Tax Manager

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!

The Tax Manager or Director will lead and manage multiple tax engagements for privately held and middle-market clients across a variety of commercial industries. This individual will be responsible for delivering high-quality tax compliance, planning, and advisory services while serving as a trusted advisor and primary point of contact for clients on complex tax matters.

The Tax Manager or Director will work closely with Tax Partners and other professionals across the Firm to understand clients’ businesses, identify tax planning opportunities, evaluate the tax implications of business decisions and transactions, and develop strategies designed to minimize tax liabilities and compliance risk.

The successful candidate will have strong technical knowledge of corporate and partnership taxation, significant public accounting experience, and demonstrated success managing client relationships and engagement teams. At the Director level, the individual will also be expected to take a more significant role in client development, practice growth, staff development, and strategic leadership.

• Plan, manage, review, and oversee tax compliance engagements for closely held and middle-market businesses and their owners, including partnerships, S corporations, and C corporations.
• Review complex federal, state, and local income tax returns and related work papers for accuracy, completeness, and technical compliance.
• Serve as a primary client contact and trusted advisor on complex tax compliance, planning, and business matters.
• Develop a thorough understanding of clients’ businesses, industries, ownership structures, and strategic objectives to identify tax planning opportunities and potential risks.
• Advise clients on the tax implications of business decisions, transactions, entity structures, and other strategic initiatives.
• Identify and recommend tax planning strategies designed to minimize clients’ overall tax burden while maintaining compliance with applicable laws and regulations.
• Work closely with Tax Partners to develop and execute tax planning and compliance strategies for clients.
• Perform and oversee technical tax research and prepare memoranda, correspondence, and other documentation supporting tax positions and recommendations.
• Analyze complex federal and state tax issues and effectively communicate findings and recommendations to clients and Partners.
• Identify technical tax risks and elevate significant or uncertain positions to the appropriate Partner.
• Manage federal and state tax notices, examinations, and correspondence with taxing authorities.
• Manage multiple client engagements simultaneously, including engagement scope, staffing, budgets, realization, deadlines, and overall service delivery.
• Monitor engagement progress and proactively address potential scheduling, budget,…