliance, and high-quality client service
Serve as a trusted advisor, proactively identifying planning opportunities and risk areas
Collaborate with firm leadership to develop and grow client relationships and expand service offerings
Participate in recruiting, mentoring, and professional development initiatives within the tax team
Qualification
Required
Bachelor's degree in Accounting from an accredited college/university required
Active CPA license or EA certification required
10+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services
Strong technical expertise in individual, trust, estate, and gift taxation
Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)
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 ProSystems FX 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
2026-01-23
2026-01-22
2026-01-14
Company data provided by crunchbase