PKF O'Connor Davies · 7 hours ago
Director - Trust & Estate
Woodcliff Lake, NJ
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $150K/yr
10+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm seeking a Tax Director to join their Trust & Estate practice. This role provides technical leadership and client advisory services for high-net-worth individuals and families, focusing on complex fiduciary and estate tax matters.
AccountingAdviceConsultingFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors
Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies
Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709)
Interpret and apply federal, state, and local tax laws related to trusts and estates
Review complex tax returns and planning deliverables to ensure technical accuracy
Lead and develop the Trust & Estate practice, including identifying growth opportunities and expanding service offerings
Participate in business development efforts, including proposal development, client presentations, and relationship building
Collaborate with Partners to support cross-selling opportunities within the firm
Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams
Mentor and develop staff and managers; provide technical guidance and performance feedback
Oversee engagement planning, staffing, budgeting, and deadline management
Promote knowledge sharing and best practices within the group
Work closely with attorneys, investment advisors, family offices, and internal tax teams
Coordinate multi-disciplinary client solutions across tax, audit, advisory, and wealth services
Qualification
Required
Bachelor's degree in Accounting from an accredited college/university required
Active CPA license or EA certification required
10+ years of progressive experience in public accounting with a strong focus on Trust & Estate taxation
Deep technical knowledge of fiduciary income, estate, gift, and GST taxation
Proven experience advising high-net-worth individuals and complex family structures
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