Director - Trust & Estate

About PKF O’Connor DaviesPKF 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!

We are seeking a Tax Director to join our growing Trust & Estate practice. This role provides technical leadership, client advisory services, and oversight of complex fiduciary, estate, gift, and generation-skipping transfer tax matters for high-net-worth individuals and families. The Director partners closely with firm leadership, attorneys, wealth advisors, and clients to deliver strategic planning and ensure compliance.

Key Responsibilities Client Advisory & Technical Leadership 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

Practice Leadership & Growth 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

Team Leadership & Development 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

Collaboration

Work closely with attorneys, investment advisors, family offices, and internal tax teams

Coordinate multi-disciplinary client solutions across tax, audit, advisory, and wealth services

Qualifications

Must be able to work in the office a minimum of 3 days per week Bachelor's degree in Accounting from an accredited college/university required

Active CPA license or EA certification required MST, JD, or LLM in Taxation a plus
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

Proficie…