Tax Director, Employee Benefit Plans

 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! 

PKF O'Connor Davies is seeking an experienced Tax Director to join our Employee Benefit Plans (EBP) practice. The ideal candidate will have extensive technical knowledge of employee benefit plan taxation, compliance, and reporting requirements, along with strong leadership, client relationship management, and business development skills. This individual will be responsible for overseeing complex tax engagements, providing strategic tax guidance to clients, mentoring and developing staff, and working closely with partners to support the continued growth and success of the practice.

• Direct and oversee employee benefit plan tax compliance engagements, ensuring accuracy, quality, and timely completion of all deliverables.

• Provide technical oversight and review of Form 5500 filings and related schedules for various employee benefit plans, including 401(k), 403(b), defined benefit, and other qualified retirement plans.

• Oversee the preparation and review of Form 990, Form 990-T, and other applicable federal and state tax filings for employee benefit plans and tax-exempt entities, as appropriate.

• Serve as a technical resource on complex employee benefit plan tax matters, including plan qualification, unrelated business taxable income (UBTI), and IRS and Department of Labor compliance requirements.

• Research, analyze, and provide guidance on complex tax issues and regulatory changes impacting employee benefit plans.

• Develop and maintain strong client relationships, serving as a trusted advisor and primary point of contact for key clients.

• Provide strategic tax planning and consulting services to clients, identifying potential risks, opportunities, and solutions.

• Lead, mentor, and develop managers, supervisors, seniors, and associates, providing technical guidance and supporting their professional growth.

• Oversee engagement planning, staffing, budgets, deadlines, and overall workflow to ensure efficient and profitable service delivery.

• Collaborate with partners and other practice leaders to establish goals, improve processes, and support the strategic direction of the Employee Benefit Plans practice.

• Participate in business development initiatives, including identifying new client opportunities, expanding existing client relationships, and assisting with proposals and presentations.

• Stay current on changes in federal and state tax laws, ERISA regulations, and employee benefit plan reporting requirements.

• Promote a collaborative, team-oriented environment focused on technical excellence, professional development, and exceptional client service.

• Bachelor's degree in Accounting, Finance, or a related field required; Master's degree in Taxation or related field preferred.

• Active CPA certification strongly preferred.

• Minimum of 10 years of progressive tax experience, preferably within a public accounting firm, including significant experience with employee benefit plans.

• Extensive knowledge of employee benefit plan tax compliance, Form 5500 reporting, and applicable federal and state tax regulations.

• Strong understanding of qualified retirement plans, ERISA, IRS regulations, and employee benefit plan taxation.

• Demonstrated experience managing complex tax engagements and providing strategic tax consulting services.

• Proven leadership experience, including supervising, mentoring, and developing tax professionals at various levels.

• Strong client relationship management skills with the ability to develop and maintain long-term professional relationships.

• Experience with business development, client retention, and practice growth initiatives.

• Excellent technical research, analytical, and problem-solving skills.

• Proficiency in Microsoft Office applications, particularly Excel.

• Experience with CCH Axcess or similar tax preparation software preferred.

• Excellent written, verbal, and interpersonal communication skills.

• Strong organizational and project management skills, with the ability to manage multiple engagements, priorities, and deadlines.

• Ability to work independently, exercise sound professional judgment, and collaborate effectively with partners and other firm leadership.

• Must be able to work in the office a minimum of three days per week.

 Compensation & Benefits:  

The salary range for this position is $100,000 - $150,000. 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. 

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future. 

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. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. 

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