M&A Tax Director

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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!

We are seeking an M&A Tax Director to join our team. The M&A Tax Director will be part of the Advisory team as well as function as the primary support of Tax M&A. The Director will lead engagements supported (as appropriate) by Partners who will educate, train and promote a great working environment. PKF O’Connor Davies continues to grow its Advisory and Tax practices and the candidate selected will have room for continued advancement and promotion throughout their career.

Essential Duties

• Direct experience in corporate and private equity tax matters, including but not limited to: research and assessment of complicated federal tax issues involving entity formation, deal structuring, M&A, and contracts

• Lead tax due diligence processes

• Plan, structure, review and negotiate transaction documents including purchase agreements and disclosure schedules

• Model transaction and ancillary scenarios

• Evaluate potential acquisition structures

• Provide tax advice and support to clients and their legal advisors

• Conduct legal research and apply tax law to numbers and modeling

• Keep apprised of issues relevant to the accounting industry as well as federal, state and local tax laws

• Monitor emerging tax issues that could impact clients, such as private equity firms

• Perform special projects assigned

Qualifications

• 10+ years of U.S. corporate income tax experience in a legal capacity preferably with a major law firm, CPA firm or tax department of a major corporation

• CPA license, J.D. or LL.M. in Taxation preferred

• Experience reviewing documents for corporate governance as well as external contracts

• Excellent analytical and problem solving skills

• Strong accounting knowledge and Excel modeling skills

• Strong research skills

• Superior verbal and written communication skills

• Ability to handle multiple projects at one time

• Strong attention to detail

• Ability to work independently and in a fast paced and challenging team environment

This is not a compliance role.

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 &…