Tax Manager – Private Client Group

Tax Manager – Private Client Group

PKF O'Connor Davies is a top‑ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through the 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.

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 on tax compliance and planning.

• 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

• 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 Pro System 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

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

We offer a comprehensive benefits and compensation package that includes:

• 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. 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.

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.

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