Tax Manager – Private Client Group

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

Locations: Providence, RI or CT (Stamford, Shelton or Wethersfield)

We are seeking a Tax Manager to join our Private Client Services team. The individual will work closely with partners and clients with tax compliance and planning.

Essential Duties:

• 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

Qualifications:

• Bachelor's degree in Accounting from an accredited college/university required; Master’s in Taxation a plus
• 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
• Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
• 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.

Compensation & Benefits:

Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• 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

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition.